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BOI AXA Mid & Small Cap Equity & Debt Fund - Growth

  • Regular
  • Direct
Category : Aggressive Hybrid Fund
Fund House : BOI AXA Mutual Fund
(Min ₹1000 for SIP, ₹5000 for one time investment)
  • Latest (Updated on 30th Sep 2019)
    Crisil Rank

Returns (NAV as on 15th November, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 08-Nov-19 10067.60 0.68% - -0.56% 2/35
1 Month 15-Oct-19 10320.60 3.21% - 3.52% 25/35
3 Month 14-Aug-19 10710.40 7.10% - 6.52% 17/34
6 Month 15-May-19 9843.00 -1.57% - 5.77% 32/33
YTD 01-Jan-19 9429.90 -5.70% - 2.13% 32/33
1 Year 15-Nov-18 9543.30 -4.57% -4.57% 8.74% 31/32
2 Year 15-Nov-17 8802.70 -11.97% -6.18% 2.77% 27/27
3 Year 15-Nov-16 11945.80 19.46% 6.11% 7.77% 23/25
Since Inception 20-Jul-16 11910.00 19.10% 5.40% 10.74% 32/35

SIP Returns (NAV as on 15th November, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 15-Nov-18 12000 11863.02 -1.14 % -2.1 %
2 Year 15-Nov-17 24000 22067.36 -8.05 % -7.84 %
3 Year 15-Nov-16 36000 34583.32 -3.94 % -2.59 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.34% 2.95% 6.83% -2.06% -8.33% -4.58% -7.05% 5.16% 0.00%
Nifty 50 0.27% 4.68% 7.64% 5.79% 2.14% 12.25% 7.96% 12.65% 7.19%
Benchmark: Nifty 50 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
Category Average 0.23% 3.52% 6.52% 5.77% 2.13% 8.74% 2.77% 7.77% 7.33%
Category Rank 9/35 25/35 17/34 32/33 32/33 31/32 27/27 23/25 0/0
Best in Category 0.49% 6.69% 11.25% 13.84% 11.14% 18.96% 9.41% 11.60% 10.29%
Worst in Category -0.11% 0.00% 2.72% -10.58% -14.64% -10.82% -7.05% 1.81% 1.63%

Best Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q4 - 2017 14.78% 5.84% 6.61% 7.17%
Q4 - 2017 14.78% 5.84% 6.61% 7.17%
Q1 - 2017 12.63% 12.16% 12.85% 9.88%

Worst Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q2 - 2019 -8.53% 1.68% 1.06% 0.38%
Q2 - 2018 -8.57% 4.36% 3.15% -3.05%
Q2 - 2019 -8.18% 1.68% 1.06% 0.38%

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