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Bank of India Mutual Fund

Bank of India Conservative Hybrid Fund

Bank of India Mutual Fund · Direct plan · Growth

3-year returns
6.6%
a year
NAV
₹38.00
▲ 0.24% · 18 Sept 2026
Fund size
₹65 Cr
Expense ratio
0.94%
a year
Minimum SIP
₹1,000

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹35.13 and has returned 5.68% a year over 3 years.

Returns, and where it stands

Against the average medium to long duration fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year2.9%4.3%behind14 of 14
3 years6.6%6.7%behind7 of 13
5 years9.7%6.3%ahead1 of 13
10 years7.4%6.5%ahead2 of 13
Every period, and the Regular plan →
PeriodDirectRegular
1 month-0.4%-0.5%
3 months0.4%0.1%
6 months2.3%1.8%
1 year2.9%2%
2 yearsp.a.3.6%2.7%
3 yearsp.a.6.6%5.7%
5 yearsp.a.9.7%8.9%
7 yearsp.a.10.5%9.7%
10 yearsp.a.7.4%6.7%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2016.

Plan

NAV history

▲ 2.94% in the last 1Y

36.737.438.218 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹13,221
XIRR (per year)
4.67%
Value today
₹1,93,221

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
3.9% a year
1.7% more than the category average — the bumpier side
Worst fall so far
−15.4%
Aug 2018 to Mar 2020, against −6% for the category.
Years that made money
82.4%
Of every one-year stretch it has been through.
Over any three years
-1.4% to 16.5%
A year, at worst and at best. Typically 8.3%.

Fund details

Minimum lumpsum
₹5,000
Minimum top-up
₹1,000
Lock-in
None
Plan started
14 Jan 2013
Expense ratio
0.94%
as of 31 Jul 2026

Managed by Alok Singh

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Bank of India Conservative Hybrid Fund against other funds in the Medium to Long Duration Fund category
Fund1Y3Y5YExpenseFund size
LIC MF Medium to Long Term Fund5.03%7.3%6.28%0.22%₹175 Cr
ICICI Prudential Medium to Long Term Fund4.79%7.09%6.25%0.54%₹2,048 Cr
Kotak Medium to Long Term Fund4.96%7.09%6.1%0.74%₹1,784 Cr
SBI Medium to Long Term Fund4.85%6.9%6.18%0.78%₹2,046 Cr
HDFC Medium to Long Term Fund4.3%6.76%5.77%0.8%₹830 Cr
Nippon India Medium to Long Term Fund4.77%6.68%6.07%0.67%₹329 Cr
Bank of India Conservative Hybrid Fund2.94%6.61%9.68%0.94%₹65 Cr

About Bank of India Conservative Hybrid Fund

Bank of India Conservative Hybrid Fund is a medium to long duration fund managed by Bank of India Mutual Fund. Debt funds with a portfolio duration of 4 to 7 years.

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.

The scheme's stated objective, as published by Bank of India Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains on debt fund units bought on or after 1 April 2023 are added to your income and taxed at your slab rate, however long you hold them. Units bought before that date follow the older long-term rules.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹37.9964119393
DirectAnnual IDCW₹17.313119396
DirectMonthly IDCW₹16.9246119394
DirectQuarterly IDCW₹18.6676119395
RegularGrowth₹35.1255111712
RegularAnnual IDCW₹17.0513111714
RegularMonthly IDCW₹18.0841111716
RegularQuarterly IDCW₹18.7435111713
Growth₹36.5133111715
Monthly IDCW₹27.6594111717

Frequently asked questions

What is the NAV of Bank of India Conservative Hybrid Fund today?

The NAV of Bank of India Conservative Hybrid Fund (Direct plan, Growth) is ₹37.9964 and the Regular plan NAV is ₹35.1255, as of 18 Sept 2026.

What returns has Bank of India Conservative Hybrid Fund given?

Over the last year the Direct plan returned 2.94%, and 6.61% a year over 3 years and 9.68% a year over 5 years. That places it 7 of 13 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of Bank of India Conservative Hybrid Fund?

The Direct plan charges 0.94% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Bank of India Conservative Hybrid Fund?

You can start a monthly SIP with ₹1,000, or invest a lump sum of ₹5,000 or more.

How much has Bank of India Conservative Hybrid Fund fallen in the past?

Its deepest fall was 15.4% from 28 Aug 2018 to 23 Mar 2020. Of every one-year stretch in its history, 82% ended in a gain.

Which category does Bank of India Conservative Hybrid Fund belong to?

It is a Medium to Long Duration Fund from Bank of India Mutual Fund. Debt funds with a portfolio duration of 4 to 7 years.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Bank of India Conservative Hybrid Fund taxed?

Gains on debt fund units bought on or after 1 April 2023 are added to your income and taxed at your slab rate, however long you hold them. Units bought before that date follow the older long-term rules.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.