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  • Bank of India Conservative Hybrid Fund Eco (PIDCW-M)

Formerly BOI AXA Cnsrv Hybrid Eco Mly IDCW-P

BOI Mutual Funds

Bank of India Conservative Hybrid Fund Eco (PIDCW-M)

HybridConservative Hybrid

25.6572

NAV (Jun 21)

11%
5 Year CAGR
Scripbox Opinion
Not Recommended
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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

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

Rolling Returns

Category Leader

The fund has been a Category Leader on the Rolling Returns metric

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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

NAV ()

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
NA

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
1.84
Launched (15y ago)
Mar 18, 2009
AUM in Crores
72.403
ISIN
INF761K01413
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 85+15 - ConservativeTR INR
SIP Minimum
0
Lumpsum Min.
10000
Standard Deviation (3yr)
11.7
Standard Deviation (5yr)
11.1
Beta (3yr)
1.15
Beta (5yr)
0.95
Sharpe Ratio (3yr)
0.709
Sharpe Ratio (5yr)
0.393
YTM
7.34
Fund Managers

Alok Singh

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Bank of India Conservative Hybrid Fund Eco (PIDCW-M)70%9,59,639 2,27,02711%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-06-21

Top Stock Holdings

7.26% govt stock 2033

15.4%
15.4%

7.18% govt stock 2033

7.9%
7.9%

indian railway finance corporation limited

7%
7%

national bank for agriculture and rural development 7.68%

6.9%
6.9%

rural electrification corporation limited

5.6%
5.6%
See all holdings

Allocation by Sector

industrials

7.2%
7.2%

financial services

3.4%
3.4%

basic materials

2.4%
2.4%

consumer cyclical

2.3%
2.3%

energy

1.6%
1.6%
See all sectors

Comparison with Hybrid Funds

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

₹ 35,122 cr

₹ 11,281 cr

₹ 9,275 cr

₹ 3,375 cr

₹ 3,214 cr

amc-img

About the AMC

Bank of India Investment Managers Private Limited

Bank of India Investment Managers Private Limited manages assets worth 8,257 crores and was set up on 13 August 2007. It's current offering of mutual fund schemes includes 32 equity,35 debt and 18 hybrid funds.amc-img
phone-img22-6124-9000
Fund NameScripbox Opinion
Till Date CAGR

25.1%

20.9%

24.8%

20.4%

30.6%

12.8%

23%

18.1%

25%

20.5%

Bank of India Conservative Hybrid Fund Eco (PIDCW-M) Review

Bank of India Conservative Hybrid Fund Eco (PIDCW-M) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 7.9% over a period of 15 years. The fund was previously known as BOI AXA Cnsrv Hybrid Eco Mly IDCW-P. 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 (PIDCW-M) as of 6/21/2024 is ₹25.66 with the total AUM as of 6/23/2024 is ₹72.403. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bank of India Conservative Hybrid Fund Eco (PIDCW-M) 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 (PIDCW-M) 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 (PIDCW-M)?

Bank of India Conservative Hybrid Fund Eco (PIDCW-M) 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 (PIDCW-M)?

You can invest in Bank of India Conservative Hybrid Fund Eco (PIDCW-M) 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 (PIDCW-M)?

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

Is Bank of India Conservative Hybrid Fund Eco (PIDCW-M) good to invest in?

As per Scripbox experts, Bank of India Conservative Hybrid Fund Eco (PIDCW-M) is a Not Recommended fund. You can investBank of India Conservative Hybrid Fund Eco (PIDCW-M) 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 (PIDCW-M)?

The expense ratio of the Bank of India Conservative Hybrid Fund Eco (PIDCW-M) is 1.84% for regular plan.