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BOI AXA Large & Mid Cap Equity Fund - Regular Plan
(Erstwhile BOI AXA Equity)

1 Value Research
0.54%
Change from previous, NAV as on Oct 15, 2019
Category: Equity: Large & MidCap
Assets: R 167 crore (As on Sep 30, 2019)
Expense: 2.85% (As on Aug 31, 2019)
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Trailing Return


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Annual Return (%)
Annual Returns Quarterly Returns Monthly Returns Weekly Returns


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Best & Worst Performance Best (Period) Worst (Period)
Month 34.24   (Apr 28, 2009 - May 28, 2009) -18.82   (Sep 07, 2018 - Oct 09, 2018)
Quarter 92.91   (Mar 05, 2009 - Jun 04, 2009) -19.57   (Jul 27, 2018 - Oct 26, 2018)
Year 111.15   (Mar 09, 2009 - Mar 09, 2010) -22.70   (Oct 05, 2010 - Oct 05, 2011)
Risk Measures (%) Mean Std Dev Sharpe Sortino Beta Alpha
Fund 6.04 16.76 0.01 0.01 1.17 -5.37
S&P BSE 250 Large MidCap TRI 10.61 13.22 0.36 0.57 - -
Category 8.11 14.36 0.16 0.25 1.01 -2.56
Rank within Category 18 22 18 18 23 19
Number of funds in category 23 23 23 23 23 23
As on Sep 30, 2019. The Risk Measures have been calculated using calendar month returns for the last three years.
Trailing Returns (%) YTD 1-Day 1-W 1-M 3-M 6-M 1-Y 3-Y 5-Y 7-Y 10-Y
Fund 2.31 0.06 1.33 3.64 1.57 0.45 5.30 3.77 5.38 9.51 7.01
S&P BSE 250 Large MidCap TRI 2.41 0.32 1.75 1.90 -1.70 -3.19 7.25 9.51 9.52 12.46 10.00
Category 0.96 0.30 1.43 2.11 -1.56 -2.63 6.38 6.32 9.37 13.75 10.87
Rank within Category 11 23 17 5 4 5 12 17 17 17 17
Number of funds in category 24 25 25 25 25 25 22 21 19 18 17
As on Oct 14, 2019