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BOI AXA Small Cap Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Small Cap Fund
Fund House : BOI AXA Mutual Fund

Returns (NAV as on 18th September, 2020)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 11-Sep-20 10616.70 6.17% - 5.49% 15/40
1 Month 18-Aug-20 11192.00 11.92% - 7.55% 2/40
3 Month 18-Jun-20 13539.30 35.39% - 25.27% 2/40
6 Month 18-Mar-20 15285.40 52.85% - 37.43% 2/40
YTD 01-Jan-20 13488.80 34.89% - 5.90% 2/38
1 Year 18-Sep-19 14907.20 49.07% 48.91% 13.06% 2/38
Since Inception 19-Dec-18 14460.00 44.60% 23.45% 6.58% 1/35

SIP Returns (NAV as on 18th September, 2020)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 18-Sep-19 12000 16357.19 36.31 % 72.91 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund -0.14% 11.92% 35.39% 52.85% 35.52% 48.91% 0.00% 0.00% 0.00%
Nifty 50 -0.10% 1.05% 14.00% 35.85% -5.45% 6.11% 1.00% 4.25% 7.58%
Benchmark: Nifty Smallcap 100 TRI -0.43% 9.23% 33.78% 49.87% 3.62% 9.90% -8.11% -8.09% 4.42%
Category Average -0.26% 7.55% 25.27% 37.43% 5.90% 13.06% -2.86% -2.56% 8.75%
Category Rank 13/40 2/40 2/40 2/40 2/38 2/38 0/0 0/0 0/0
Best in Category 0.52% 12.02% 54.02% 96.30% 52.03% 57.69% 13.49% 10.53% 13.73%
Worst in Category -0.76% 1.59% 10.50% 21.15% -10.22% -7.72% -11.57% -9.56% 4.24%

Best Quarters

Period This Fund Nifty 50 Nifty Smallcap 100 TRI Category Average
Q3 - 2020 33.03% 10.31% 28.74% 13.92%
Q2 - 2020 21.08% 24.82% 30.34% 15.48%
Q1 - 2019 7.06% 6.96% 4.03% 6.32%

Worst Quarters

Period This Fund Nifty 50 Nifty Smallcap 100 TRI Category Average
Q1 - 2020 -15.77% -29.43% -38.83% -29.59%
Q2 - 2019 -1.30% 1.68% -7.44% -3.54%
Q3 - 2019 -3.48% -3.30% -10.31% 0.4%

Forum

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