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Fund comparison

BOI AXA Capital Protection Oriented Fund Series 3 vs ESSEL FLEXIBLE INCOME FUND

A side-by-side look at the facts — returns, risk and NAV. Not a recommendation.

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Head to head

The facts, side by side

Latest NAV, trailing returns and risk measures for both funds, computed from daily NAV. A dash means the figure isn't available yet. Past performance is not indicative of future results.

BOI AXA Capital Protection Oriented Fund Series 3 vs ESSEL FLEXIBLE INCOME FUND: category, latest NAV, trailing 1/3/5-year returns, annualised volatility and maximum drawdown, direct plan — facts only, not a recommendation.
MetricBOI AXA Capital Protection Oriented Fund Series 3BOI AXA Mutual FundESSEL FLEXIBLE INCOME FUNDEssel Mutual Fund
CategoryDirectDirect
Latest NAV₹11.61as of 29 Jun 2018₹14.95as of 20 Aug 2018
1-year return (CAGR)+8.6%+1.2%
3-year return (CAGR)+5.3%+6.9%
5-year return (CAGR)+6.8%
Annualised volatility6.5%3.1%
Maximum drawdown-8.3%-3.0%
How they compare

What the numbers say

Each line states the same metric for both funds over a named period.

  • Over the trailing 3 years, BOI AXA Capital Protection Oriented Fund Series 3's annualised return (CAGR) was 5.3% versus ESSEL FLEXIBLE INCOME FUND's 6.9%. Past performance is not indicative of future results.

  • Over the available NAV history, BOI AXA Capital Protection Oriented Fund Series 3's annualised volatility was 6.5% and ESSEL FLEXIBLE INCOME FUND's was 3.1%.

  • Over the available NAV history, BOI AXA Capital Protection Oriented Fund Series 3's maximum drawdown was -8.3% and ESSEL FLEXIBLE INCOME FUND's was -3.0%.

  • BOI AXA Capital Protection Oriented Fund Series 3 is categorised as Direct and ESSEL FLEXIBLE INCOME FUND as Direct.

These are historical facts computed from past NAV, stated for each period shown — not a recommendation, a ranking or a view on which fund is better for you.

Go deeper

Open each fund, or build your own comparison

See the full NAV history, calendar-year returns and risk profile on each fund's own page, or line up any two-to-four funds in the interactive comparison tool.

Frequently asked questions

Over the trailing 3 years, BOI AXA Capital Protection Oriented Fund Series 3's annualised return (CAGR) was 5.3% and ESSEL FLEXIBLE INCOME FUND's was 6.9% — so ESSEL FLEXIBLE INCOME FUND recorded the higher 3-year figure over that period. This is a historical fact computed from past NAV, not a view on which fund is right for you. Past performance is not indicative of future results.

Reviewed by Roohani Bangia · NISM-certified Mutual Fund Distributor · ARN-XXXXXX

Returns are direct-plan CAGR, and volatility and maximum drawdown are computed from daily NAV history (source: mfapi), as of each fund's latest NAV date, and are for information only. This page presents balanced facts side by side; it does not rank the funds, name a winner or recommend buying, selling or switching. Past performance is not indicative of future results. Gayatri Financial Synergy is an AMFI-registered Mutual Fund Distributor, not a SEBI-registered Investment Adviser, and may earn commission on regular plans. Content here is for information only and is not investment advice. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.

Not sure which of these fits your goals?

A NISM-certified planner in Faridabad / Delhi NCR can put both funds in the context of your goals, time frame and risk profile — free consultation.