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

20.34 -0.16 (-0.78%) NAV as on 17-Sep-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return12.5127.3958.2715.3513.9414.26
Category Avg13.4523.5460.4917.1413.9420.12
Category Best6.855.811.6717.7223.5224.32
Category Worst1.57-5.28-16.576.107.18-6.23
SENSEX12.7918.5051.4016.2315.59-
NIFTY12.0719.4552.7015.6214.90-

* 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
202115.24NANA4.55
202014.1112.2819.88-23.53
20192.08-0.154.621.73
2018-1.34-9.971.92-6.22
20176.184.7213.4412.70
20166.987.92-8.20-4.48

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202017.458823117.88
20198.488724210.22
2018-15.12212710.26
201742.146426036.1
20161.241722345.28

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)98.2612-Jul-1066.2824.1321.6822.72
Tata Large & Mid Cap Fund(G)331.4005-Apr-9655.1419.5814.9413.08
Canara Rob Emerg Equities Fund-Reg(G)163.5415-Mar-0560.2619.4818.8518.47
Quant Large & Mid Cap Fund(G)63.6209-Jan-0757.919.1415.5813.42
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]16.8907
Semi Standard Deviation [%]0.6206
Beta [%]0.7417
Sharp Ratio [%]1.0039
R-Square [%]0.8645
Expense Ratio [%]2.6400
AVG Ratio [%]0.1675
Other Ratios
Jenson Ratio [%]0.0590
Treynor Ratio [%]0.2361
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0920
SORTINO Ratio [%]0.2523

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