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

Formerly BOI AXA Cnsrv Hybrid Reg Gr

BOI AXA Mutual Funds

Bank of India Conservative Hybrid Fund (Growth)

HybridConservative Hybrid

26.5354

NAV (Jun 23)

6%
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.

Our analysis of this fundLearn how we rate funds ->

Track Record

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

Relative Size

54 Cr. Negligible within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

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

Scripbox Recommended Equity Funds

Want the floating rate funds that are right for your short term investment needs?

Learn more

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

26.5354

NAV (Jun 23)

Fund Returns

Last 1Y

20.2%

Last 3Y

10.3%

Last 5Y

6%

Last 10Y

8.1%

Since Inception

7.6%

6 Month CAGR

15.8%

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

2.29

Launched (13y ago)

Mar 18, 2009

AUM in Crores

53.506

ISIN

INF761K01462

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 85+15 - ConservativeTR INR

SIP Minimum

1000

Lumpsum Min.

10000

Fund Managers

Alok Singh

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
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 2022-06-23

Top Stock Holdings

cblo

21.1%
21.1%

182 Days Treasury Bill 01-12-2022

9.1%
9.1%

6.54 1/17/2032 12:00:00 am

8.7%
8.7%

tata motors finance limited

5.6%
5.6%

bharat petroleum corporation ltd.

4.7%
4.7%
See all holdings

Allocation by Sector

consumer cyclical

5.4%
5.4%

financial services

4.3%
4.3%

energy

3%
3%

industrials

2.9%
2.9%

basic materials

2.5%
2.5%
See all sectors

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Equity Arbitrage Fund (G)
Kotak Equity Arbitrage Fund (G)

₹ 26,009 cr

5

₹ 26,009 cr

5

₹ 26,009 cr

5

₹ 26,009 cr

5

₹ 26,009 cr

5

About the AMC

BOI AXA Investment Mngrs Private Ltd

Bank of India Investment Managers Private Limited manages assets worth 2,894 crores and was set up on 12 April 2007. It's current offering of mutual fund schemes includes 29 equity,28 debt and 25 hybrid funds.

amc-img

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

    18.6%

    17.9%

    18%

    17.3%

    17.4%

    17%

    18%

    17.3%

    18%

    17.3%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Bank of India Conservative Hybrid Fund (G) Review

    Bank of India Conservative Hybrid Fund (G) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 7.6% over a period of 13 years. The fund was previously known as BOI AXA Cnsrv Hybrid Reg 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 (G) as of 6/23/2022 is ₹26.54 with the total AUM as of 6/24/2022 is ₹53.506. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bank of India Conservative Hybrid Fund (G) was launched on Mar 18, 2009. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for Bank of India Conservative Hybrid Fund (G) is ₹1000 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 (G)?

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

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

    You can invest in Bank of India Conservative Hybrid Fund (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 (G)?

    The minimum sip amount for Bank of India Conservative Hybrid Fund (G) is ₹1000. You can invest in multiples of ₹10000.

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

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

    The expense ratio of the Bank of India Conservative Hybrid Fund (G) is 2.29% for regular plan.