Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

BOI AXA Large & Mid Cap Equity-Growth

Ranked 177 out of 307 in - India over 36 months
All calculations are in INR unless stated

Managed by

Alok Singh

Objective

To generate income and long-term capital appreciation through a diversified portfolio of predominantly equity and equity-related securities including equity derivatives, across all market capitalizations. The Scheme is in the nature of diversified multi-cap fund. The asset allocation shall be as follows: Equity and equity related securities of large cap companies-35%-100%, Equity and equity related securities of mid cap stocks-35%-100%Debt & money market securities/instruments-0%-30%.

Performance

India over : 31/08/2015 - 31/08/2018
  • Rank 177/307 Total Return
  • Rank 169/307 Standard Deviation
  • Rank 140/307 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -6.2% -1.4%
2017 42.1% 12.7% 6.2% 4.7% 13.4%
2016 1.3% -4.5% 7.0% 7.9% -8.2%
2015 -2.3% 3.6% -4.0% -1.9% 0.2%
2014 41.1% 6.1% 17.5% 7.6% 5.2%
2013 6.7% -6.2% 2.9% -0.9% 11.6%
2012 24.8% 12.0% 0.5% 8.1% 2.5%
2011 -22.6% -7.4% -0.2% -10.9% -6.1%
2010 4.5% -3.0% -1.9% 10.5% -0.7%
2009 74.3% -5.3% 45.3% 17.8% 7.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. India

Fund Info

  • Launch date29/10/2008
  • Share Class size869Mn
  • Base currencyINR
  • ISIN INF761K01108

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment300

Charges

  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).