BOI AXA Fundamental Relationships

111715 -- India Fund  

INR 20.74  0.03  0.00%

The Drivers Module shows relationships between BOI AXA's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of BOI AXA Regular Return Eco Gr over time as well as its relative position and ranking within its peers. Check also Trending Equities.

BOI AXA Regular Equity Positions Weight vs. Three Year Return Fundamental Analysis

BOI AXA Regular Return Eco Gr is third largest fund in three year return among similar funds. It is rated below average in equity positions weight among similar funds making about  2.76  of Equity Positions Weight per Three Year Return.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
BOI AXA 
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
6.40%
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
BOI AXA 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
=
17.65%
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.

BOI AXA Regular Equity Positions Weight Comparison

BOI AXA is currently under evaluation in equity positions weight among similar funds.

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