BOI AXA Tax Advantage Fund-Reg(G)

50.87 2.60 (5.39%) NAV as on 20-Sep-19
Fund Family:BOI AXA Mutual Fund
Fund Class:Equity - ELSS

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-0.512.95-3.787.758.1416.63
Category Avg4.251.10-6.4211.298.148.37
Category Best10.297.004.5719.8818.4924.63
Category Worst0.82-6.06-25.916.447.59-16.80
SENSEX-4.01-0.972.4110.057.01-
NIFTY-4.71-2.140.358.716.78-

* 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
20192.48NANA3.32
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)17.5828-Dec-153.8913.48-16.32
Axis Long Term Equity Fund(G)45.9131-Dec-094.3111.4311.6916.95
SBI Tax Advantage Fund-III-Reg(G)25.3628-Mar-149.0810.721218.49
SBI Tax advantage Fund-II(G)36.8509-Apr-124.2910.511.9419.04
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]19.3132
Semi Standard Deviation [%]0.5243
Beta [%]0.9069
Sharp Ratio [%]-0.1405
R-Square [%]0.8554
Expense Ratio [%]2.6500
AVG Ratio [%]0.0143
Other Ratios
Jenson Ratio [%]-0.0256
Treynor Ratio [%]-0.0345
Turnover Ratio [%]0.9300
FAMA Ratio [%]-0.0273
SORTINO Ratio [%]-0.0520

Return Calculator

MARKET STATS As on 20/09/2019 As on 20/09/2019

11274.20 (5.32) 38014.62 (5.32)

TOP GAINERS

Company Price Change Gain (%)
MPS Infotecnics0.100.05100.00
KSS0.150.0550.00

TOP LOSERS

Company Price Change Loss (%)
IIFL Securities23.10-66.90-74.33
MVL0.05-0.05-50.00

Portfolio Comparison

MUTUAL FUND ACTIVITY