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Funds/Bank of India Conservative Hybrid Fund

Bank of India Conservative Hybrid Fund

Bank of India Mutual Fund·Conservative Hybrid Fund·vs Peer Median

Bank of India Conservative Hybrid maintains a defensive posture with substantial cash reserves and heavy concentration in AAA-rated securities and government bonds, signaling a cautious stance on credit risk. The manager's recent shift reducing receivables by 20 percent while adding selective equity exposure in power and metals suggests a tactical pivot toward inflation hedges while preserving capital safety. This positioning reflects conviction that near-term rate stability justifies minimal equity risk despite the scheme's 21.8 percent allocation to stocks.

Portfolio analysis · April 2026

PlanNAV1M1Y3Y CAGR5Y CAGR
Regular Growth₹34.9345+0.04%+2.94%+6.85%+10.14%
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.
Holdings
46
Top 5 Weight
33.15%
Top 10 Weight
50.77%
Max Position
7.79%
Conviction Bets
13
Gini
0.575
Large Cap
14.98%
Mid Cap
3.95%
Small Cap
2.45%
Top Sector
CRISIL AAA
Sector Count
28
HHI (bps)
33,586
Highly Differentiated
Active Share
78.76%
vs peer portfolio
Weight Overlap
6.25%
with avg peer
Cosine Similarity
0.106
portfolio angle
Peer Count
16
funds in category

Active Share = ½Σ|wfund − wpeer|, computed using leave-one-out peer portfolio within SEBI category.

Holdings: 4248+6 added0 removed12 weight shifts ≥ 0.1%
StockWeight
Siemens Limited0.87%
Vedanta Aluminium Metal Limited **0.34%
Malco Energy Limited **0.07%
Vedanta Iron And Steel Limited **0.02%
Talwandi Sabo Power Limited **0.01%
TREPS18.30%
#Holding% to NAV
1
TREPS
18.30%
2
7.1% Government of India (18/04/2029)
IN0020220011
7.79%
3
7.57% Indian Railway Finance Corporation Limited (18/04/2029) **
INE053F08353
7.66%
4
7.68% National Bank For Agriculture and Rural Development (30/04/2029)
INE261F08EG3
7.64%
5
6.33% Government of India (05/05/2035)
IN0020250026
5.24%
6
6.48% Government of India (06/10/2035)
IN0020250091
4.82%
7
7.73% Tata Capital Housing Finance Limited (14/01/2030) **
INE033L07IM5
4.57%
8
8.9% Muthoot Finance Limited (07/10/2027) **
INE414G07JI3
3.85%
9
9.10% Manappuram Finance Limited (19/08/2026) **
INE522D07CH7
3.07%
10
8.1167% Bajaj Finance Limited (10/05/2027) **
INE296A07SX7
3.07%
11
7.6% Power Finance Corporation Limited (13/04/2029) **
INE134E08MX3
3.06%
12
7.49% Small Industries Dev Bank of India (11/06/2029) **
INE556F08KX8
3.04%
13
7.47% Small Industries Dev Bank of India (05/09/2029) **
INE556F08KR0
3.04%
14
Glenmark Pharmaceuticals Limited
INE935A01035
2.58%
15
Net Receivables / (Payables)
1.74%
16
Power Finance Corporation Limited
INE134E01011
1.65%
17
NTPC Limited
INE733E01010
1.37%
18
State Bank of India
INE062A01020
1.19%
19
ITC Limited
INE154A01025
1.16%
20
Power Grid Corporation of India Limited
INE752E01010
1.12%
CRISIL AAA32.1%
SOVEREIGN18.4%
CRISIL AA+3.9%
CRISIL AA3.1%
Pharmaceuticals & Biotechnology2.6%
Power2.5%
Banks2.0%
Finance1.6%
Ferrous Metals1.4%
Consumer Durables1.3%

Top 10 sectors by % to NAV. Excludes derivatives.

How many stocks does Bank of India Conservative Hybrid Fund hold?

Bank of India Conservative Hybrid Fund holds 46 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 33.15% of NAV.

What is the largest holding in Bank of India Conservative Hybrid Fund?

The largest position in Bank of India Conservative Hybrid Fund is TREPS, accounting for 18.30% of NAV.

Is Bank of India Conservative Hybrid Fund a concentrated or diversified fund?

With a Gini coefficient of 0.575, Bank of India Conservative Hybrid Fund is moderately concentrated. The HHI concentration index is 33,586 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 33.15% of the portfolio.

What is the market cap allocation of Bank of India Conservative Hybrid Fund?

Based on SEBI's AMFI classification, Bank of India Conservative Hybrid Fund's equity portfolio is split as: Large Cap: 14.98%, Mid Cap: 3.95%, Small Cap: 2.45%. This reflects the fund's positioning within the market cap spectrum.

Which sectors does Bank of India Conservative Hybrid Fund invest in most?

Bank of India Conservative Hybrid Fund has the highest allocation to CRISIL AAA (32.08%), SOVEREIGN (18.37%), CRISIL AA+ (3.85%). The fund is invested across 28 sectors in total.

How actively managed is Bank of India Conservative Hybrid Fund compared to other Conservative Hybrid Fund funds?

Bank of India Conservative Hybrid Fund has an Active Share of 78.76%, classifying it as "Highly Differentiated" among 16 Conservative Hybrid Fund peers. This means the fund takes significantly different stock positions compared to its category peers.

What changed in Bank of India Conservative Hybrid Fund's portfolio in the latest month?

Between 2026-03-31 and 2026-04-30, Bank of India Conservative Hybrid Fund added 6 new stocks (including Siemens Limited). Total holding count increased from 42 to 48 stocks.