Bank of India Conservative Hybrid Fund Eco Growth

  • Conservative Allocation
  • Hybrid
  • Moderately High risk

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Rating:

Rating Star

3

Key Metrics

Aum

₹64.12 Cr

Expense Ratio

1.46%

Exit Load

1.00%

Min. Investment

₹10,000.00

Min. SIP

₹1000.00

Launch Date

18 Mar 2009

CAGR Returns

PeriodAbsolute(%)Annualised(%)
1 Month+0.71%--
3 Months+1.62%--
6 Months+2.18%--
1 Year+2.15%+2.15%
2 Years--+3.33%
3 Years+22.39%+6.97%
5 Years+60.39%+9.91%
Since Launch+264.56%+7.76%

Morning Star Rating

Rating:

Rating Star

3

Risk

Low

Return

Good

Risk & Volitility

0.14

Sharpe Ratio

4.21%

Std. Deviation

7.89%

Tracking Error

-8.11%

Alpha

1.07

Beta

Peer Comparison

Fund Name1Y3Y5Y
Bank of India Conservative Hybrid Fund Eco Growth+2.15%+6.97%+9.91%
Bank of India Conservative Hybrid Fund Regular Growth+1.82%+6.56%+9.62%
Bandhan Conservative Hybrid Fund Regular Plan Growth+2.01%+6.47%+5.41%
LIC MF Conservative Hybrid Fund Growth+1.98%+5.96%+5.43%
Sundaram Conservative Hybrid Fund Growth-1.37%+5.08%+6.26%

Results are calculated on CAGR basis

About Fund

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.

The Bank of India Conservative Hybrid Fund Eco Growth has an AUM of 64.12 crores & has delivered CAGR of 9.91 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.46%. The minimum investment in Bank of India Conservative Hybrid Fund Eco Growth is Rs 10000 and the minimum SIP is Rs 1000.

As per morningstar the risk & return rating of the fund are Low & Good respectively.

The fund has a present cash holding of %. The top holdings of the fund include Treps, 7.1% Govt Stock 2029, Indian Railway Finance Corporation Limited, National Bank For Agriculture And Rural Development.

The major sectors where the fund is invested are Regional Banks, Biotechnology & Drugs, Electric Utilities, Consumer Financial Services.

Some of the similar funds are Bank of India Conservative Hybrid Fund Eco Growth, Bank of India Conservative Hybrid Fund Regular Growth, Bandhan Conservative Hybrid Fund Regular Plan Growth, LIC MF Conservative Hybrid Fund Growth, Sundaram Conservative Hybrid Fund Growth. Bank of India Conservative Hybrid Fund Eco Growth has a sharpe ratio of 0.14 & a standard deviation of 4.21%.

FAQs

According to the morning star rating Bank of India Conservative Hybrid Fund Eco Growth has a Low risk & Good return.

Bank of India Conservative Hybrid Fund Eco Growth is managed by Alok Singh.

The expense ratio of Bank of India Conservative Hybrid Fund Eco Growth is 1.46%.

The 5 year annualized return on Bank of India Conservative Hybrid Fund Eco Growth is 9.91% & it has generated 2.15% in the last 1 year.

The minimum investment in Bank of India Conservative Hybrid Fund Eco Growth is 10000 Rs.

Bank of India Conservative Hybrid Fund Eco Growth has an AUM of 64.12 crores.