BANK OF INDIA Conservative Hybrid Fund-Direct Plan-Annual IDCW

Bank of India · Index Funds

High

₹17.24

Current NAV

25 Jun 2026

18.5%

1Y Return

21.5%

3Y CAGR

19.5%

5Y CAGR

Watchlist

Strong historical returns, outperforming category average in 3-year CAGR.
Highly cost-efficient with a low expense ratio of 0.75%.
Excellent risk-adjusted performance (Sharpe Ratio: 1.75).
Generates significant excess returns relative to benchmark index (Alpha: 6.25).
Very large asset base (AUM: ₹21,800 Cr) indicating high investor trust and liquidity.

Long-term wealth creation (5+ years horizon) like retirement or child education.
Investors seeking exposure to stable, blue-chip market leaders.

Short-term goals (under 3 years) where preserving the capital is the main priority.
Short-term trading or speculative investment horizons.

Risk Profile: High Risk

Low Moderate High Very High

1.75

Sharpe Ratio

0.45

Beta

6.25

Alpha

2.01

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