Equity Scheme - Large & Mid Cap FundBOI AXA Mutual Fund

BOI AXA Short Term Income Fund-Institutional Plan- Growth

₹15.0822▲ 0.0005 (0.00%)

Scheme Type

Open Ended Schemes

NAV History

+14.01%

365 data points · Period:1Y

Returns

CAGR

—

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹11,401

+14.0%

3Y Ago

₹14,595

+46.0%

5Y Ago

—

Past performance ≠ future results

Fund Analytics

Score: 43.4 / 100

Performance

Total Returns

Simple return over period

+9.97%

CAGR

Compound annual growth rate

+9.97%

Growth of ₹10K

Hypothetical investment value

₹10,997

SIP XIRR

SIP internal rate of return

+10.51%

Risk

Volatility (Ann.)

Std deviation of returns

0.69%LOW

Max Drawdown

Worst peak-to-trough

-0.23%

Sharpe Ratio

Risk-adjusted return

5.77GOOD

Sortino Ratio

Downside risk-adjusted return

4.96GOOD

Benchmark

Beta

Market sensitivity

0.01DEF

Alpha

Excess return vs benchmark

+0.91%

Tracking Error

Deviation from benchmark

12.61%

Information Ratio

Alpha per unit tracking error

0.07

Treynor Ratio

Return per unit systematic risk

430.67

Capture

Upside Capture

Participation in market gains

7.14%

Downside Capture

Participation in market losses

-5.83%

Rolling Returns

1Y Rolling CAGR

Avg 8.3% (-0.1% – 13.4%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2014-12-17

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+10.0%+338.4%

+0.9%

3Y+8.7%—

—

5Y+7.8%—

—

Beta

1Y:0.013Y:—5Y:—

Outperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹1,24,017

Total Value

₹4,24,017

*Based on historical CAGR. Projections are illustrative, not guaranteed