otherModerate risk

BOI AXA Capital Protection Oriented Fund- Series 1 Direct Growth

A specialised fund. Check the scheme details for what it invests in. From BOI AXA Mutual Fund. It's been running since 18 Nov 2013.

Latest price per unit

₹13.3168

▲ 0.03% today

As of 9 Jan 2017 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.13 L

▲ ₹12.8k gain · 12.8% / year

Invested 3 years ago

₹1.31 L

▲ ₹31.1k gain · 9.4% / 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

10.7%

The value swings roughly 11% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-17.65%

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 year12.84%

CAGR — 3 years9.45%

CAGR — 5 years—

CAGR — since launch8.38%

Volatility — 1 year (annualised)9.64%

Volatility — 3 years (annualised)10.66%

Max drawdown — 1 year-5.04%

Max drawdown — 3 years-17.65%

Sharpe ratio — 1 year (rf=6%)0.73

Sharpe ratio — 3 years (rf=6%)0.33

Fund info

Fund house: BOI AXA Mutual Fund
Category: Income
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 125371
First price on record: 18 Nov 2013 · 754 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.