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  • BOI AXA Conservative Hybrid Fund of Income Dist cum Cap Wdrl (RIDCW-A)

Formerly BOI AXA Conservative Hybrid Reg Ann DR

BOI AXA Mutual Funds

BOI AXA Conservative Hybrid Fund of Income Dist cum Cap Wdrl (RIDCW-A)

HybridConservative Hybrid

11.1458

NAV (Oct 21)

2.8%
5 Year CAGR
Scripbox Opinion

Not Recommended

Click here for top ranked funds in conservative hybrid mutual funds.

However, Scripbox does not recommend investing in conservative hybrid mutual funds.

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 ->

Track Record

12 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

51 Cr. Negligible within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

11.1458

NAV (Oct 21)

Fund Returns

Last 1Y
11.5%
Last 3Y
4.3%
Last 5Y
2.8%
Last 10Y
5%
Since Inception
5.2%
6 Month CAGR
7.4%
info-icon-blue

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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Moderate Risk

Expense Ratio
2.32
Launched (12y ago)
Mar 18, 2009
AUM in Crores
50.382
ISIN
INF761K01447
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 85+15 - ConservativeTR INR
SIP Minimum
0
Lumpsum Min.
10000
Fund Managers
user-avatar

Alok Singh

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,356 cr

5

₹ 18,652 cr

5

₹ 1,957 cr

5

₹ 2,690 cr

5

₹ 3,398 cr

5

amc-icon

About the AMC

BOI AXA Investment Mngrs Private Ltd

BOI AXA Investment Mngrs Private Ltd manages assets worth 2,580 crores and was set up on 12 April 2007. It's current offering of mutual fund schemes includes 29 equity,24 debt and 25 hybrid funds.

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  • tel-amc-about
    022-40479000
  • mail-amc-about
    service@boiaxa-im.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    4.9%

    6.8%

    top-ranked-badge

    31.6%

    20.9%

    top-ranked-badge

    0%

    0%

    top-ranked-badge

    30.8%

    20.2%

    top-ranked-badge

    5.6%

    7.4%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

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    Equity

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    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

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    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About BOI AXA Conservative Hybrid Fund of Income Dist cum Cap Wdrl (RIDCW-A)

    About BOI AXA Conservative Hybrid Fund of Income Dist cum Cap Wdrl (RIDCW-A)

    BOI AXA Conservative Hybrid Fund of Income Dist cum Cap Wdrl (RIDCW-A) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 5.2% over a period of 12 years. The fund was previously known as BOI AXA Conservative Hybrid Reg Ann DR . The fund is managed by BOI AXA Investment Mngrs Private Ltd. The fund manager’s name is Alok Singh

    BOI AXA Conservative Hybrid Fund of Income Dist cum Cap Wdrl (RIDCW-A) 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. . However, there is no assurance that the objective of the scheme will be realized.

    BOI AXA Conservative Hybrid Fund of Income Dist cum Cap Wdrl (RIDCW-A) NAV,AUM,Risk

    The BOI AXA Conservative Hybrid Fund of Income Dist cum Cap Wdrl (RIDCW-A) fund was launched on Mar 18, 2009. The NAV (Net Asset Value) of this Conservative Hybrid Hybrid fund as of 2021-10-21 is ₹11.15. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹50.382. The category risk of the BOI AXA Conservative Hybrid Fund of Income Dist cum Cap Wdrl (RIDCW-A) fund is Moderate Risk. The fund charges 2.32 % as expense ratio.

    BOI AXA Conservative Hybrid Fund of Income Dist cum Cap Wdrl (RIDCW-A) Holdings

    The fund’s highest allocation is towards Debt and has invested 40.2% in this asset class. The top three holdings of the fund are , treps , rec limited , 6.10% govt stock 2031 , bharat petroleum corporation limited , national bank for agriculture and rural development , power grid corporation of india limited , small industries development bank of india , 182 dtb 06012022 , net receivables / (payables) , housing development finance corporation limited , state bank of india , repo , birla corp ltd , l&t infrastructure finance company limited , sona blw precision forgings ltd , infosys ltd , tata consultancy services ltd , icici bank ltd , reliance industries ltd , ultratech cement ltd , hindalco industries ltd , hindustan unilever ltd , dr reddy's laboratories ltd , lux industries ltd , mastek ltd , asian paints ltd , navin fluorine international ltd , nazara technologies ltd , bharti airtel ltd , hdfc bank ltd , zomato ltd , trent ltd

    BOI AXA Conservative Hybrid Fund of Income Dist cum Cap Wdrl (RIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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.

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