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BOI AXA Equity Fund Regular Plan- Growth

Category: Equity Funds Diversified
Launch Date: 21-10-2008
Asset Class: Equity
Benchmark: Nifty 50 Index
Expense Ratio: 3.0% As on (30-09-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 88.84 Cr As on (30-09-2017)
Turn over: 1.16
NAV as on 21-11-2017

36.53

-0.1 (-0.2737%)

CAGR Since Inception

15.32%

Nifty 50 Index 14.08%

PERFORMANCE of BOI AXA Equity Fund Regular Plan- Growth

Scheme Performance (%)

Data as on - 21-11-2017

Yearly Performance (%)

Fund Managers

Mr. Alok Singh

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 aims at income and long-term capital appreciation through a diversified portfolio of predominantly equity and equity-related securities including equity derivatives, across all market capitalizations. The Scheme is in the nature of diversified mutli-cap fund.

RETURNS CALCULATOR for BOI AXA Equity Fund Regular Plan- Growth

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 Fund Regular Plan- Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
BOI AXA Equity Fund Regular Plan- Growth 13.29 0.54 -0.34 0.93 - -
Equity Funds Diversified - - - - - -

PEER COMPARISION of BOI AXA Equity Fund Regular Plan- Growth

Period
Data as on - 21-11-2017
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
BOI AXA Equity Fund Regular Plan- Growth 21-10-2008 35.8 17.25 9.35 15.71 0.0
Principal Growth Fund-Growth Option 25-10-2000 48.08 24.76 15.9 22.23 7.95
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 01-11-2011 47.86 23.18 17.77 20.14 0.0
SBI-ETF Nifty Next 50 16-03-2015 45.61 25.23 0.0 0.0 0.0
Reliance ETF Junior BeES 21-02-2003 44.84 0.0 0.0 0.0 0.0
ICICI Prudential Nifty Next 50 Index Fund - Growth 25-06-2010 44.61 24.37 17.45 21.81 0.0
Edelweiss Economic Resurgence Fund - Regular Plan - Growth Option 27-01-2015 44.57 19.68 0.0 0.0 0.0
Aditya Birla Sun Life India Reforms Fund-Growth 25-06-2010 43.9 22.35 13.71 17.16 0.0
Principal Dividend Yield Fund-Growth Plan 15-10-2004 43.82 23.12 12.8 16.38 9.39
BNP PARIBAS Dividend Yield Fund-Growth Option 15-09-2005 43.56 20.66 15.27 20.55 13.65

PORTFOLIO ANALYSIS of BOI AXA Equity Fund Regular Plan- Growth

Asset Allocation (%)

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