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

11.79 -0.04 (-0.36%) NAV as on 17-Sep-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return4.728.4513.252.873.894.70
Category Avg15.7714.2113.788.363.897.83
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
20172.923.214.074.12
20163.374.39-0.011.13

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202012824NA
2019-6.832323NA
2018-1.892830NA
201715.09333NA
20169.122738NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Kotak Debt Hybrid Fund(G)42.4003-Dec-0319.9812.379.58.45
Canara Rob Conservative Hybrid Fund-Reg(G)75.2231-Mar-9615.7411.929.148.67
Baroda Conservative Hybrid Fund(G)30.6709-Sep-0410.8411.438.56.81
SBI Debt Hybrid Fund-Reg(G)51.8931-Mar-0119.811.38.48.37
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]3.9509
Semi Standard Deviation [%]0.0638
Beta [%]0.1852
Sharp Ratio [%]0.8545
R-Square [%]0.0826
Expense Ratio [%]2.0000
AVG Ratio [%]0.0094
Other Ratios
Jenson Ratio [%]0.0395
Treynor Ratio [%]0.2117
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0413
SORTINO Ratio [%]-0.0247

Return Calculator

MARKET STATS As on 17/09/2021 As on 17/09/2021

17585.15 (-0.25) 59015.89 (-0.21)

TOP GAINERS

Company Price Change Gain (%)
Dodla Dairy636.40104.0019.53
Surya Roshni774.30119.9018.32

TOP LOSERS

Company Price Change Loss (%)
CESC92.20-789.85-89.55
RPP Infra Projects77.00-9.85-11.34

Portfolio Comparison

MUTUAL FUND ACTIVITY