Bank of India Balanced Advantage Fund
1,000
Min SIP
5,000
Min Lumpsum
1.64 %
Expense Ratio
Rating
93
Fund Size (in Cr)
9 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 | 10.8% | 13.2% | 6% | 8.1% | ||||
| Category Average | 14% | 25% | 13.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Reliance Industr
HDFC Bank
ICICI Bank
St Bk of India
Larsen & Toubro
Others
Advance Ratio
0.23
Alpha
3.03
SD
0.43
Beta
0.35
Sharpe
Exit Load
| Exit Load | For redemption/switch out upto 10% of the initial units allotted - within 1 year from the date of allotment: Nil 1.00% - If redeemed within 1 years from the date of allotment. Nil - If redeemed switched out after 1 years from the date of allotment. |
|---|
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
- 1Y
- 3Y
- 5Y
-
- 54,412
-
19.5%Fund Size - 54,412
-
29.3%Fund Size - 54,412
-
13.9%Fund Size - 54,412
-
- 8,906
-
11.8%Fund Size - 8,906
-
19%Fund Size - 8,906
-
12.3%Fund Size - 8,906
-
- 45,584
-
10.9%Fund Size - 45,584
-
18.4%Fund Size - 45,584
-
10.8%Fund Size - 45,584
-
- 6,357
-
12%Fund Size - 6,357
-
18.1%Fund Size - 6,357
-
10.6%Fund Size - 6,357
-
- 6,711
-
11.1%Fund Size - 6,711
-
17.9%Fund Size - 6,711
-
10.2%Fund Size - 6,711
AMC Contact Details
Bank of India Mutual Fund
AUM:
3,393 Cr
Address:
B/204, Tower 1,Peninsula Corporate
Park, Ganpatrao kadam marg,
Lower Parel, Mumbai - 400013
Contact:
022 - 61249000
Email ID:
service@boimf.in
Frequently Asked Questions
How to invest in Bank of India Balanced Advantage Fund ?
You can invest in Bank of India Balanced Advantage Fund 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 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 ?
The NAV of Bank of India Balanced Advantage Fund is ₹20.4 as of 31 May 2023.
How to redeem Bank of India Balanced Advantage Fund 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 is the minimum sip amount of Bank of India Balanced Advantage Fund?
The minimum SIP amount of Bank of India Balanced Advantage Fund is ₹1000
What are the top sectors Bank of India Balanced Advantage Fund has invested in??
The top sectors Bank of India Balanced Advantage Fund has invested in are
- Reliance Industr - 7.79%
- HDFC Bank - 7.03%
- ICICI Bank - 6.87%
- St Bk of India - 3.98%
- Larsen & Toubro - 3.87%
How much returns have Bank of India Balanced Advantage Fund generated ?
The Bank of India Balanced Advantage Fund has delivered 8.1% since inception
What is the expense ratio of Bank of India Balanced Advantage Fund ?
The expense ratio of Bank of India Balanced Advantage Fund is 1.64 % as of 31 May 2023.
What is the AUM of Bank of India Balanced Advantage Fund?
The AUM of Bank of India Balanced Advantage Fund is ₹3,393 Cr as of 31 May 2023
What are the top stock holdings of Bank of India Balanced Advantage Fund?
The top stock holdings of Bank of India Balanced Advantage Fund are
- Reliance Industr - 7.79%
- HDFC Bank - 7.03%
- ICICI Bank - 6.87%
- St Bk of India - 3.98%
- Larsen & Toubro - 3.87%