BOI AXA Large & Mid Cap Equity Fund(Q-IDCW)-Direct Plan

16.87 -0.28 (-1.63%) NAV as on 20-Sep-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return12.7927.9859.7616.0914.8414.64
Category Avg13.4523.5460.4917.1414.8420.12
Category Best6.855.811.6717.7223.5224.32
Category Worst1.57-5.28-16.576.107.18-6.23
SENSEX11.7417.3150.5716.3615.45-
NIFTY10.9317.9951.2115.6914.67-

* 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
202115.55NANA4.80
202014.4312.6120.21-23.34
20192.330.274.902.08
2018-1.06-9.772.20-5.94
20176.424.9513.7413.02
20167.248.23-7.96-4.21

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202018.768823117.88
20199.868724210.22
2018-14.182212710.26
201743.576426036.1
20162.331722345.28

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Mirae Asset Emerging Bluechip-Reg(G)96.5212-Jul-1066.2824.1321.6822.72
Tata Large & Mid Cap Fund(G)327.6405-Apr-9655.1419.5814.9413.08
Canara Rob Emerg Equities Fund-Reg(G)161.1215-Mar-0560.2619.4818.8518.47
Quant Large & Mid Cap Fund(G)62.7509-Jan-0757.919.1415.5813.42
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]17.0512
Semi Standard Deviation [%]0.6221
Beta [%]0.7485
Sharp Ratio [%]0.9751
R-Square [%]0.8658
Expense Ratio [%]1.7700
AVG Ratio [%]0.1693
Other Ratios
Jenson Ratio [%]0.0532
Treynor Ratio [%]0.2295
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0870
SORTINO Ratio [%]0.2546

Return Calculator

MARKET STATS As on 21/09/2021 As on 21/09/2021

17562.00 (0.95) 59005.27 (0.88)

TOP GAINERS

Company Price Change Gain (%)
Hindustan Composites341.8036.2011.85
GR Infraprojects1769.45179.5011.29

TOP LOSERS

Company Price Change Loss (%)
Libas Consumer Prod52.25-7.70-12.84
BLS Internatl.Serv247.75-26.65-9.71

Portfolio Comparison

MUTUAL FUND ACTIVITY