Bharti AXA Fixed Maturity Plan Series 3M-I - Institutional (D)
Fund Family Bharti AXA Mutual Fund
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Returns (NAV as on Oct-29-2008)
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | - | - |
| 3 mth | - | - |
| 6 mth | - | - |
| 1 year | - | - |
| 2 year | - | - |
| 3 year | - | - |
| 5 year | - | - |
Absolute Returns (in %)
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2008 | - | - | 1.2 | 0.8 | 2.2 |
* Returns over 1 year are Annualised
Performance
Fund returns v/s Category average ()
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -- | -- | -- | -- | -- | -- | -- |
| Category avg | 0.6 | -7.3 | 8.2 | -27.1 | -- | -6.1 | -- |
| Difference of Fund returns and Category returns | -- | -- | -- | -- | -- | -- | -- |
| Best of category | -6.9 | -7.3 | -7.8 | -27.1 | -- | -6.1 | -- |
| Worst of category | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Investment Info
Investment Objective
Bharti AXA Fixed Maturity Plan Series 3M-I, is a close-ended income scheme. The investment objective of the scheme is to achieve capital appreciation by investing in a portfolio of debt and money market securities. It is envisaged that the portfolio of the Plan will display a maturity profile that is generally in line with the term there of.
Scheme details
| Fund Type | Close-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | Aug 06, 2008 |
| Benchmark | N.A |
| Asset Size (Rs cr) | 2.26 (Nov-30-2008) |
| Minimum Investment | Rs.1000000 |
| Last Dividend | N.A. |
| Bonus | N.A. |
| Fund Manager | Sriraj Bhattacharjee View performance of schemes managed by the Fund Manager |
| Notes | N.A |
Load Details
| Entry Load | N.A |
|---|---|
| Exit Load | 0.50% |
| Load Comments | Exit Load : 0.5% if redeemed before the maturity of the Plan |
Contact Details
| Regd. Office | Bharti AXA Investment Managers Pvt. Ltd., 51, East wing, Kalpataru Synergy, Vakola, Santacruz (E), Mumbai - 400 055, 400 055 |
|---|---|
| Tel. No. | 022-40479000 |
| Fax No. | 022-40479001 |
| service@bhartiaxa-im.com | |
| Website | https://www.bhartiaxa-im.com |
Peer Comparison
| Crisil Rank | Assets (Rs.cr) |
||||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Sundaram Capex Oppor.- IP (G) | Not Ranked |
0.32 | 0.0 | 0.0 | -- | -- | -- |
| ICICI Pru Real Est-Sec -RP (G) | Not Ranked |
303.28 | 0.0 | 0.0 | -- | -- | -- |
| Mirae Ultra STBF - SIP (G) | Not Ranked |
257.04 | 0.0 | 0.0 | -- | -- | -- |
| Mirae Liquid Fund - SIP (G) | Not Ranked |
231.07 | 0.0 | 0.0 | -- | -- | -- |
| Templeton (I) TMA- Liquid (G) | Not Ranked |
41.93 | 0.0 | 0.0 | -- | -- | -- |
| * Returns over 1 year are Annualised | More Β» | ||||||
Portfolio
Asset Allocation (%)()
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 0.00 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
News & Videos
News
Bharti AXA Mutual fund appoints Chief Investment Officer
Bharti AXA Mutual Fund announced the appointment of Mr. Alok Singh as Chief Investment Officer- Fixe ...
Apr 02, 2012 at 11:31 | Source: Moneycontrol.com
-
Bharti looking to exit asset management JV with AXA
Bharti plans to rework its relationship with AXA, reports CNBC-TV18, quoting sources. It is looking ...
Mar 31, 2009 at 22:00 | Source: CNBC-TV18
-
Are Fixed Income investments safe now?
Sujoy Kumar Das, Head - Fixed Income at Bharti Axa Investment Managers discusses the volatility in t ...
Mar 02, 2009 at 19:12 | Source: Moneycontrol.com
Videos
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Oct 25, 2011
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Oct 25, 2011
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Oct 25, 2011
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