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BOI AXA EQUITY DEBT REBALANCER FUND REGULAR PLAN DIVIDEND

Category: Hybrid (Asset Allocation Funds)
Launch Date: 14-03-2014
Asset Class: Mixed Asset
Benchmark: Crisil Balanced Fund Index
Expense Ratio: 2.25% As on (31-07-2017)
Status: Open Ended Schemes(Balanced) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 237.86 Cr As on (31-07-2017)
Turn over: -
NAV as on

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CAGR Since Inception

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PERFORMANCE of BOI AXA EQUITY DEBT REBALANCER FUND REGULAR PLAN DIVIDEND

Scheme Performance (%)

Data as on - 22-05-2018

Yearly Performance (%)

Fund Managers

Mr. Saurabh Kataria, Mr. Alok Singh

He is a B.Com (Hons.) and MBA (Finance). Prior to joining BOI AXA Investment Managers in 2009 he has worked with Irevna Research, Goldman Sachs and Askar Capital Private Equity.

Investment Objective

The scheme aims at generating long term returns with lower volatility by following a disciplined allocation between equity and debt securities. The equity allocation will be determined based on the month end P/E ratio of the CNX Nifty Index

RETURNS CALCULATOR for BOI AXA EQUITY DEBT REBALANCER FUND REGULAR PLAN 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 EQUITY DEBT REBALANCER FUND REGULAR PLAN DIVIDEND

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
BOI AXA EQUITY DEBT REBALANCER FUND REGULAR PLAN DIVIDEND 5.29 0.89 -0.52 0.83 - 2.59
Hybrid (Asset Allocation Funds)

PEER COMPARISION of BOI AXA EQUITY DEBT REBALANCER FUND REGULAR PLAN DIVIDEND

Period
Data as on - 22-05-2018
Scheme Name Launch
Date
1-Year
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5-Yrs
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10-Yrs
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PORTFOLIO ANALYSIS of BOI AXA EQUITY DEBT REBALANCER FUND REGULAR PLAN DIVIDEND

Asset Allocation (%)

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