Moneycontrol
SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > MIP Aggressive > BOI AXA Mutual Fund > BOI AXA Regular Return Fund - Regular Plan (G)

BOI AXA Regular Return Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
19.492 0.04 (0.19%)

NAV as on 22 May, 2017

CRISIL MF RANK

Not Ranked

Riskometer

MODERATE

MODERATE

  • Principal at moderate risk.
FUND FAMILY : BOI AXA Mutual Fund FUND CLASS : MIP Aggressive
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2017) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

View Historic Graph From     To     

Returns (NAV as on 22 May, 2017)

Period Returns (%) Rank #
1 mth 0.6 57
3 mth 3.3 23
6 mth 5.6 28
1 year 12.2 49
2 year 9.2 39
3 year 10.1 60
5 year 10.2 17

# Moneycontrol Rank within 103 MIP Aggressive Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 3.4 - - - -
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
2012 3.4 1.4 3.4 3.1 12.2

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 0.6 3.3 5.6 12.2 9.2 10.1 10.2
Category avg 0.7 2.2 4.0 11.2 9.1 10.2 5.8
Difference of Fund returns and Category returns -0.1 1.1 1.6 1.0 0.1 -0.1 4.4
Best of category 1.8 4.7 11.0 26.0 19.4 16.3 14.3
Worst of category -0.8 -3.2 -6.4 -5.8 5.1 5.6 6.4

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) 51.86 (Mar-31-2017)
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 MIP - LTP - Direct (G) Rank 2
197.78 4.7 5.1 18.5 12.0 --
HDFC MIP - LTP (G) Rank 2
3,534.34 4.6 4.8 17.8 11.4 12.1
Reliance MIP - Direct (G) Rank 4
86.81 3.4 4.1 13.5 12.3 --
Reliance MIP (G) Rank 4
2,402.13 3.2 3.7 12.5 11.3 11.0
Birla SL MIP II-Wealth 25 (G) Rank 1
1,571.67 3.9 6.8 19.1 14.7 14.3
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Apr 28, 17)

Sector %

1-Year

HighLow

Banking/Finance 2.91 2.61 2.61
Pharmaceuticals 2.81 1.58 1.58
Miscellaneous 2.37 0.00 0.00
Automotive 2.22 2.82 2.82
Services 1.58 0.24 0.24
Chemicals 1.46 0.97 0.97

View All Sectors

Asset Allocation (%)(Apr 28, 17)

Equity 19.96
Others 0.00
Debt 49.61
Mutual Funds N.A
Money Market 28.96
Cash / Call 1.47

View All

Concentration

Holdings (%)
Top 5 34.38
Top 10 50.67
Sector (%)
Top 3 8.09

News & Videos

News

Messages & Community

Sections
Follow us on
Available On