Bank of India Balanced Advantage Fund

Hybrid | Dynamic Asset Allocation or Balanced Advantage
 | 2
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹1,000 ₹5,000 1.78 % 2★ ₹86 9 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹1,000 ₹5,000 1.78 %
Min SIP Min Lumpsum Expense Ratio
2★ ₹86 Cr 9 Years
Rating Fund Size Fund Age

Scheme 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.

Scheme Performance

Returns and Ranks ( as on 02 December 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 18.5% 11.6% 6.3% 8.5%
Category Average 9.0% 16.9% 15.2% -

Scheme Allocation

Holding
Sector
Asset
Reliance Industr
8.14%
ICICI Bank
6.82%
HDFC Bank
6.19%
St Bk of India
4.09%
TREPS
3.84%
Others
70.92%
Banks
21.79%
Petroleum Products
8.31%
Debt
8.24%
Power & Others
6.83%
Automobiles
5.88%
Others
48.94%
Equity
86.57%
T-Bills
4.4%
Reverse Repos
3.84%
Mutual Funds Units
2.96%
Net Curr Ass/Net Receivables
2.23%

Fund House Details

Bank of India Mutual Fund

Bank of India Balanced Advantage Fund

Fund Manager
Alok Singh

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.

Advance Ratio

0.05 1.01 0.55 0.04
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

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

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"
The Bank of India Balanced Advantage Fund has delivered 8.5% since inception
The NAV of Bank of India Balanced Advantage Fund is ₹20.3 as of 02 December 2022.
The expense ratio of Bank of India Balanced Advantage Fund is 1.78 % as of 02 December 2022.
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”.
Invest Now