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BOI AXA Large & Mid Cap Equity Fund Regular Plan- Growth

(Erstwhile BOI AXA Equity Fund Regular Plan- Growth)

Category: Equity: Large and Mid Cap
Launch Date: 21-10-2008
Asset Class: Equity
Benchmark: S&P BSE 200 TRI
Expense Ratio: 3.21% As on (31-07-2018)
Status: Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 127.89 Cr As on (30-06-2018)
Turn over: 58%
NAV as on 14-08-2018

38.39

0.35 (0.9117%)

CAGR Since Inception

14.68%

S&P BSE 200 TRI 12.91%

PERFORMANCE of BOI AXA Large & Mid Cap Equity Fund Regular Plan- Growth

Scheme Performance (%)

Data as on - 14-08-2018

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 Large & Mid Cap 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 Large & Mid Cap Equity Fund Regular Plan- Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
BOI AXA Large & Mid Cap Equity Fund Regular Plan- Growth 13.29 0.54 -0.34 0.93 - -
Equity: Large and Mid Cap - - - - - -

PEER COMPARISION of BOI AXA Large & Mid Cap Equity Fund Regular Plan- Growth

Period
Data as on - 14-08-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
BOI AXA Large & Mid Cap Equity Fund Regular Plan- Growth 21-10-2008 14.67 15.43 10.49 16.91 0.0
Sundaram Large and Midcap Growth 27-02-2007 19.77 20.79 14.2 22.54 12.43
Invesco India Growth Opportunities Fund - Growth 09-08-2007 18.93 18.46 12.73 21.15 14.47
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option 14-06-2007 16.12 15.35 10.77 18.69 12.42
BOI AXA Large & Mid Cap Equity Fund Eco Plan- Growth 21-10-2008 15.62 16.33 11.33 17.75 0.0
Canara Robeco Emerging Equities - Regular Plan - GROWTH 11-03-2005 13.5 20.59 15.4 33.58 20.39
Principal Emerging Bluechip Fund - Growth Option 12-11-2008 12.38 19.05 14.98 29.64 0.0
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 25-02-2015 12.01 18.96 13.35 0.0 0.0
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option 09-07-2010 11.51 20.26 17.17 32.78 0.0
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth 26-05-2005 10.83 12.89 9.94 21.55 14.18

PORTFOLIO ANALYSIS of BOI AXA Large & Mid Cap Equity Fund Regular Plan- Growth

Asset Allocation (%)

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