BOI AXA Ultra Short Duration Fund- Institutional Plan- Growth

Mutual Fund · Equity Scheme - Large & Mid Cap Fund · As of 18 Oct 2026, 6:50 pm

Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.

DalalBaazaar Score

66/ 100

Good

Weighted across five categories. Every point is explained below.

• Not enough data to assess returns.

Investment Checklist

3 / 3 checks passed

✓ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)

NAV history

Key Metrics

Latest NAV

₹1397.55

As of

21 Mar 2013

Fund History Available

4.7 yrs

Since-Inception Return (CAGR)

7.4%

Only 4.7 yrs of history available — no clean 1Y/3Y/5Y figure yet

Annualized Volatility

4.6%

Relatively stable

Sharpe Ratio (est.)

0.65

Moderate

Max Drawdown

0.0%

Contained

Category Peer Comparison

Scheme	1Y Return
Navi Large & Midcap Fund - Direct Plan - Growth	0.8%
Quant Large & Mid Cap Fund - Direct Plan - Growth Option	6.5%
SBI LARGE & MIDCAP FUND - Direct Plan - Growth	-1.9%
Union Large & Midcap Fund - Direct Plan - Growth Option	0.3%

SIP / Lumpsum Calculator

Total Invested

₹6,00,000

Estimated Maturity Value

₹7,23,301

Estimated Gain

₹1,23,301

Watch Items

This fund doesn't have enough history yet for a reliable 1-year return — the since-inception figure above is annualized from a shorter period and should be treated as rougher.
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.