Mutual Funds

BANK OF INDIA Conservative Hybrid Fund-ECO Plan-Quarterly IDCW

Bank of India Mutual FundMedium-Long DurationLow Risk
₹10.37+0.01 (+0.13%)

NAV as on 2021-01-01 · Debt · Medium-Long Duration

AUM

₹64 Cr

1Y Return

+11.8%

3Y CAGR

-0.1%

5Y CAGR

+3.5%

Expense

1.80%

Risk

Low

BANK OF INDIA Conservative Hybrid Fund-ECO Plan-Quarterly IDCW
₹10.37+0.13%

1Y Return

+11.8%

3Y CAGR

-0.1%

5Y CAGR

+3.5%

Since Inception

+0.2%

AI Fund Analysis

Get AI-powered verdict, strengths, risks, and SIP recommendations for this fund.

NAV History

Drag or scroll the chart to pan through history

52-Week NAV Range

₹8.71
₹10.37

100% from 52W low

Fund Information

Medium-Long DurationDebtSince 20-03-2009

Fund House

Bank of India Mutual Fund

Category

Debt - Medium-Long Duration

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity19.5%
Cash21.9%
Other0.3%

Market Cap Split

Large Cap13.9%
Mid Cap3.6%
Small Cap5.2%

Top Holdings

37 stocks
Weight1M Change
1

TREPS (Cash)

22.81%0.0%
2

7.10% Gs 2029

7.96%0.0%
3

Indian Railway Finance Corporation Limited

7.84%0.0%
4

National Bank For Agriculture And Rural Development

7.83%0.0%
5

Small Industries Development Bank Of India

6.22%0.0%
6

6.33% Gs 2035

5.45%0.0%
7

6.48% Gs 2035

5.00%0.0%
8

Tata Capital Housing Finance Limited

4.68%0.0%
9

Muthoot Finance Limited

3.92%0.0%
10

Power Finance Corporation Limited

3.13%0.0%

Sector Allocation

Weight1M Change
Consumer Defensive
2.5%0%
Healthcare
2.5%0%
Utilities
2.4%+13%
Basic Materials
2.0%0%
Industrials
1.9%0%
Financial Services
1.8%0%
Consumer Cyclical
1.4%0%
Energy
0.6%0%
Communication Services
0.6%0%
Technology
0.2%0%

Fundamentals

P/E Ratio

19.68

Cat avg: 23.65

P/B Ratio

2.89

Cat avg: 3.19

Dividend Yield

1.80%

Cat avg: 1.63%

Price/Sale

2.68

Price/Cash Flow

13.55

Risk Metrics (3Y)

Sharpe Ratio

-0.57

Cat avg: 0.34

Sortino Ratio

-0.62

Cat avg: 0.52

Beta

1.02

Cat avg: 1.08

Std Deviation

9.02%

Cat avg: 4.27%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Bank of India Cnsrv Hybrid Eco Qt IDCW-P641.80+11.8%-0.1%+3.5%
SBI Conservative Hybrid Reg Ann IDCW-P9,5461.54+6.8%+9.5%+9.0%
Parag Parikh Cnsv Hyb Reg Mn IDCW-P3,3420.64+6.3%+10.9%-
ICICI Pru Regular Savings Bonus3,3411.71+3.1%+6.1%+7.7%
HDFC Hybrid Debt Mn IDCW-P3,3401.75+3.6%+9.0%+8.8%
Kotak Debt Hybrid Reg Mn IDCW-P2,9441.66+3.0%+9.0%+8.3%
UTI Conservative Hybrid Reg Flex IDCW-P1,6171.83+0.6%+7.5%+7.4%
Aditya BSL Regular Sav Reg Mn IDCW-P1,5231.83+6.9%+8.1%+7.5%
Nippon India Consrv Hyb Mn IDCW-P9481.86+8.5%+8.3%+8.0%
Canara Robeco Cons Hyb Mly IDCW-P8501.86+3.4%+7.3%+6.5%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹64 Cr
Expense Ratio1.80%
Volatility (3Y)9.0%
Sharpe Ratio-0.57
Sortino Ratio-0.62
Beta1.02
Min SIP₹500
Min Lumpsum₹5,000
Holdings42

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Low risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.