BOI AXA Conservative Hybrid Fund-ECO Plan-Quarterly Dividend

Mutual Fund · Debt Scheme - Medium to Long Duration Fund · As of 18 Oct 2026, 6:58 pm

Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.

DalalBaazaar Score

47/ 100

Moderate

Weighted across five categories. Every point is explained below.

✗ Sharpe ratio of -1.07 — little reward for the volatility endured
✗ Sortino ratio of -1.27 — downside moves have not been well compensated

Investment Checklist

2 / 3 checks passed

✗ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)

NAV history

Key Metrics

Latest NAV

₹10.37

As of

01 Jan 2021

Fund History Available

11.8 yrs

Since-Inception Return (CAGR)

0.3%

Only 11.8 yrs of history available — no clean 1Y/3Y/5Y figure yet

Annualized Volatility

5.9%

Relatively stable

Sharpe Ratio (est.)

-1.07

Weak risk-adj. return

Max Drawdown

-22.2%

Notable drop seen

Category Peer Comparison

Scheme	1Y Return
JM Medium to Long Duration Fund (Direct) - Bonus Option - Principal Units	—
SBI MEDIUM TO LONG TERM FUND - Direct Plan - Growth	3.1%
Bandhan Medium to Long Term Fund - Direct Plan - Growth	5.1%
UTI Medium to Long Term Fund - Direct Plan - Growth	2.5%

SIP / Lumpsum Calculator

Total Invested

₹6,00,000

Estimated Maturity Value

₹6,04,542

Estimated Gain

₹4,542

Risk Flags

Estimated Sharpe ratio (-1.07) is on the low side — returns aren't compensating well for volatility taken over the trailing year.

Watch Items

This fund doesn't have enough history yet for a reliable 1-year return — the since-inception figure above is annualized from a shorter period and should be treated as rougher.
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.