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

Formerly BOI AXA Conservative Hybrid Reg Qt DR

BOI AXA Mutual Funds

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

HybridConservative Hybrid

12.2603

NAV (Jan 24)

2.9%
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

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

Relative Size

47 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

12.2603

NAV (Jan 24)

Fund Returns

Last 1Y

7.6%

Last 3Y

4%

Last 5Y

2.9%

Last 10Y

5.3%

Since Inception

5.3%

6 Month CAGR

2.3%

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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

2.33

Launched (13y ago)

Mar 18, 2009

AUM in Crores

46.627

ISIN

INF761K01496

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 85+15 - ConservativeTR INR

SIP Minimum

1000

Lumpsum Min.

10000

Fund Managers
user-avatar

Alok Singh

Fund Manager

calculator

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.

comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,042 cr

5

₹ 18,456 cr

5

₹ 2,702 cr

5

₹ 1,396 cr

5

₹ 3,412 cr

5

amc-icon

About the AMC

BOI AXA Investment Mngrs Private Ltd

BOI AXA Investment Mngrs Private Ltd manages assets worth 2,763 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.

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

    28.5%

    20%

    4.5%

    6.7%

    -

    0%

    27.8%

    19.3%

    5.1%

    7.3%

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

    BOI AXA Conservative Hybrid Fund of Income Dist cum Cap Wdrl (RIDCW-Q) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 5.3% over a period of 12 years. The fund was previously known as BOI AXA Conservative Hybrid Reg Qt DR. The fund is managed by BOI AXA Investment Mngrs Private Ltd. The fund manager’s name is Alok Singh.

    Nav of BOI AXA Conservative Hybrid Fund of Income Dist cum Cap Wdrl (RIDCW-Q) as of 24/01/2022 is ₹12.26 with the total AUM as of 25/01/2022 is ₹46.627. With Scripbox you can compare and check the latest nav for all mutual funds in India. BOI AXA Conservative Hybrid Fund of Income Dist cum Cap Wdrl (RIDCW-Q) was launched on Mar 18, 2009. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for BOI AXA Conservative Hybrid Fund of Income Dist cum Cap Wdrl (RIDCW-Q) 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 BOI AXA Conservative Hybrid Fund of Income Dist cum Cap Wdrl (RIDCW-Q)?

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    Is BOI AXA Conservative Hybrid Fund of Income Dist cum Cap Wdrl (RIDCW-Q) good to invest in?

    What is the expense ratio of the BOI AXA Conservative Hybrid Fund of Income Dist cum Cap Wdrl (RIDCW-Q)?