BOI AXA Capital Protection Oriented Fund Series 5 Direct Plan Growth
A specialised fund. Check the scheme details for what it invests in. From BOI AXA Mutual Fund. It's been running since 4 Nov 2015.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Vs 500 other funds in Income
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 3 of last 4 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 7% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of BOI AXA Capital Protection Oriented Fund Series 5 Direct Plan Growth against other other funds.
Technical details (for the pros)
Fund info
- Fund house
- BOI AXA Mutual Fund
- Category
- Income
- Plan
- Direct
- Option
- Growth
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 135525
- First price on record
- 4 Nov 2015 · 758 daily prices
About BOI AXA Capital Protection Oriented Fund Series 5 Direct Plan Growth
BOI AXA Capital Protection Oriented Fund Series 5 Direct Plan Growth is a Income offered by BOI AXA Mutual Fund under the Direct plan with the Growth option. It has approximately 11 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.
The current NAV of BOI AXA Capital Protection Oriented Fund Series 5 Direct Plan Growth is ₹12.4362 (as of 27 Dec 2018). Historically, it has delivered 6.88% over the last year, 8.43% CAGR over 3 years. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 6.6% annualised volatility — a "moderate" level of bumpiness; its deepest peak-to-trough fall on record was 6.2%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of BOI AXA Capital Protection Oriented Fund Series 5 Direct Plan Growth?+
The latest NAV of BOI AXA Capital Protection Oriented Fund Series 5 Direct Plan Growth is ₹12.4362 as of 27 Dec 2018, up 0.01% from the previous day. NAV is updated once a business day after the market close.
What are the returns of BOI AXA Capital Protection Oriented Fund Series 5 Direct Plan Growth?+
BOI AXA Capital Protection Oriented Fund Series 5 Direct Plan Growth has delivered 1-year return 6.88%, 3-year CAGR 8.43%, since-inception CAGR 7.70%. Returns are historical and don't predict future performance — markets move in cycles.
What category does BOI AXA Capital Protection Oriented Fund Series 5 Direct Plan Growth belong to?+
BOI AXA Capital Protection Oriented Fund Series 5 Direct Plan Growth is categorised as Income. A specialised fund. Check the scheme details for what it invests in.
How risky is BOI AXA Capital Protection Oriented Fund Series 5 Direct Plan Growth?+
Based on its 3-year annualised volatility of 6.6%, BOI AXA Capital Protection Oriented Fund Series 5 Direct Plan Growth sits in the "moderate" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is BOI AXA Capital Protection Oriented Fund Series 5 Direct Plan Growth a direct plan?+
BOI AXA Capital Protection Oriented Fund Series 5 Direct Plan Growth is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).
How old is BOI AXA Capital Protection Oriented Fund Series 5 Direct Plan Growth?+
BOI AXA Capital Protection Oriented Fund Series 5 Direct Plan Growth has NAV history available from 4 Nov 2015 — approximately 11 years of track record and 758 daily NAV observations.
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.