Bank of India Balanced Advantage Fund – Direct (IDCW)
₹ 1,000
Min SIP
₹ 5,000
Min Lumpsum
1.4 %
Expense Ratio
Rating
133
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 23.5% | 16.4% | 13.6% | 9.6% | ||||
| Category Average | 19.6% | 13.9% | 14.6% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
4.06
Alpha
3.34
SD
0.7
Beta
0.82
Sharpe
Exit Load
| Exit Load | For redemption/ switch ou of initial units allotted within 3 months from the date of allotment: 1% Exit Load Any redemption/ switch out from the date of allotment of units after 3 months: Nil |
|---|
Fund Objective
BOI AXA Balanced Advantage Fund aims at providing long term capital appreciation / income from a dynamic mix of equity and debt investments. There is no assurance that the investment objectives of the Scheme will be realized and the Scheme does not assure or guarantee any returns.
Fund Managers
Alok Singh - Fund Manager
Mr Singh graduated from ICFAI Business School with a CFA and PGDBA. He has held positions at BNP Paribas Asset Management and Axis Bank before joining Bank of India AMC. He has around 20 years of experience, including 16 years in the mutual fund industry.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- 5,437
-
14.1%Fund Size - 5,437
-
8.8%Fund Size - 5,437
-
11%Fund Size - 5,437
-
- 89,903
-
39.4%Fund Size - 89,903
-
25%Fund Size - 89,903
-
21.5%Fund Size - 89,903
-
- 11,720
-
25.5%Fund Size - 11,720
-
14.8%Fund Size - 11,720
-
18%Fund Size - 11,720
-
- 58,562
-
22.7%Fund Size - 58,562
-
14.6%Fund Size - 58,562
-
14.9%Fund Size - 58,562
-
- 770
-
26.7%Fund Size - 770
-
14.4%Fund Size - 770
-
13.9%Fund Size - 770
More Funds from Bank of India Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- ELSS .
-
- 37
-
48.1%Fund Size - 37
-
19.1%Fund Size - 37
-
27.8%Fund Size - 37
-
- Equity .
- Sectoral / Thematic .
-
- 404
-
62.4%Fund Size - 404
-
31.3%Fund Size - 404
-
33.4%Fund Size - 404
-
- Equity .
- ELSS .
-
- 71
-
47.2%Fund Size - 71
-
20.1%Fund Size - 71
-
29.2%Fund Size - 71
-
- Equity .
- ELSS .
-
- 1,428
-
54.4%Fund Size - 1,428
-
23.4%Fund Size - 1,428
-
30.4%Fund Size - 1,428
-
- Equity .
- Small Cap .
-
- 1,236
-
53.8%Fund Size - 1,236
-
27.2%Fund Size - 1,236
-
39.3%Fund Size - 1,236
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 29,533
-
37.9%Fund Size - 29,533
-
26.1%Fund Size - 29,533
-
22%Fund Size - 29,533
-
- Equity .
- Large Cap .
-
- 2,120
-
42.2%Fund Size - 2,120
-
21.5%Fund Size - 2,120
-
21.7%Fund Size - 2,120
-
- Equity .
- Large Cap .
-
- 13,930
-
32.1%Fund Size - 13,930
-
17.7%Fund Size - 13,930
-
21.5%Fund Size - 13,930
-
- Equity .
- Large Cap .
-
- 59,364
-
38.6%Fund Size - 59,364
-
22.4%Fund Size - 59,364
-
21.4%Fund Size - 59,364
-
- Equity .
- Large Cap .
-
- 8,847
-
34.6%Fund Size - 8,847
-
18.6%Fund Size - 8,847
-
21.1%Fund Size - 8,847
Frequently Asked Questions
How to invest in Bank of India Balanced Advantage Fund – Direct (IDCW) ?
You can invest in Bank of India Balanced Advantage Fund – Direct (IDCW) in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Bank of India Balanced Advantage Fund – Direct (IDCW) in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Bank of India Balanced Advantage Fund – Direct (IDCW) ?
The NAV of Bank of India Balanced Advantage Fund – Direct (IDCW) is ₹16.2 as of 26 July 2024.
How to redeem Bank of India Balanced Advantage Fund – Direct (IDCW) holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What are the top stock holdings of Bank of India Balanced Advantage Fund – Direct (IDCW)?
The top stock holdings of Bank of India Balanced Advantage Fund – Direct (IDCW) are
- Reliance Industr - 6.77%
- HDFC Bank - 5.93%
- St Bk of India - 4.07%
- Hind.Aeronautics - 3.94%
- Larsen & Toubro - 3.43%
How can I redeem my investments in Bank of India Balanced Advantage Fund – Direct (IDCW)?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Bank of India Balanced Advantage Fund – Direct (IDCW) in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Bank of India Balanced Advantage Fund – Direct (IDCW) in Scheme, enter the redemption amount, and click on submit button.
How much returns have Bank of India Balanced Advantage Fund – Direct (IDCW) generated ?
The Bank of India Balanced Advantage Fund – Direct (IDCW) has delivered 9.6% since inception
What is the expense ratio of Bank of India Balanced Advantage Fund – Direct (IDCW) ?
The expense ratio of Bank of India Balanced Advantage Fund – Direct (IDCW) is 1.4 % as of 26 July 2024.
What is the minimum sip amount of Bank of India Balanced Advantage Fund – Direct (IDCW)?
The minimum SIP amount of Bank of India Balanced Advantage Fund – Direct (IDCW) is ₹1000
What are the top sectors Bank of India Balanced Advantage Fund – Direct (IDCW) has invested in?
The top sectors Bank of India Balanced Advantage Fund – Direct (IDCW) has invested in are
- Debt - 22.66%
- Banks - 15.79%
- Petroleum Products - 6.84%
- Power - 5.82%
- Automobiles - 5.31%
Can I make investments in both the SIP and Lump Sum schemes of Bank of India Balanced Advantage Fund – Direct (IDCW)?
Yes, You can select both SIP or Lumpsum investment of Bank of India Balanced Advantage Fund – Direct (IDCW) based on your investment objective and risk tolerance.