BOI AXA Ultra Short Duration Fund Regular Growth+0.02%

4Groww
8.09%
1 Year Return
Debt
Ultra Short Duration
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

BOI AXA Ultra Short Duration Fund Regular Growth

RiskVery Low
Min SIP Amount₹1000
Expense Ratio0.58%
NAV2308.47 (08 Jul 2019)
Fund Started16 Jul 2008
Fund Size322 Cr

Returns

1Y
3Y*
5Y*
Since inception*
BOI AXA Ultra Short Duration Fund Regular Growth
8.1%
8.0%
8.4%
7.9%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 8.1% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 5 years
    2. Risk is lower compared to the benchmark
    3. 1Y Returns are higher than the benchmark
    4. 3Y Returns are higher than the benchmark
    5. 5Y Returns are higher than the benchmark
    6. Exit load is zero
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Shapoorji Pallonji & Co Ltd. (180D)ConstructionCP13.2%
    JM Financial Asset Reconstruction Co Ltd. (91D)Financial ServicesCP12.1%
    Small Industries Development Bank of India Ltd.Financial ServicesCD12.0%
    CBLO(CCIL)Current AssetsMoney Market8.6%
    8.15 Piramal Enterprises Ltd Jun 14 2019 PharmaDebentures8.4%
    7.45 Indiabulls Housing Finance Ltd. Dec 28 2018 Financial ServicesDebentures8.2%
    8.5 Piramal Capital & Housing Finance Ltd. Apr 19 2019 Financial ServicesDebentures8.2%
    9.1 Dewan Housing Finance Corporation Ltd. Aug 16 2019 Financial ServicesDebentures6.4%
    9.49 Avendus Finance Pvt.Ltd. Jan 31 2020 Financial ServicesDebentures6.2%
    Northern Arc Capital Ltd. (119D)Financial ServicesCP6.0%
    See All

    Fund Managers

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

    Other Details

    BOI AXA Ultra Short Duration Fund Regular Growth is a Debt Mutual Fund Scheme launched by BOI AXA Mutual Fund. This scheme was introduced to investors on 16 Jul 2008. Piyush Baranwal is the Current Fund Manager of BOI AXA Ultra Short Duration Fund Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹322 Cr and the Latest NAV as of 08 Jul 2019 is ₹2308.47.

    The BOI AXA Ultra Short Duration Fund Regular Growth is rated Very Low risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. Nil.

    Investment Objective

    The Scheme seeks to deliver reasonable market related returns with lower risk and higher liquidity through a portfolio of debt and money market instruments. The Scheme is not providing any assured or guaranteed returns. Further, there is also no assurance that the investment objective of the Scheme will be achieved.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Nil
    Exit Load

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    About BOI AXA Mutual Fund

    Address
    BOI AXA Investment Managers Pvt. Ltd. B/204, Tower 1, Peninsula Corporate Park, Ganpatrao Kadam Ma Mumbai 400055
    Phone
    022-40479000
    Launch Date
    30 Mar 2008
    Website
    NA
    BOI AXA Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Karvy
    Address
    NA
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