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  • BOI AXA Mutual Funds
  • BOI AXA Short Term Income Fund of Income Dist cum Cap Wdrl (RIDCW-M)

Formerly BOI AXA S/T Income Reg Mn DR

BOI AXA Mutual Funds

BOI AXA Short Term Income Fund of Income Dist cum Cap Wdrl (RIDCW-M)

DebtShort Term

8.9921

NAV (Jan 24)

-4.5%
3 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in short term mutual funds.

However, Scripbox does not recommend investing in short term mutual funds.

Short Term Funds invest in debt and money market instruments such that the duration of the portfolio is between 1 to 3 years.This exposes them to higher variations when interest rates change.

The category is one of the largest categories within the Debt Segment (9% of the total assets).

We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

14 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

33 Cr. Negligible within the category

Impact of Interest Rate Changes

Moderate Interest Rate Risk. The impact on fund value is moderate when interest rates change

Credit Quality Of Fund's Portfolio

Lowest Credit Risk. The fund has a very high credit quality compared to other debt funds

Invest in this fund
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Short Term Money

Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

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    Historical growth rate of 6.5% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only, Car, Down Payment

No single fund can achieve what a plan can. Learn why

Historical NAV

8.9921

NAV (Jan 24)

Fund Returns

Last 1Y

3.2%

Last 3Y

-4.5%

Last 5Y

-1.4%

Last 10Y

2.5%

Since Inception

3.2%

6 Month CAGR

1.1%

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Scheme Information

Investment Objective

The Scheme seeks to generate income and capital appreciation by investing in a diversified portfolio of debt and money market securities. However,there can be no assurance that the income can be generated,regular or otherwise,or the investment objectives of the Scheme will be realized.

Expense Ratio

1.12

Launched (14y ago)

Dec 18, 2008

AUM in Crores

32.952

ISIN

INF761K01587

Lock-in

No Lock-in

Benchmark

CRISIL Short Term Bond Fund TR INR

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers
user-avatar

Alok Singh

Fund Manager

user-avatar

Mithraem Bharucha

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Savings Fund (G)
Kotak Savings Fund (G)

₹ 11,746 cr

5

₹ 36,350 cr

5

₹ 9,578 cr

5

₹ 29,495 cr

5

₹ 26,926 cr

5

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About the AMC

BOI AXA Investment Mngrs Private Ltd

BOI AXA Investment Mngrs Private Ltd manages assets worth 2,763 crores and was set up on 12 April 2007. It's current offering of mutual fund schemes includes 29 equity,28 debt and 25 hybrid funds.

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  • tel-amc-about
    022-40479000
  • mail-amc-about
    service@boiaxa-im.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    28.5%

    20%

    4.5%

    6.7%

    -

    0%

    27.8%

    19.3%

    5.1%

    7.3%

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    BOI AXA Short Term Income Fund of Income Dist cum Cap Wdrl (RIDCW-M) Review

    BOI AXA Short Term Income Fund of Income Dist cum Cap Wdrl (RIDCW-M) is a Short Term Debt fund and has delivered an annualised return of 3.2% over a period of 13 years. The fund was previously known as BOI AXA S/T Income Reg Mn DR. The fund is managed by BOI AXA Investment Mngrs Private Ltd. The fund managers are Alok Singh, Mithraem Bharucha.

    Nav of BOI AXA Short Term Income Fund of Income Dist cum Cap Wdrl (RIDCW-M) as of 24/01/2022 is ₹8.99 with the total AUM as of 25/01/2022 is ₹32.952. With Scripbox you can compare and check the latest nav for all mutual funds in India. BOI AXA Short Term Income Fund of Income Dist cum Cap Wdrl (RIDCW-M) was launched on Dec 18, 2008. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for BOI AXA Short Term Income Fund of Income Dist cum Cap Wdrl (RIDCW-M) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    BOI AXA Short Term Income Fund of Income Dist cum Cap Wdrl (RIDCW-M) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Short Term Bond Fund TR INR.

    BOI AXA Short Term Income Fund of Income Dist cum Cap Wdrl (RIDCW-M) is rated as a 3 fund in Debt and delivered 3.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with BOI AXA Short Term Income Fund of Income Dist cum Cap Wdrl (RIDCW-M).

    Frequently Asked Questions

    What is BOI AXA Short Term Income Fund of Income Dist cum Cap Wdrl (RIDCW-M)?

    How to invest in BOI AXA Short Term Income Fund of Income Dist cum Cap Wdrl (RIDCW-M)?

    What is the minimum sip amount of BOI AXA Short Term Income Fund of Income Dist cum Cap Wdrl (RIDCW-M)?

    Is BOI AXA Short Term Income Fund of Income Dist cum Cap Wdrl (RIDCW-M) good to invest in?

    What is the expense ratio of the BOI AXA Short Term Income Fund of Income Dist cum Cap Wdrl (RIDCW-M)?