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BOI AXA Conservative Hybrid - Regular Plan - Growth

  • Regular
  • Direct
Category : Conservative Hybrid Fund
Fund House : BOI AXA Mutual Fund

Scheme Objective

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.

Scheme Details

  • Fund manager(s)Alok Singh
  • Launch date – 18-Mar-2009
  • Expense ratio – 2.32% as declared on 31-Oct-2021 (category average is 1.96%)
  • Benchmark - Nifty 50
  • Min SIP amount - ₹1000
  • Min investment amount (one time- first time) - ₹10000
  • Min investment amount (addtional purchase) - ₹1000
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

BOI AXA Conservative Hybrid - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Net Buy Price
Buy Date
Sell Date
  • Gross Profit
  • Exit Charges
  • Net Profit

Tax Rate

If sold after 3 years from purchase date, long term capital gain tax will be applicable. Current tax rate is the lower of (a) 10% of profit or (b) 20% of profit adjusted after indexation benefits. Any cess/surcharge is not included.|If sold before 3 years from purchase date, short term capital gain tax will be applicable. Any profit will be clubbed with your income and taxed at your effective tax rate.

Contact Details

BOI AXA Investment Managers Private Limited
B/204, Tower 1, Peninsula Corporate Park, Ganpatrao Kadam Marg, Lower Parel, Mumbai 400013
Tel no.: 022-61249000
Fax no.: 022-61249001


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