BANK OF INDIA Conservative Hybrid Fund-Regular Plan-Growth

(Erstwhile BOI AXA Regular Return Fund-Regular 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 (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 10000.0
Minimum Topup: 1000.0
Total Assets: 66.49 Cr As on 31-03-2025(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

33.3838

7.78%

PERFORMANCE

Returns Type:
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Start :  
End : 
Period:  
This Scheme
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vs
AK Hybrid Conservative TRI
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Gold
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PPF
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Returns Type:
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  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 3 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 4.06
Sharpe Ratio -0.19
Alpha -1.55
Beta 0.69
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-Regular Plan-Growth 18-03-2009 4.14 8.73 6.9 12.05 7.41
DSP Regular Savings Fund- Regular Plan - Growth 11-06-2004 11.42 12.45 9.36 10.4 7.13
UTI Conservative Hybrid Fund - Regular Plan - Growth Option 16-12-2003 11.24 12.22 9.48 12.3 8.17
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 05-05-2021 10.65 13.63 11.52 - -
HSBC Conservative Hybrid Fund - Regular Growth 24-02-2004 10.58 12.23 9.12 9.81 7.41
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 22-05-2004 10.57 10.65 8.15 12.24 8.32
Kotak Debt Hybrid - Growth 02-12-2003 9.98 12.94 10.36 12.44 9.44
ICICI Prudential Regular Savings Fund - Plan - Growth 10-03-2004 9.9 12.09 9.55 10.76 9.16
SBI Conservative Hybrid Fund - Regular Plan - Growth 25-03-2001 9.47 11.65 9.71 12.41 8.9
Axis Conservative Hybrid Fund - Regular Plan - Growth Option 16-07-2010 9.42 9.27 6.7 9.27 6.78

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

4.12%

Others

80.36%

Large Cap

13.13%

Mid Cap

2.39%

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