SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Diversified Equity > BOI AXA Mutual Fund > BOI AXA Equity Fund - Eco Plan (G)

BOI AXA Equity Fund - Eco Plan (G) SET SMS ALERT

27.310
0.03 (0.11%)
NAV as on Sep-19-2014
NAV as on Sep-19-2014

Fund Family BOI AXA Mutual Fund

Fund Class Diversified Equity

ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close Bank of India have acquired 51% stake in the joint venture from Bharti Ventures and AXA Investment Managers Asia Holdings w.e.f. May 23, 2012. Hence the name of the schemes will be pre fixed with BOI AXA in place of Bhati AXA.
Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on Sep-19-2014)

Period Returns (%) Rank #
1 mth 4.9 114
3 mth 12.2 83
6 mth 33.6 107
1 year 47.9 109
2 year 24.9 49
3 year 18.7 41
5 year 10.7 52

# Moneycontrol Rank within 174 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 6.2 17.7 - - -
2013 -6.8 2.5 -1.5 10.8 6.5
2012 12.0 0.1 8.2 2.6 25.0
2011 -7.7 -0.1 -10.5 -4.5 -22.7
2010 -4.0 -3.5 11.4 -2.4 3.6
2009 -7.9 43.1 15.8 8.3 69.6

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 4.9 12.2 33.6 47.9 24.9 18.7 10.7
Category avg 5.6 11.8 34.6 49.0 11.7 8.6 5.4
Difference of Fund returns and Category returns -0.7 0.4 -1.0 -1.1 13.2 10.1 5.3
Best of category 11.9 26.3 58.2 85.3 50.8 35.5 22.4
Worst of category -9.1 1.1 18.0 24.9 9.8 2.8 -6.9
Benchmark returns # 2.8 7.7 24.5 32.8 20.9 17.3 10.1
Difference of Fund returns and Benchmark returns 2.1 4.5 9.1 15.1 4.0 1.4 0.6
# Benchmark Index: CNX NIFTY

Investment Info

Investment Objective

To generate income and long-term capital appreciation through a diversified portfolio of predominantly equity and equity-related securities including equity derivatives across all market capitalizations The Scheme is in the nature of diversified multi-cap fund The Scheme is not providing any assured or guaranteed returns.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Oct 01, 2008
Benchmark CNX NIFTY
Asset Size (Rs cr) 5.20 (Jun-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Saurabh Kataria
View performance of schemes managed by the Fund Manager
Notes Bank of India have acquired 51% stake in the joint venture from Bharti Ventures and AXA Investment Managers Asia Holdings w.e.f. May 23, 2012. Hence the name of the schemes will be pre fixed with BOI AXA in place of Bhati AXA.

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if redeemed within 1 Year from date of allotment.

Contact Details

Regd. Office 51, East wing, Kalpataru Synergy, Vakola, Santacruz (E), Mumbai - 400 055, 400 055
Tel. No. 022-40479000
Fax No. 022-40479001
Email service@boiaxa-im.com
Website http://www.boiaxa-im.com

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Equity Fund (G) Rank 3
11,768.95 10.8 44.2 70.7 21.5 17.2
HDFC Equity Fund - Direct (G) Not Ranked
1,117.09 11.0 44.7 71.9 -- --
Reliance Equity Oppor -Direct (G) Not Ranked
241.07 14.3 42.2 70.9 -- --
Reliance Equity Oppor - IP (G) Not Ranked
7.22 14.2 41.8 69.9 25.5 -6.9
Reliance Equity Oppor - RP (G) Rank 2
5,902.41 14.1 41.7 69.6 25.3 21.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 28, 14)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Aug 28, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Aug 28, 14)

Equity 92.77
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 7.23

View All

Sector (%)
Top 3 N.A.

News & Videos

News

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.