| Inception Date | 18 Mar 2009 |
| Category | Hybrid Hybrid Debt |
| Type | Open Ended Fund |
| Benchmark | Hybrid Debt Peer Index |
| Category Rank | 6 th in Hybrid Debt Hybrid |
| Formerly known as BOI AXA Regular Return Fund | |
| Min Investment Amount | ₹10,000 |
| Min SIP Investment | ₹1,000 |
| Alpha | -0.7 |
| Expense Ratio | 2.3% |
| Sharpe Ratio | 0.4 |
| Information Ratio | 0.6 |
| Exit Load | 0-1 Years (1%),1 Years and above(NIL) |
Note: Data shown as on : 31 Jul 2023
Return
| 1 Month | 3 Month | 6 Month | 1 Year | 3 Year |
| 0.3% | 2.7% | 5.4% | 6.9% | 13.4% |
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis.
Past Return (Absolute)
| 2022 | 2021 | 2020 | 2019 | 2018 |
| 21.5% | 8.5% | 11.4% | -7.3% | -2.5% |
Investors understand that their principal will be at Moderate risk