Bank of India Conservative Hybrid Fund Direct-Growth
Hybrid: Conservative Hybrid - Growth (Open ended) Factsheet
SEBI Riskometer: ModerateCategory: Hybrid: Conservative HybridBenchmark: CRISIL Hybrid 85+15 Conservative Index
NAV: ₹37.9-0.05%
24 Jul 2026
Similar Funds
Side-by-side comparison of Bank of India Conservative Hybrid Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | +3.13% | 3.17% | 16 / 28 |
| 3Y Return | +7.09% | 8.36% | 24 / 28 |
| 5Y Return | +10.09% | 8.09% | 2 / 28 |
| 10Y Return | +7.58% | 8.27% | 16 / 22 |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Hybrid: Conservative Hybrid
Top funds by AUM in the Hybrid: Conservative Hybrid category — see how Bank of India Conservative Hybrid Fund Direct-Growth compares on size and returns.
Funds Tracking CRISIL Hybrid 85+15 Conservative Index
Top funds tracking the CRISIL Hybrid 85+15 Conservative Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to Bank of India Conservative Hybrid Fund Direct-Growth?
Funds similar to Bank of India Conservative Hybrid Fund Direct-Growth in the Hybrid: Conservative Hybrid category include SBI Conservative Hybrid Fund Direct-Growth, Parag Parikh Conservative Hybrid Fund Direct-Growth, and ICICI Prudential Regular Savings Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Bank of India Conservative Hybrid Fund Direct-Growth in its category?
On a 3-year return basis Bank of India Conservative Hybrid Fund Direct-Growth is ranked 24 out of 28 funds in the Hybrid: Conservative Hybrid category as of 23 Jul 2026. On a 5-year return basis it ranks 2 out of 28. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Bank of India Conservative Hybrid Fund Direct-Growth's expense ratio compare to similar funds?
Bank of India Conservative Hybrid Fund Direct-Growth has an expense ratio of 1.18%. The peers SBI Conservative Hybrid Fund Direct-Growth has an expense ratio of 0.98% and Parag Parikh Conservative Hybrid Fund Direct-Growth has 0.30%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Bank of India Conservative Hybrid Fund Direct-Growth's AUM compare to similar funds?
Bank of India Conservative Hybrid Fund Direct-Growth has an AUM of ₹65.13 crore. The peers SBI Conservative Hybrid Fund Direct-Growth has an AUM of ₹10,144.7 crore and Parag Parikh Conservative Hybrid Fund Direct-Growth has ₹3,418.9 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Hybrid: Conservative Hybrid?
The top performing fund in the Hybrid: Conservative Hybrid category on a 3-year basis is SBI Childrens Fund - Savings Plan Direct-Growth with a CAGR of 12.19% as of 23 Jul 2026. Bank of India Conservative Hybrid Fund Direct-Growth has delivered 7.09% CAGR over the same period, ranking 24 out of 28 funds. You can view and compare the full category ranking on sharpely.
How does Bank of India Conservative Hybrid Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Bank of India Conservative Hybrid Fund Direct-Growth has a Sharpe ratio of 0.37 compared to the Hybrid: Conservative Hybrid average of 0.64 as of 23 Jul 2026. It ranks 22 out of 29 funds in its category on Sharpe ratio.