BOI AXA Large & Mid Cap Equity Fund-Reg(IDCW)

13.92 -0.05 (-0.36%) NAV as on 12-May-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return4.1419.7258.315.7711.2112.78
Category Avg1.9823.8965.4610.0611.2116.25
Category Best6.855.811.6717.7223.5224.32
Category Worst1.57-5.28-16.576.107.18-6.23
SENSEX-5.5412.3055.2111.0713.55-
NIFTY-3.0815.8059.8010.7913.22-

* 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
2021NANANA4.54
202014.1612.3019.88-23.55
20192.03-0.094.521.78
2018-1.36-9.971.91-6.18
20176.164.7013.4012.67
20166.967.93-8.18-4.40

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202017.498923017.88
20198.448724110.22
2018-15.092202700.26
2017426426036.1
20161.341722345.28

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)80.8912-Jul-1076.817.0420.7621.25
Quant Large & Mid Cap Fund(G)56.8109-Jan-0762.5414.5415.8912.8
Kotak Equity Opp Fund(G)165.1210-Sep-0462.0312.6415.3918.3
Tata Large & Mid Cap Fund(G)277.3105-Apr-9660.9511.7513.3812.49
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]19.1375
Semi Standard Deviation [%]0.7150
Beta [%]0.7459
Sharp Ratio [%]0.8886
R-Square [%]0.8889
Expense Ratio [%]2.5800
AVG Ratio [%]0.1782
Other Ratios
Jenson Ratio [%]0.0508
Treynor Ratio [%]0.2354
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0862
SORTINO Ratio [%]0.2339

Return Calculator

MARKET STATS As on 12/05/2021 As on 12/05/2021

14696.50 (-1.04) 48690.80 (-0.96)

TOP GAINERS

Company Price Change Gain (%)
Godrej Consumer Prod872.85156.6521.87
Aaron Industries67.8011.3020.00

TOP LOSERS

Company Price Change Loss (%)
Dishman Carbogen Amc164.25-26.15-13.73
Orient Abrasives24.75-3.90-13.61

Portfolio Comparison

MUTUAL FUND ACTIVITY