Moneycontrol
SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Debt Oriented Hybrid Speciality Funds > BOI AXA Mutual Fund > BOI AXA Conservative Hybrid Fund - Eco Plan (MD)

BOI AXA Conservative Hybrid Fund - Eco Plan (MD)

PLAN: Eco Plan OPTIONS: Monthly Dividend
17.882 0.08 (0.46%)

NAV as on 25 May, 2018

CRISIL MF RANK

Not Ranked

Riskometer

MODERATE

MODERATE

  • Principal at moderate risk.
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Dec 2017) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close BOI AXA Regular Return Fund has been renamed as BOI AXA Conservative Hybrid Fund w.e.f. April 11, 2018
View Historic Graph From     To     

Returns (NAV as on 25 May, 2018)

Period Returns (%) Rank #
1 mth -0.8 15
3 mth 0.3 20
6 mth 1.1 13
1 year 8.0 7
2 year 8.9 12
3 year 8.2 8
5 year 10.0 11

# Moneycontrol Rank within 21 Debt Oriented Hybrid Speciality Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -2.0 - - - -
2017 1.7 0.8 1.3 1.9 6.7
2016 0.8 3.1 4.0 -1.2 7.9
2015 2.4 0.2 2.2 1.4 7.1
2014 3.3 4.2 3.2 3.5 15.7
2013 -0.6 1.0 0.8 3.2 5.1

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Debt Oriented Hybrid Speciality Funds)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -1.4 -1.3 -2.2 1.0 8.9 8.2 10.0
Category avg -1.2 0.5 0.7 7.2 9.0 7.5 8.6
Difference of Fund returns and Category returns -0.2 -1.8 -2.9 -6.2 -0.1 0.7 1.4
Best of category -0.2 2.0 3.6 15.8 17.9 15.6 16.1
Worst of category -1.0 0.3 -2.1 2.0 6.5 5.6 7.1

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jun 02, 0009
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 0.06 (Mar-31-2018)
Minimum Investment Rs.10000
Last Dividend Rs.0.07 (Mar-26-2018)
Bonus N.A.
Fund Manager Alok Singh
View performance of schemes managed by the Fund Manager
Notes BOI AXA Regular Return Fund has been renamed as BOI AXA Conservative Hybrid Fund w.e.f. April 11, 2018

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load of 1% if redemmed / switched out within 1 year from the date of allotment in excess of 10% of units

Contact Details

Regd. Office B/204, Tower 1, Peninsula Corporate Park, Ganpatrao Kadam Marg, Lower Parel, Mumbai, 400013
Tel. No. 1800-103-2263 / 1800-266-2676
Fax No.
Email service@boiaxa-im.com
Website http://www.boiaxa-im.com

Peer Comparison

Debt Oriented Hybrid Speciality Funds Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
UTI CCF - Savings Plan - DP Not Ranked
44.47 0.6 0.7 7.1 9.5 12.9
UTI CCF - Savings Plan - RP Not Ranked
3,749.24 0.6 0.6 6.9 9.3 12.8
Axis Triple Advantage Fund (G) Not Ranked
297.85 1.8 3.2 9.7 6.9 8.5
Axis Triple Advantage - Direct (G) Not Ranked
5.30 2.0 3.6 10.7 8.0 9.7
Reliance RF -Income Generation - DP (G) Not Ranked
11.91 0.7 -1.4 3.5 7.6 --
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Feb 28, 18)

Sector %

1-Year

HighLow

Engineering 3.92 3.85 3.85
Banking/Finance 3.40 3.46 3.46
Cement 2.78 2.57 2.57
Miscellaneous 2.36 2.19 2.19
Manufacturing 1.62 1.54 1.54
Chemicals 1.51 1.51 1.51

View All Sectors

Asset Allocation (%)(Feb 28, 18)

Equity 19.92
Others 0.00
Debt 46.78
Mutual Funds N.A
Money Market 15.97
Cash / Call 17.33

View All

Concentration

Holdings (%)
Top 5 27.70
Top 10 41.02
Sector (%)
Top 3 10.10

News & Videos

News

Messages & Community

Sections
Follow us on
Available On