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Bank of India Conservative Hybrid Fund

Bank of India Conservative Hybrid Fund

Fund Overview

AUM (Fund size) ₹66 Cr
Exit load 1.0%
Lock-in Period Nil
Age 16 yrs 9 m since Jan 28, 2009
Benchmark CRISIL Hybrid 85+15 Conservative Index
Min. investment SIP: ₹3000 & Lumpsum: ₹10000
Expense ratio 2.27% as on Oct 31, 2025
Plan type Regular
Risk Moderately High
Tax on your gains Profits are added to your income and taxed as per your slab rate

Peer Comparison

Fund Name 1M 6M 1Y 3Y 5Y 10Y
Bank of India Conservative Hybrid Fund 0.49% 1.72% 4.05% 7.43% 10.59% 7.49%
ICICI Prudential Regular Savings Fund 0.49% 3.63% 8.41% 10.17% 9.45% 9.5%
SBI Conservative Hybrid Fund 0.78% 3.06% 6.79% 10.03% 10.33% 9.08%
HDFC Hybrid Debt Fund 0.37% 0.87% 5.3% 9.86% 10.44% 8.93%
Nippon India Conservative Hybrid Fund 0.71% 4.3% 9.25% 9.07% 8.66% 5.76%
Franklin India Conservative Hybrid Fund 0.19% 2.0% 6.42% 9.22% 8.25% 7.58%
Fund Name Std. deviation Beta Sharpe Sortino
Bank of India Conservative Hybrid Fund 3.76 0.86 0.32 0.49
ICICI Prudential Regular Savings Fund 2.94 0.75 1.22 1.78
SBI Conservative Hybrid Fund 3.35 0.82 1.04 1.73
HDFC Hybrid Debt Fund 3.91 0.97 0.92 1.64
Nippon India Conservative Hybrid Fund 1.92 0.46 1.31 2.23
Franklin India Conservative Hybrid Fund 3.49 0.89 0.84 1.29
Fund Name AUM Fund Age Expense Ratio
Bank of India Conservative Hybrid Fund 66 Cr 16 yrs 9 m 2.27%
ICICI Prudential Regular Savings Fund 3,376 Cr 21 yrs 9 m 1.72%
SBI Conservative Hybrid Fund 9,953 Cr 24 yrs 9 m 1.54%
HDFC Hybrid Debt Fund 3,379 Cr 22 yrs 1.75%
Nippon India Conservative Hybrid Fund 918 Cr 21 yrs 11 m 1.87%
Franklin India Conservative Hybrid Fund 205 Cr 25 yrs 2 m 1.41%

Best Mutual Funds for 2025

Mutual Fund AUM 1Y Returns 5Y Returns
Bank of India Mid & Small Cap Equity & Debt Fund 1,326 Cr -0.89% 20.4%
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Bank of India Arbitrage Fund 43 Cr 5.95% 4.78%
Bank of India Multi Asset Allocation Fund 337 Cr 8.2% N.A.