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MF_119393

BANK OF INDIA Conservative Hybrid Fund Fund-Direct Plan-Growth

Hybrid Schemes - Conservative Hybrid Fund

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End Amount
₹28,961.74
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
8.01%
MF_119393 Return
Benchmark CAGR
11.56%
Nifty 50
Inflation Adj. CAGR
3.02%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.23
Volatility vs Benchmark
Sharpe Ratio
0.28
Risk-Adjusted Return
Sortino Ratio
0.49
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 44% 33% 52%
60 days 39% 24% 32%
90 days 38% 20% 26%
180 days 34% 16% 18%
1Yr 33% 10% 13%
3Yr 18% 1% 6%
5Yr 7% 1% 6%
7Yr 0% 0% 6%
10Yr 0% 0% 5%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period BANK OF INDIA Conservative Hybrid Fund Fund-Direct Plan-Growth Nifty 50
30 days -4.6% | -25.1% | 9.5% | 39.2% 26.6% | -61.9% | 14.3% | 180.8%
60 days -8.2% | -20.8% | 9.3% | 32.0% -23.0% | -45.3% | 16.9% | 120.0%
90 days -5.2% | -16.6% | 9.2% | 31.6% -25.0% | -37.8% | 15.5% | 102.5%
1 Year 1.2% | -10.1% | 9.8% | 22.9% -10.0% | -14.9% | 12.3% | 55.8%
3 Years 6.4% | -0.3% | 9.3% | 15.4% 7.7% | 3.4% | 13.4% | 24.0%
5 Years 9.4% | 3.7% | 8.5% | 13.2% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 9.9% | 5.7% | 7.8% | 10.4% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 7.1% | 7.3% | 8.4% | 9.3% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 1 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Aug. 28, 2018 Dec. 9, 2020 834 days 15% Nifty 50: 34% 16846 14256 16847