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.
No single fund can achieve what a plan can. Learn why
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.
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.
BOI AXA Investment Mngrs Private Ltd manages assets worth 2,450 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.
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?
Recommended
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.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
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
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About BOI AXA Conservative Hybrid Fund (G)
About BOI AXA Conservative Hybrid Fund (G)
BOI AXA Conservative Hybrid Fund (G) is a conservative hybrid hybrid fund and has delivered an annualised return of 6.7% over a period of 12 years .The fund was previously known as BOI AXA Conservative Hybrid Reg Gr.The fund is managed by BOI AXA Investment Mngrs Private Ltd.The fund manager’s name is Alok Singh.
BOI AXA Conservative Hybrid Fund (G) 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 (G) NAV,AUM,Risk
The BOI AXA Conservative Hybrid Fund (G) fund was launched on Mar 18, 2009. The NAV (Net Asset Value) of this conservative hybrid hybrid as of 2021-07-28 is ₹ 22.4036. The total AUM (Asset Under Management) of the fund as of 2021-07-29 is ₹ 53.344. The category risk of the BOI AXA Conservative Hybrid Fund (G) fund is Moderate Risk.
The fund charges 2.32 % as expense ratio.
BOI AXA Conservative Hybrid Fund (G) Holdings
The fund’s highest allocation is towards others and has invested 38.4% in this asset class. The top three holdings of the fund are national bank for agriculture and rural development,rec limited and power finance corporation limited
BOI AXA Conservative Hybrid Fund (G) SIP
The minimum SIP (Systematic Investment Plan) amount for this 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.
BOI AXA Conservative Hybrid Fund (G) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 85+15 - ConservativeTR INR
BOI AXA Conservative Hybrid Fund (G) Review
BOI AXA Conservative Hybrid Fund (G) has a score of 1 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, BOI AXA Conservative Hybrid Fund (G) has a score of 2 out of 5.
Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.
