BANK OF INDIA Conservative Hybrid Fund-ECO Plan-Growth

(Erstwhile BOI AXA Regular Return Fund-ECO Plan-Growth)
Fund House: Bank of India Mutual Fund
Category: Hybrid: Conservative
Launch Date: 18-03-2009
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 85+15 Conservative Index
TER: 2.23% As on (31-01-2025)
Status: Open Ended Schemes
Minimum Investment: 10000.0
Minimum Topup: 1000.0
Total Assets: 65.29 Cr As on 31-01-2025(Source:AMFI)
Turn over: - | Exit Load: Exit load of 1% if units in excess of 10% of the initial units allotted are redeemed within 1 year

33.635

7.91%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
AK Hybrid Conservative TRI
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Gold
-
PPF
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Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
8 Years 2 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The Scheme seeks to generate regular income through investments of a substantial portion in fixed income securities and long term capital appreciation by investing upto 20% of the net assets in equity and equity related nstruments. The scheme will seek to build a well-diversified, high credit portfolio that minimizes liquidity risk and credit risk.

Current Asset Allocation (%)

Indicators

Standard Deviation 11.81
Sharpe Ratio 0.54
Alpha 5.37
Beta 0.77
Yield to Maturity 7.2
Average Maturity 3.23

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
BANK OF INDIA Conservative Hybrid Fund-ECO Plan-Growth 18-03-2009 2.56 8.26 12.73 11.0 7.48
UTI Conservative Hybrid Fund - Regular Plan - Growth Option 16-12-2003 9.14 10.91 8.51 10.29 7.94
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 22-05-2004 8.81 9.52 7.29 9.46 8.04
ICICI Prudential Regular Savings Fund - Plan - Growth 10-03-2004 8.75 11.02 8.87 9.25 8.96
DSP Regular Savings Fund- Regular Plan - Growth 11-06-2004 8.74 10.81 8.09 8.09 6.76
HSBC Conservative Hybrid Fund - Regular Growth 24-02-2004 8.55 10.61 7.31 7.78 6.91
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 05-05-2021 8.46 12.83 10.52 - -
Franklin India Debt Hybrid Fund - Growth 28-09-2000 7.51 10.43 8.21 7.46 7.12
Nippon India Hybrid Bond Fund-Growth Plan 29-12-2003 7.27 8.94 7.46 6.15 5.13
Axis Conservative Hybrid Fund - Regular Plan - Growth Option 16-07-2010 7.07 7.94 5.73 7.64 6.56

Scheme Characteristics

Investment in equity & equity related instruments - between 10% and 25% of total assets; Investment in Debt instruments - between 75% and 90% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

4.38%

Others

80.65%

Large Cap

13.09%

Mid Cap

1.88%

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