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BOI AXA Equity Fund Regular Plan-Bonus

Category: Equity Funds Diversified
Launch Date: 21-10-2008
Asset Class: Equity
Benchmark: Nifty 50 Index
Expense Ratio: 2.97% As on (31-07-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 87.33 Cr As on (31-07-2017)
Turn over: 115.0
NAV as on

(%)

CAGR Since Inception

%

Nifty 50 Index 14.04%

PERFORMANCE of BOI AXA Equity Fund Regular Plan-Bonus

Scheme Performance (%)

Data as on - 16-02-2018

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-Bonus

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-Bonus

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
BOI AXA Equity Fund Regular Plan-Bonus 13.29 0.62 -0.33 0.96 - -
Equity Funds Diversified

PEER COMPARISION of BOI AXA Equity Fund Regular Plan-Bonus

Period
Data as on - 16-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)

PORTFOLIO ANALYSIS of BOI AXA Equity Fund Regular Plan-Bonus

Asset Allocation (%)

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