mid capLow risk

BOI AXA Short Term Income Fund-Institutional Plan-Weekly Dividend

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

₹10.0615

▲ 0.02% today

As of 15 Feb 2012 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.00 L

▲ ₹177 gain · 0.2% / year

Invested 3 years ago

₹1.02 L

▲ ₹1.8k gain · 0.6% / 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

0.9%

The value swings roughly 1% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-4.53%

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 year0.18%

CAGR — 3 years0.61%

CAGR — 5 years—

CAGR — since launch-0.48%

Volatility — 1 year (annualised)0.81%

Volatility — 3 years (annualised)0.87%

Max drawdown — 1 year-0.24%

Max drawdown — 3 years-1.04%

Sharpe ratio — 1 year (rf=6%)-7.22

Sharpe ratio — 3 years (rf=6%)-5.94

Fund info

Fund house: BOI AXA Mutual Fund
Category: Equity Scheme - Large & Mid Cap Fund
Plan: —
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 111587
First price on record: 22 Dec 2008 · 759 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.