Bank of India Conservative Hybrid Fund Regular Growth

• Alpha -8.39%
• Beta 1.07
• Sharpe Ratio0.49
• Std Deviation 11.93%
• Tracking Error 7.88%

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 Regular Growth has an AUM of 64.23 crores & has delivered CAGR of 12.20% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.05%. The minimum investment in Bank of India Conservative Hybrid Fund Regular Growth is Rs 10000 and the minimum SIP is Rs 1000.

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

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 7.68%.

The major sectors where the fund is invested are Software & Programming, Regional Banks, Electric Utilities & Electronic Instr. & Controls.

Some of the similar funds are Bank of India Conservative Hybrid Fund Eco Growth, Bank of India Conservative Hybrid Fund Regular Growth, Sundaram Conservative Hybrid Fund Growth, Bandhan Conservative Hybrid Fund Regular Plan Growth, LIC MF Conservative Hybrid Fund Growth. Bank of India Conservative Hybrid Fund Regular Growth has a sharpe ratio of 0.49 & a standard deviation of 11.93%.