BOI AXA Tax Advantage Fund-Reg(G)

50.68 -0.07 (-0.14%) NAV as on 19-Jun-19
Fund Family:BOI AXA Mutual Fund
Fund Class:Equity - ELSS

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return2.343.90-7.6911.1510.2717.03
Category Avg4.251.10-6.4211.2910.278.37
Category Best10.297.004.5719.8818.4924.63
Category Worst0.82-6.06-25.916.447.59-16.80
SENSEX1.957.2010.8413.689.19-
NIFTY1.386.609.1612.699.17-

* 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
2019NANANA3.32
2018-1.62-10.581.15-5.99
20176.949.3416.2116.03
20167.768.85-10.28-6.15
2015-1.75-0.76-1.646.42
201417.396.038.616.52

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
2018-16.346575-22.12
201757.6616832.06
2016-1.2458629.39
20152.063157-0.6
201444385151.98

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Mirae Asset Tax Saver Fund-Reg(G)17.6628-Dec-158.8618.39-17.77
SBI Tax advantage Fund-II(G)36.6809-Apr-128.8316.0415.5519.7
SBI Tax Advantage Fund-III-Reg(G)25.3828-Mar-1411.7115.4116.0219.49
JM Tax Gain Fund(G)17.1631-Mar-085.0714.7912.64.93
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]18.0848
Semi Standard Deviation [%]0.4715
Beta [%]0.9175
Sharp Ratio [%]-0.2712
R-Square [%]0.8089
Expense Ratio [%]2.6800
AVG Ratio [%]0.0425
Other Ratios
Jenson Ratio [%]-0.0733
Treynor Ratio [%]-0.0579
Turnover Ratio [%]0.7900
FAMA Ratio [%]-0.0686
SORTINO Ratio [%]-0.0903

Return Calculator

MARKET STATS As on 20/06/2019 As on 20/06/2019

11831.75 (1.20) 39601.63 (1.25)

TOP GAINERS

Company Price Change Gain (%)
MPS Infotecnics0.100.05100.00
Jet Airways (I)62.8529.7589.88

TOP LOSERS

Company Price Change Loss (%)
Uttam Value Steels0.05-0.05-50.00
Agarwal Indl. Corp100.75-24.85-19.79

Portfolio Comparison

MUTUAL FUND ACTIVITY