BOI AXA Conservative Hybrid Fund SavingsPlus
Growth
NAV
Net Assets(AUM)
₹120 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
Alpha-19.6
Expense Ratio2.4%
Sharpe Ratio-0.7
Information Ratio-1.0
Exit Load0-1 Years (1%),1 Years and above(NIL)

Note: Data shown as on : 31 Oct 2019

Return

1 Month3 Month6 Month1 Year3 Year
1.2%3.1%-7.9%-7.6%0.9%

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

Past Return (Absolute)

20182017201620152014
-2.5%14.3%8.7%7.1%15.7%
Chart

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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