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  • BOI AXA Investment Mngrs Private Ltd
  • BOI AXA Conservative Hybrid fund (Dividend Reinvestment - Annually)

Formerly BOI AXA Regular Return Reg Ann DR

BOI AXA Conservative Hybrid fund (Dividend Reinvestment - Annually)

BOI AXA Conservative Hybrid fund (Dividend Reinvestment - Annually)

HybridConservative Hybrid

10.3296

NAV (Mar 04)

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

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

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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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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Moderate Risk

2.32 %

Expense Ratio

Mar 18, 2009

Launched (12y ago)

₹ 68

AUM in Crores

INF761K01447

ISIN

No Lock-in

Lock-in

CRISIL Hybrid 85+15 - ConservativeTR INR

Benchmark

₹ 0

SIP Minimum

₹ 10,000

Lumpsum Min.

Fund Managers
user-avatar

Alok Singh

Fund Manager

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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.

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Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
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    One click investing tracking
comparison

Comparison with Hybrid Funds

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aggressive Hybrid

26 Years

Age

5

Track Record

ICICI Prudential Equity & Debt Fund (G)

ICICI Prudential Equity & Debt Fund (G)

Aggressive Hybrid

22 Years

Age

5

Track Record

ICICI Prudential Savings Fund (G)

ICICI Prudential Savings Fund (G)

Conservative Hybrid

17 Years

Age

5

Track Record

Quant Absolute Fund (G)

Quant Absolute Fund (G)

Aggressive Hybrid

20 Years

Age

5

Track Record

Quant Multi Asset Fund (G)

Quant Multi Asset Fund (G)

Multi Asset Allocation

20 Years

Age

5

Track Record

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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.

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  • tel-amc-about
    022-40479000
  • mail-amc-about
    service@boiaxa-im.com
  • BOI AXA Liquid Fund (G)

    BOI AXA Liquid Fund (G)

    Liquid

    Top Ranked

    ₹ 368 Cr

    Fund Size

    5.8%

    3Y returns

    BOI AXA Tax Advantage Eco fund (G)

    BOI AXA Tax Advantage Eco fund (G)

    Tax Saving

    Top Ranked

    ₹ 368 Cr

    Fund Size

    13.8%

    3Y returns

    BOI AXA Liquid Fund Unclaimed Dividend greater than 3 years (G)

    BOI AXA Liquid Fund Unclaimed Dividend greater than 3 years (G)

    Liquid

    Top Ranked

    ₹ 368 Cr

    Fund Size

    N/A

    3Y returns

    BOI AXA Tax Advantage fund (G)

    BOI AXA Tax Advantage fund (G)

    Tax Saving

    Top Ranked

    ₹ 368 Cr

    Fund Size

    13%

    3Y returns

    BOI AXA Liquid Fund Unclaimed Dividend Upto 3 years (G)

    BOI AXA Liquid Fund Unclaimed Dividend Upto 3 years (G)

    Liquid

    Top Ranked

    ₹ 368 Cr

    Fund Size

    5.4%

    3Y returns

    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
    Kotak Standard Multicap fund (Growth)

    Kotak Standard Multicap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary system to rate mutual 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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative 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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Equity Funds

    Debt Funds

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    About BOI AXA Conservative Hybrid fund (DR-A)

    About BOI AXA Conservative Hybrid fund (DR-A)

    BOI AXA Conservative Hybrid fund (DR-A) is a conservative hybrid hybrid fund and has delivered an annualised return of 4.8% over a period of 12 years .The fund was previously known as BOI AXA Regular Return Reg Ann DR.The fund is managed by BOI AXA Investment Mngrs Private Ltd.The fund manager’s name is Alok Singh.

    BOI AXA Conservative Hybrid fund (DR-A) 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 (DR-A) NAV,AUM,Risk

    The BOI AXA Conservative Hybrid fund (DR-A) fund was launched on Mar 18, 2009. The NAV (Net Asset Value) of this conservative hybrid hybrid as of 2021-03-04 is ₹ 10.3296. The total AUM (Asset Under Management) of the fund as of 2021-03-05 is ₹ 67.622. The category risk of the BOI AXA Conservative Hybrid fund (DR-A) fund is Moderate Risk. The fund charges 2.32 % as expense ratio.

    BOI AXA Conservative Hybrid fund (DR-A) Holdings

    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

    BOI AXA Conservative Hybrid fund (DR-A) 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 (DR-A) 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 (DR-A) Review

    BOI AXA Conservative Hybrid fund (DR-A) 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 (DR-A) 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.

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