Formerly BOI AXA Regular Return Reg Gr
₹ 21.2246
NAV (Mar 02)
Not Recommended
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.
Track Record
12 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
68 Cr. Small 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
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
No single fund can achieve what a plan can. Learn why
Scheme Information
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
Moderate Risk
2.32 %
Expense Ratio
Mar 18, 2009
Launched (12y ago)
₹ 68
AUM in Crores
INF761K01462
ISIN
No Lock-in
Lock-in
CRISIL Hybrid 85+15 - ConservativeTR INR
Benchmark
₹ 0
SIP Minimum
₹ 10,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Hybrid Funds
Aggressive Hybrid
26 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Conservative Hybrid
17 Years
Age
Track Record
Conservative Hybrid
18 Years
Age
Track Record
Multi Asset Allocation
16 Years
Age
Track Record
About the AMC
BOI AXA Investment Mngrs Private Ltd
BOI AXA Investment Mngrs Private Ltd manages assets worth 2,275 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.
Liquid
Top Ranked
₹ 368 Cr
Fund Size
5.8%
3Y returns
Tax Saving
Top Ranked
₹ 368 Cr
Fund Size
12.7%
3Y returns
Liquid
Top Ranked
₹ 368 Cr
Fund Size
N/A
3Y returns
Tax Saving
Top Ranked
₹ 368 Cr
Fund Size
11.9%
3Y returns
Ultra Short
Top Ranked
₹ 382 Cr
Fund Size
6.5%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.
Choose a plan to invest to start investing
Create an account with Scripbox through a paperless process, to invest in this fund
Invest via netbanking, UPI or through an SIP (eNACH mandate).
Track, invest more and withdraw your investments through the Scripbox dashboard
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
We will track our recommendations and suggest changes & fund exists whenever required.
Our customer champions are available 7 days a week from 8AM to 8PM.
We review your investments and make course corrections every year to make the best out of your investments
BOI AXA Conservative Hybrid fund (G) is a conservative hybrid hybrid fund and has delivered an annualised return of 6.5% over a period of 12 years .The fund was previously known as BOI AXA Regular Return Reg Gr.The fund is managed by BOI AXA Investment Mngrs Private Ltd.The fund manager’s name is Alok Singh.
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.
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 2021-03-02 is ₹ 21.2246. The total AUM (Asset Under Management) of the fund as of 2021-03-02 is ₹ 67.622. The category risk of the BOI AXA Conservative Hybrid fund (G) fund is Moderate Risk. The fund charges 2.32 % as expense ratio.
The fund’s highest allocation is towards others and has invested 44.1% 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
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.
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) 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.