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BOI AXA Short Term Income Fund-Regular Plan- Monthly Dividend

Category: Debt: Short Duration
Launch Date: 18-12-2008
Asset Class: Fixed Interest
Benchmark: Crisil Short Term Bond Fund Index
Expense Ratio: 1.17% As on (31-08-2018)
Status: Open Ended Schemes(Debt Scheme - Short Duration Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 183.63 Cr As on (31-08-2018)
Turn over: -
NAV as on 19-10-2018

10.3967

0 (0.0423%)

CAGR Since Inception

5.57%

PERFORMANCE of BOI AXA Short Term Income Fund-Regular Plan- Monthly Dividend

Scheme Performance (%)

Data as on - 19-10-2018

Yearly Performance (%)

Fund Managers

Mr. Alok Singh, Mr. Piyush Baranwal

Mr. Singh is a CFA and PGDBA from ICFAI Business School. Prior to joining BOI AXA AMC he has worked with BNP Paribas Asset Management and Axis Bank

Investment Objective

The scheme seeks to generate reasonable returns by investing in debt and money market instruments. The scheme would not be investing more than 70% into securities having average maturity of more than 370 days.

RETURNS CALCULATOR for BOI AXA Short Term Income Fund-Regular Plan- Monthly Dividend

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of BOI AXA Short Term Income Fund-Regular Plan- Monthly Dividend

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
BOI AXA Short Term Income Fund-Regular Plan- Monthly Dividend 1.16 2.86 -0.58 0.88 7.65 1.49
Debt: Short Duration - - - - - -

PEER COMPARISION of BOI AXA Short Term Income Fund-Regular Plan- Monthly Dividend

Period
Data as on - 19-10-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
BOI AXA Short Term Income Fund-Regular Plan- Monthly Dividend 18-12-2008 3.4 4.3 4.99 5.89 0.0
Franklin India Short-Term Income Plan-Growth 31-01-2002 6.11 7.93 7.93 9.0 9.23
Baroda Pioneer Short Term Bond Fund - Plan A - Growth Option 30-06-2010 5.82 6.95 7.8 8.38 0.0
Indiabulls Short Term Fund - Regular Plan - Growth Option 13-09-2013 5.59 6.29 7.12 7.84 0.0
HDFC Short Term Debt Fund - Growth Option 25-06-2010 5.45 6.43 7.3 8.33 0.0
BNP PARIBAS Short Term Fund-Regular Plan-Growth Option 13-09-2004 4.93 5.87 7.01 7.86 7.83
Union Short Term Fund - Growth Option 24-04-2012 4.85 5.47 6.05 7.18 0.0
BNP PARIBAS SHORT TERM FUND GROWTH OPTION 13-09-2004 4.83 5.81 6.87 7.78 4.96
BOI AXA Short Term Income Fund-Regular Plan- Growth 18-12-2008 4.75 6.2 7.24 8.03 0.0
IDBI Short Term Bond Fund Growth 23-03-2011 4.74 5.42 6.31 7.39 0.0

PORTFOLIO ANALYSIS of BOI AXA Short Term Income Fund-Regular Plan- Monthly Dividend

Asset Allocation (%)

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