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BOI AXA Regular Return Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
21.216 0.02 (0.10%)

NAV as on 19 Apr, 2018

CRISIL MF RANK

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MODERATE

MODERATE

  • Principal at moderate risk.
FUND FAMILY : BOI AXA Mutual Fund FUND CLASS : MIP Aggressive
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ranking by CRISIL

Very Good performance in the category

The scheme is ranked 1 in MIP Aggressive category by Crisil (for quarter ended Dec 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested.

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Returns (NAV as on 19 Apr, 2018)

Period Returns (%) Rank #
1 mth 1.0 55
3 mth -0.1 27
6 mth 3.0 13
1 year 9.7 6
2 year 10.8 12
3 year 9.1 12
5 year 10.2 24

# Moneycontrol Rank within 64 MIP Aggressive Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 3.4 2.5 2.9 3.5 13.8
2016 0.8 3.1 4.0 -0.7 8.4
2015 2.4 0.2 2.2 1.4 7.1
2014 3.3 4.2 3.2 3.5 15.7
2013 -0.6 1.0 0.8 3.2 5.1

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (MIP Aggressive)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 1.0 -0.1 3.0 9.7 10.8 9.1 10.2
Category avg 1.3 -- 1.7 6.6 9.1 7.1 7.8
Difference of Fund returns and Category returns -0.3 -0.1 1.3 3.1 1.7 2.0 2.4
Best of category 2.7 2.6 4.9 10.4 16.0 11.5 13.4
Worst of category 0.6 -2.1 -1.0 3.5 5.3 4.6 6.5
BOI AXA Regular Return Fund - Regular Plan (G) Review by Crisil - Rating: 5 (Rank 1 out of 5)

Investment Info

Investment Objective

The Scheme seeks to generate regular income through investments in fixed income securities and also to generate long term capital appreciation by investing a portion in equity and equity related instruments.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Feb 26, 2009
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 186.95 (Mar-31-2018)
Minimum Investment Rs.10000
Last Dividend N.A.
Bonus N.A.
Fund Manager Alok Singh
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments For redemption/switch out of up to 10% of the initial units allotted within 1 year from the date of allotment, Any redemption/switch out-in excess of the above mentioned limit would be subject to an exit load of 1%, if the units are switched out within 1 year from the date of allotment of units, If the units are redeemed/switched out after 1 year from the date of allotment of units Nil.

Contact Details

Regd. Office B/204, Tower 1, Peninsula Corporate Park, Ganpatrao Kadam Marg, Lower Parel, Mumbai, 400013
Tel. No. 1800-103-2263 / 1800-266-2676
Fax No.
Email service@boiaxa-im.com
Website http://www.boiaxa-im.com

Peer Comparison

MIP Aggressive Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Equity saving Fund (G) Not Ranked
6,173.46 -1.2 2.1 7.0 10.2 10.7
HDFC MIP - LTP (G) Rank 3
3,340.05 -2.1 0.4 4.2 7.6 10.4
ABSL MIP II-Wealth 25 (G) Rank 1
2,455.21 -0.8 -1.0 6.1 9.7 13.4
Reliance MIP (G) Rank 4
2,128.14 -0.7 0.1 5.7 6.9 9.8
ICICI Pru MIP 25 - Direct (G) Rank 2
103.52 1.0 3.2 9.5 10.1 12.6
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Feb 28, 18)

Sector %

1-Year

HighLow

Engineering 3.92 0.00 0.00
Banking/Finance 3.40 0.00 0.00
Cement 2.78 0.00 0.00
Miscellaneous 2.36 0.00 0.00
Manufacturing 1.62 0.00 0.00
Chemicals 1.51 0.00 0.00

View All Sectors

Asset Allocation (%)(Feb 28, 18)

Equity 19.92
Others 0.00
Debt 46.78
Mutual Funds N.A
Money Market 15.97
Cash / Call 17.33

View All

Concentration

Holdings (%)
Top 5 27.70
Top 10 41.02
Sector (%)
Top 3 10.10

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