BOI AXA Liquid Fund- Direct Plan- Growth
| Category: Debt: Liquid |
| Launch Date: 01-01-2013 |
| Asset Class: Fixed Interest |
| Benchmark: S&P BSE Liquid Rate Index |
| Expense Ratio: 0.09% As on (31-07-2019) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 527.97 Cr As on (31-07-2019) |
| Turn over: - |
(%)
%
S&P BSE Liquid Rate Index 6.2%
PERFORMANCE of BOI AXA Liquid Fund- Direct Plan- Growth
Scheme Performance (%)
Data as on - 16-08-2019Yearly Performance (%)
Fund Managers
Mr. Piyush Baranwal
Mr.Piyush Baranwal is a B. Tech. in Electronics and communication from Manipal Institute of Technology,Manipal.He completed PGDBM in Finance from S.P.Jain Institute of Management and Reserch and CFA. Prior to joining BOI AXA, he has worked with Morgan Stanley Investment Management (Jan, 2011-June, 2014) and Principal Pnb AMC as a Dealer- Fixed Income (May, 2008-Jan, 2011).
Investment Objective
The fund aims to generate reasonable market related returns by investing in Money Market instruments. Also seeks to provide high liquidity to investors. The scheme would be investing more than 80% into securities having average maturity less than or equal to 6 months with low risk profile.
RETURNS CALCULATOR for BOI AXA Liquid Fund- Direct Plan- Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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
Key Performance and Risk Statistics of BOI AXA Liquid Fund- Direct Plan- Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| BOI AXA Liquid Fund- Direct Plan- Growth | 0.24 | 18.51 | 5.94 | 0.15 | 6.54 | 0.09 |
| Debt: Liquid |
PEER COMPARISION of BOI AXA Liquid Fund- Direct Plan- Growth
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
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