BOI AXA Conservative Hybrid Fund - Regular - Growth-0.0%

-1.1%
1 Year Return
Hybrid
Conservative
2.0 star
1Y
3Y
5Y

Fund Details

BOI AXA Conservative Hybrid Fund - Regular - Growth

RiskModerate
Min SIP Amount₹1000
Expense Ratio2.29%
NAV20.4 (16-Nov-2018)
Fund Started18-Mar-2009
Fund Size182 Cr

Returns

Fund
1Y
3Y
5Y
BOI AXA Conservative Hybrid Fund - Regular - Growth
-1.1%
6.8% p.a
8.7% p.a

SIP Calculator

I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -1.1% annual returns

    Comparison

    Data not available
    Pros
    1. 3Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark

    Top 10 Holdings

    Name% AssetsSectorInstrumentRating/SizeValue(Cr)
    CBLO(CCIL)21.4%Current AssetsMoney Market--47.2
    9.49 Avendus Finance Pvt.Ltd. Jan 31 2020 8.9%Financial ServicesDebenturesA+19.6
    9.1 Dewan Housing Finance Corporation Ltd. Aug 16 2019 8.0%Financial ServicesDebenturesAAA17.7
    4.5 Karuna Healthcare Pvt. Ltd. Jan 31 2020 6.0%Healthcare ServicesDebenturesA(SO)13.3
    7.45 Indiabulls Housing Finance Ltd. Dec 28 2018 5.9%Financial ServicesDebenturesAAA13.0
    Edelweiss Commodities Services Ltd (191D)4.5%ServicesCPA1+9.9
    Shapoorji Pallonji & Co Ltd. (180D)4.5%ConstructionCPA1+9.8
    Sintex-BAPL Ltd.4.3%AutomobileZCBAA-9.4
    Sintex-BAPL Ltd.3.8%AutomobileZCBAA-8.4
    8.64 IDFC Bank Ltd. Apr 15 2020 3.1%Financial ServicesDebenturesAAA6.9
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    About BOI AXA Mutual Fund

    BOI AXA Mutual Fund started their mutual fund on 31/03/2008 and its managing total assets of Rs. 4,325 Cr. Its ranked at 29 as per total assets at end of 30th Sep 2017.

    BOI AXA Investment Managers Private Limited is basically a joint venture between Bank of India and AXA Investment Managers, which is one of the key players in the financial protection industry. Both these companies are trusted brands and have a global presence. Bank of India has 5000 branches across the country and is spread over 22 countries and 5 continents.

    AXA is located in 21 countries and has an asset under management of EUR 746 Billion. Bank of India holds 51% stake, while AXA Investment Manager holds 49%.

    BOI AXA Mutual Funds provide different schemes under various categories of mutual funds, like equity, debt and hybrid. An investor can choose the respective scheme as per his/her risk appetite and investment duration. The AMC always aims to keep investor's objective as its focal point.

    Launch Date30 Mar 2008
    AddressBOI AXA Investment Managers Pvt. Ltd. B/204, Tower 1, Peninsula Corporate Park, Ganpatrao Kadam Ma Mumbai 400055
    Assets4,325 Cr
    SponsorNA
    Phone022-40479000
    Emailservice@boiaxa-im.com
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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