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

(Erstwhile 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: 2.95% As on (31-05-2018)
Status: Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 127.45 Cr As on (31-05-2018)
Turn over: 71%
NAV as on 22-06-2018

36.46

0.12 (0.3291%)

CAGR Since Inception

14.31%

Nifty 50 Index 13.93%

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

Scheme Performance (%)

Data as on - 22-06-2018

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 Funds Diversified - - - - - -

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

Period
Data as on - 22-06-2018
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 10.69 15.99 10.14 16.21 0.0
Axis Bluechip Fund - Growth 05-01-2010 20.12 18.27 12.07 17.03 0.0
Axis Focused 25 Fund - Growth Option 29-06-2012 19.28 23.65 15.46 19.38 0.0
Invesco India Contra Fund - Growth 11-04-2007 18.38 22.18 14.91 24.88 16.99
UTI - Equity Fund-Growth Option 01-08-2005 17.37 16.48 11.07 18.38 14.44
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 28-05-2013 16.91 18.58 13.31 19.67 0.0
Taurus Ethical Fund - Regular Plan - Growth Option 06-04-2009 14.71 12.98 6.74 17.81 0.0
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 01-11-2011 14.7 22.28 16.16 21.19 0.0
Edelweiss Large Cap Fund -Plan C - Growth option 20-05-2009 14.43 16.77 9.65 16.64 0.0
Edelweiss Large Cap Fund - Regular Plan - Growth option 20-05-2009 14.41 16.78 9.65 16.64 0.0

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

Asset Allocation (%)

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