mid capLow risk

BOI AXA Short Term Income 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 22 Dec 2008.

Latest price per unit

₹15.0822

▲ 0.00% today

As of 17 Dec 2014 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.10 L

▲ ₹10.0k gain · 10.0% / year

Invested 3 years ago

₹1.29 L

▲ ₹28.6k gain · 8.7% / year

Invested 5 years ago

₹1.46 L

▲ ₹45.6k gain · 7.8% / 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

2.7%

The value swings roughly 3% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-3.51%

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 year10.04%

CAGR — 3 years8.74%

CAGR — 5 years7.80%

CAGR — since launch6.73%

Volatility — 1 year (annualised)0.69%

Volatility — 3 years (annualised)2.67%

Max drawdown — 1 year-0.23%

Max drawdown — 3 years-1.46%

Sharpe ratio — 1 year (rf=6%)6.18

Sharpe ratio — 3 years (rf=6%)1.67

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: 111586
First price on record: 22 Dec 2008 · 1,323 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.