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BOI AXA Conservative Hybrid fund (Growth)

Formerly BOI AXA Regular Return Reg Gr
Returns (5yrs)
3.9 %
Latest NAV
20.12

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Inflation Beating Returns
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Fund Information

as on 8th of August, 06:50 PM

BOI AXA Investment Mngrs Private Ltd

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.

Fund Managers

  • profile-pic
    Alok Singh
  • expense-ratio
    Expense Ratio
    2.32
    benchmark
    Benchmark
    CRISIL Hybrid 85+15 - ConservativeTR INR
  • Aum image
    AUM
    ₹ 88.7 Crores
    ISIN
    ISIN
    INF761K01462
  • Category Risk:

    Moderate Risk

Holding Information

as on 8th of August, 06:50 PM

Top Holding

Repo
12%
Rec Limited
12%
Lic Housing Finance Limited
9%
Govt Stock
9%
Axis Bank Limited
7%

Top Sectors

Healthcare
6%
Financial Services
5%
Technology
4%
Industrials
3%
Consumer Defensive
3%

Allocation

Debt
42%
Others
33%
Equity
25%

Investment Return Calculator

as on 8th of August, 06:50 PM
  • Of
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Total Corpus
Gains
Annualized %
  • Savings Bank
  • Fixed Deposit
  • Gold
  • Property
  • PPF
  • EPF
  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 8th of August, 06:50 PM
Minimum SIP Amount
₹ 0
Minimum Lumpsum Amount
₹ 10000
Lumpsum Multiple
₹ 100
SIP Multiple
₹ 100

About the Fund

BOI AXA Conservative Hybrid Regular Growth is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 3.9% over a period of 5 years. The fund is managed by BOI AXA Investment Mngrs Private Ltd. The fund managers names are 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. The fund charges 2.32000%. The minimum SIP amount for this is ₹0. In case you want to invest a lump sum, the minimum amount to be invested is ₹10000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.

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Long Term Wealth

  • 5+ years
    Recommended
  • 12-14%
    Returns
  • No lock-in
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