Boi Axa Credit Risk Fund Regular Plan | Pros & Cons NAV(10.24)

Boi Axa Credit Risk Fund Regular Plan

Debt: Credit Risk

Fund Information

Objective

10 Year Gsec

Benchmark

Launched On

Type

--

Min SIP

Min Investment

AUM in Crores

Expense Ratio

Exit Load

BOI AXA Investment Managers Private Limited

Fund House

Fund Managers

Boi Axa Credit Risk Fund Regular Plan Pros & Cons

Pros

  • Boi Axa Credit Risk Fund Regular Plan has over performed index in 2015-2018 years

Cons

  • Boi Axa Credit Risk Fund Regular Plan has under performed index in 2016-2019, 2017-2020 years
  • Higher Expense Ratio
  • Boi Axa Credit Risk Fund Regular Plan is ranking 32nd in last 5 years

Average Returns

Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
Boi Axa Credit Risk Fund Regular Plan 
15.16-29.59-17.69
10 Year Gsec
8.66-4.21-0.7-2.06-2.04-1.22

Boi Axa Credit Risk Fund Regular Plan Rolling Returns

Fund Name3 Year (%)5 Year (%)
AverageMaxMinAverageMaxMin
Boi Axa Credit Risk Fund Regular Plan 
-15.4610.14-33.31-17.060-18.32
10 Year Gsec
-2.3517.21-24.83-1.7411.17-16.61

Risk Parameters

Fund NameMeanStdSharpeBetaAlpha
Boi Axa Credit Risk Fund Regular Plan 
-34.7543.56-0.9060.22-37.34
10 Year Gsec
-5.018.63-1.129--
Risk Parameters are calculated for the last 3 years data.

Calender Year Returns

Portfolio

Stock NameSector% of Total Holdings
Amanta Healthcare Ltd. SR-I 17.00% (31-Mar-24)Corporate Debt18.48
Axis Bank Ltd. (22-Oct-21)Certificate of Deposit7.42
Amanta Healthcare Ltd. SR-I 14% (31-Mar-24)Corporate Debt1.89
Accelarating Education & Development Pvt Ltd. -SR-B 14% (30-Sep-23)Corporate Debt1.03
Accelarating Education & Development Pvt Ltd. -SR-A 13.5% (30-Sep-23)Corporate Debt1.02
Kwality Ltd.08.00% (30-Jun-22)Corporate Debt0
Sintex-BAPL Ltd. -SR-2 5.00% (31-Dec-27)Corporate Debt0
Sintex-BAPL Ltd. -SR-1C (31-Dec-22)Corporate Debt0
Sintex-BAPL Ltd. -SR-1B (31-Dec-21)Corporate Debt0

AUM Yearly

Boi Axa Credit Risk Fund Regular Plan Details

Boi Axa Credit Risk Fund Regular Plan is a mutual fund scheme launched by BOI AXA Investment Managers Private Limited.. crores of assets under management (AUM)


Boi Axa Credit Risk Fund Regular Plan has given returns of 15.16% in the last 1 year and -29.59% in the last 3 years. And since launch the fund has given -10.56% returns.


This fund invests in companies which are fundamentally strong and having growth potential.


The top holdings of the fund are Amanta Healthcare Ltd. SR-I 17.00% (31-Mar-24) , Axis Bank Ltd. (22-Oct-21) , Amanta Healthcare Ltd. SR-I 14% (31-Mar-24) , Accelarating Education & Development Pvt Ltd. -SR-B 14% (30-Sep-23) , Accelarating Education & Development Pvt Ltd. -SR-A 13.5% (30-Sep-23)

Frquently Asked Questions

1. What is the NAV of Boi Axa Credit Risk Fund Regular Plan?

The current Net Asset Value (NAV) of the Boi Axa Credit Risk Fund Regular Plan is 10.24

2. Boi Axa Credit Risk Fund Regular Plan Rolling Returns

The 3 year rolling returns of the Boi Axa Credit Risk Fund Regular Plan:

  • Mean : -15.46%
  • Max : 10.14%
  • Min : -33.31%

3. How do I invest in Boi Axa Credit Risk Fund Regular Plan?

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Boi Axa Credit Risk Fund Regular Plan



Investment Duration 3 years

Disclaimer

Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.