debtModerate risk

BOI AXA Conservative Hybrid Fund-ECO Plan-Quarterly Dividend

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From BOI AXA Mutual Fund. It's been running since 20 Mar 2009.

Latest price per unit

₹10.3674

▲ 0.13% today

As of 1 Jan 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.12 L

▲ ₹11.8k gain · 11.8% / year

Invested 3 years ago

₹94.7k

▼ ₹5.3k loss · -1.8% / year

Invested 5 years ago

₹1.01 L

▲ ₹1.4k gain · 0.3% / 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

6.7%

The value swings roughly 7% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-22.17%

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 year11.80%

CAGR — 3 years-1.81%

CAGR — 5 years0.29%

CAGR — since launch0.30%

Volatility — 1 year (annualised)6.98%

Volatility — 3 years (annualised)6.70%

Max drawdown — 1 year-8.62%

Max drawdown — 3 years-21.47%

Sharpe ratio — 1 year (rf=6%)0.79

Sharpe ratio — 3 years (rf=6%)-1.18

Fund info

Fund house: BOI AXA Mutual Fund
Category: Debt Scheme - Medium to Long Duration Fund
Plan: —
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 111718
First price on record: 20 Mar 2009 · 2,840 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.