mid capLow risk

BOI AXA Ultra Short Duration Fund- Institutional Plan- Growth

Invests in mid-sized companies (ranked 101-250). Faster growing than large cap, but with bigger price swings. From BOI AXA Mutual Fund. It's been running since 18 Jul 2008.

Latest price per unit

₹1,397.5496

▲ 0.02% today

As of 21 Mar 2013 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.09 L

▲ ₹8.9k gain · 8.9% / year

Invested 3 years ago

₹1.26 L

▲ ₹25.6k gain · 7.9% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

6.0%

The value swings roughly 6% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

0.00%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year8.88%

CAGR — 3 years7.90%

CAGR — 5 years—

CAGR — since launch7.41%

Volatility — 1 year (annualised)0.31%

Volatility — 3 years (annualised)5.95%

Max drawdown — 1 year0.00%

Max drawdown — 3 years0.00%

Sharpe ratio — 1 year (rf=6%)9.23

Sharpe ratio — 3 years (rf=6%)1.03

Fund info

Fund house: BOI AXA Mutual Fund
Category: Equity Scheme - Large & Mid Cap Fund
Plan: —
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 109265
First price on record: 18 Jul 2008 · 871 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.