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  • BOI AXA Mutual Funds
  • Bank of India Conservative Hybrid Fund Eco (Growth)

Formerly BOI AXA Cnsrv Hybrid Eco Gr

BOI AXA Mutual Funds

Bank of India Conservative Hybrid Fund Eco (Growth)

HybridConservative Hybrid

28.5647

NAV (Jan 27)

5.8%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in conservative hybrid mutual funds.

Conservative hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

Conservative hybrid funds are primarily debt funds which invest a small amount in Equity instruments.

They will tend to fluctuate a little in line with market movements - providing marginal extra gains when the market moves up and marginally lower returns when the market is down.It’ s better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Rolling Returns

Poor

The performance of the fund on a Rolling Returns metric has been Poor

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

28.5647

NAV (Jan 27)

Fund Returns

Last 1Y

21.8%

Last 3Y

13.4%

Last 5Y

5.8%

Last 10Y

8.1%

Since Inception

7.9%

6 Month CAGR

2.9%

Scheme Information

Investment Objective

The Scheme seeks to generate regular income through investments in fixed income securities and also to generate long term capital appreciation by investing a portion in equity and equity related instruments. However,there can be no assurance that the income can be generated,regular or otherwise,or the investment objectives of the Scheme will be realized.

Expense Ratio

2.25

Launched (14y ago)

Mar 18, 2009

AUM in Crores

63.758

ISIN

INF761K01397

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 85+15 - ConservativeTR INR

SIP Minimum

0

Lumpsum Min.

10000

Standard Deviation (3yr)

12.1

Standard Deviation (5yr)

11.4

Beta (3yr)

0.95

Beta (5yr)

0.99

Sharpe Ratio (3yr)

0.779

Sharpe Ratio (5yr)

0.132

YTM

7.18

Fund Managers

Alok Singh

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Bank of India Conservative Hybrid Fund Eco (Growth)70%842,314 109,7025.8%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-01-27

Top Stock Holdings

7.26% govt stock 2032

12%
12%

treps

6.7%
6.7%

rural electrification corporation limited

6.4%
6.4%

power finance corporation ltd.

6.2%
6.2%

kotak mahindra bank limited (formerly kotak mahindra finance limited)

5.3%
5.3%
See all holdings

Allocation by Sector

financial services

4.4%
4.4%

basic materials

3.8%
3.8%

industrials

3.5%
3.5%

consumer cyclical

2.9%
2.9%

healthcare

2.3%
2.3%
See all sectors

Compare Bank of India Conservative Hybrid Fund Eco (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,281 cr

₹ 949 cr

₹ 530 cr

₹ 2,750 cr

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About the AMC

BOI AXA Investment Mngrs Private Ltd

Bank of India Investment Managers Private Limited manages assets worth 3,417 crores and was set up on 12 April 2007. It's current offering of mutual fund schemes includes 29 equity,35 debt and 18 hybrid funds.

amc-img

  • 022-40479000
  • service@boiaxa-im.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    20.4%

    18.5%

    23.8%

    8.9%

    19.9%

    17.9%

    32%

    26.4%

    19.3%

    17.6%

    Bank of India Conservative Hybrid Fund Eco (G) Review

    Bank of India Conservative Hybrid Fund Eco (G) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 7.9% over a period of 13 years. The fund was previously known as BOI AXA Cnsrv Hybrid Eco Gr. The fund is managed by Bank of India Investment Managers Private Limited. The fund manager’s name is Alok Singh.

    Nav of Bank of India Conservative Hybrid Fund Eco (G) as of 1/27/2023 is ₹28.56 with the total AUM as of 1/28/2023 is ₹63.758. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bank of India Conservative Hybrid Fund Eco (G) was launched on Mar 18, 2009. The category risk of the fund is Moderately High risk.

    The minimum SIP amount for Bank of India Conservative Hybrid Fund Eco (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹10000. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is Bank of India Conservative Hybrid Fund Eco (G)?

    Bank of India Conservative Hybrid Fund Eco (G) is a Conservative Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

    How to invest in Bank of India Conservative Hybrid Fund Eco (G)?

    You can invest in Bank of India Conservative Hybrid Fund Eco (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Bank of India Conservative Hybrid Fund Eco (G)?

    The minimum sip amount for Bank of India Conservative Hybrid Fund Eco (G) is ₹0. You can invest in multiples of ₹10000.

    Is Bank of India Conservative Hybrid Fund Eco (G) good to invest in?

    As per Scripbox experts, Bank of India Conservative Hybrid Fund Eco (G) is a Neutral fund. You can investBank of India Conservative Hybrid Fund Eco (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Bank of India Conservative Hybrid Fund Eco (G)?

    The expense ratio of the Bank of India Conservative Hybrid Fund Eco (G) is 2.25% for regular plan.