BOI AXA Conservative Hybrid Fund(M-IDCW)-Direct Plan

10.67 -0.02 (-0.14%) NAV as on 28-Sep-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return3.628.0812.914.543.825.14
Category Avg16.1314.9514.759.033.827.87
Category Best3.625.778.6310.9311.6111.03
Category Worst-0.870.12-3.295.306.376.07

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
20213.52NANA0.63
20203.126.724.29-2.42
2019-11.680.162.922.34
2018-1.48-1.621.43-0.20
20172.923.214.074.14
20163.374.38-0.011.12

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202012824NA
2019-6.832323NA
2018-1.892830NA
201715.12333NA
20169.12738NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Kotak Debt Hybrid Fund(G)42.5303-Dec-0321.5813.469.358.45
Canara Rob Conservative Hybrid Fund-Reg(G)74.9631-Mar-9616.2512.258.838.63
SBI Debt Hybrid Fund-Reg(G)51.9131-Mar-0121.0711.828.228.35
Baroda Conservative Hybrid Fund(G)30.6309-Sep-0410.9811.568.286.78
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]3.7981
Semi Standard Deviation [%]0.0638
Beta [%]0.1655
Sharp Ratio [%]0.9521
R-Square [%]0.0769
Expense Ratio [%]2.0000
AVG Ratio [%]0.0107
Other Ratios
Jenson Ratio [%]0.0417
Treynor Ratio [%]0.2518
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0420
SORTINO Ratio [%]-0.0045

Return Calculator

MARKET STATS As on 28/09/2021 As on 28/09/2021

17748.60 (-0.60) 59667.60 (-0.68)

TOP GAINERS

Company Price Change Gain (%)
Future Consumer8.000.9012.68
Confidence Petroleum85.609.0511.82

TOP LOSERS

Company Price Change Loss (%)
EIH127.70-13.25-9.40
JIK Industries0.55-0.05-8.33

Portfolio Comparison

MUTUAL FUND ACTIVITY