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BOI AXA Regular Return Fund-Regular Plan-Growth

Category: Hybrid Debt Oriented Funds
Launch Date: 18-03-2009
Asset Class: Mixed Asset
Benchmark: Crisil MIP Blended Index
Expense Ratio: 2.0% As on (30-09-2017)
Status: Open Ended Schemes(Income) for subscription
Minimum Investment: 10000.0
Minimum Topup: 1000.0
Total Assets: 120.64 Cr As on (30-09-2017)
Turn over: 69.0
NAV as on 23-02-2018

20.9123

0.08 (0.3663%)

CAGR Since Inception

8.6%

PERFORMANCE of BOI AXA Regular Return Fund-Regular Plan-Growth

Scheme Performance (%)

Data as on - 23-02-2018

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 seeks to generate regular income through investments of a substantial portion in fixed income securities and long term capital appreciation by investing upto 20% of the net assets in equity and equity related nstruments. The scheme will seek to build a well-diversified, high credit portfolio that minimizes liquidity risk and credit risk.

RETURNS CALCULATOR for BOI AXA Regular Return 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 Regular Return Fund-Regular Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
BOI AXA Regular Return Fund-Regular Plan-Growth 3.09 2.24 2.19 0.97 - 3.76
Hybrid Debt Oriented Funds - - - - - -

PEER COMPARISION of BOI AXA Regular Return Fund-Regular Plan-Growth

Period
Data as on - 23-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
BOI AXA Regular Return Fund-Regular Plan-Growth 18-03-2009 10.76 12.18 8.91 10.04 0.0
Escorts Opportunities Fund-Growth 26-02-2001 20.9 14.44 8.61 12.93 6.25
Indiabulls Monthly Income Plan-Regular Plan-Growth Option 02-12-2015 18.74 13.49 0.0 0.0 0.0
Escorts Balanced Fund-Growth Option 21-03-2001 16.37 17.09 8.01 17.54 7.57
Tata Young Citizen Fund [>3 years upto 7 years] Regular Plan 14-10-1995 13.57 15.48 7.78 12.34 4.73
Tata Young Citizen Fund [Upto 3 years] Regular Plan 14-10-1995 13.57 15.48 7.78 12.34 4.73
BOI AXA Regular Return Fund-ECO Plan-Growth 18-03-2009 11.08 12.43 9.07 10.13 0.0
ICICI Prudential MIP - 25 - Plan - Growth 30-03-2004 9.42 13.88 8.8 11.45 9.38
HDFC Multiple Yield Fund - Plan 2005-Growth 17-08-2005 9.16 11.41 8.02 10.4 9.83
Axis Income Saver -Growth Option 16-07-2010 9.03 8.7 6.56 9.39 0.0

PORTFOLIO ANALYSIS of BOI AXA Regular Return Fund-Regular Plan-Growth

Asset Allocation (%)

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