mid capLow risk

BOI AXA Short Term Income Fund-Institutional Plan-Quarterly 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 19 Feb 2009.

Latest price per unit

₹10.1171

▲ 0.00% today

As of 2 Mar 2010 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.01 L

▲ ₹682 gain · 0.7% / 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

2.2%

The value swings roughly 2% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-1.89%

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 year0.68%

CAGR — 3 years—

CAGR — 5 years—

CAGR — since launch1.13%

Volatility — 1 year (annualised)2.19%

Volatility — 3 years (annualised)2.19%

Max drawdown — 1 year-1.89%

Max drawdown — 3 years-1.89%

Sharpe ratio — 1 year (rf=6%)-2.41

Sharpe ratio — 3 years (rf=6%)-2.19

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: 111588
First price on record: 19 Feb 2009 · 243 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.