BOI AXA Conservative Hybrid Direct
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.
Suitability
Long term capital appreciation and regular income, investment in equity and equity related securities (10% - 25%) as well as fixed income securities (Debt / Money Market Instruments / Govt. Securities).
Fund Info
Scheme Type
Open-ended
Scheme Category
Conservative Allocation
Benchmark Type
Crisil MIP Blended Index
Scheme AUM (in Crs.)
₹ 201.09
Expense Ratio
1.77%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 3626
Min Subscription
₹ 10000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Conservative Allocation |
| Benchmark Type | Crisil MIP Blended Index |
| Scheme AUM (in Crs.) | ₹ 201.09 |
| Expense Ratio | 1.77% |
| Scheme Class | Hybrid |
| AMC AUM (in Crs.) | ₹ 3626 |
| Min Subscription | ₹ 10000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Avendus Finance Private Limited
Bond - Corporate Bond
10
Axis Bank Limited
Cash - CD Time Deposit
7
BANK OF BARODA
Cash - CD Time Deposit
7
Karuna Healthcare Private Limited
Bond - Corporate Bond
7
Cblo
Cash - Collateral
6
REC LIMITED
Bond - Corporate Bond
5
SINTEX-BAPL Limited
Bond - Corporate Bond
5
HOUSING DEVELOPMENT FINANCE CORPORATION LIMITED
Cash - Commercial Paper
5
SINTEX-BAPL Limited
Bond - Corporate Bond
4
IDFC Bank Limited
Bond - Corporate Bond
3
Asset Allocation(%)
Bond - Corporate Bond
47
Equity
25
Cash - CD Time Deposit
15
Cash - Collateral
6
Cash - Commercial Paper
5
Sector Allocation(%)
Sector
Percent
Bond - Corporate Bond
47
Cash - CD Time Deposit
15
Cash - Collateral
6
Cash - Commercial Paper
5
Banks - Regional - Asia
4
BOI AXA Mutual Fund
AUM
₹3,626 Cr
About
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 percent.##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 objective of investors as its focal point.
Launch Date
31 Mar 2008
Sponsor
NA
Email
Phone
1800 - 102 - 4444
Address
B/204, Tower 1, Peninsula Corporate Park,,Ganpatrao Kadam Marg, Lower Parel, Mumbai 400013, Mumbai - 400013
BOI AXA Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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