BOI AXA Conservative Hybrid Fund SavingsPlus
Net Assets(AUM)
₹56 Cr
Inception Date18 Mar 2009
CategoryHybrid Hybrid Debt
TypeOpen Ended Fund
BenchmarkHybrid Debt Peer Index
Category Rank6 th in Hybrid Debt Hybrid
Formerly known as BOI AXA Regular Return Fund
Min Investment Amount₹10,000
Min SIP Investment₹1,000
Expense Ratio2.3%
Sharpe Ratio0.4
Information Ratio0.6
Exit Load0-1 Years (1%),1 Years and above(NIL)

Note: Data shown as on : 31 Jul 2023


1 Month3 Month6 Month1 Year3 Year

Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis.

Past Return (Absolute)


Investors understand that their principal will be at Moderate risk

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.
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