BANK OF INDIA BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
Fund House: Bank of India Mutual Fund| Category: Hybrid: Dynamic Asset Allocation |
| Launch Date: 14-03-2014 |
| Asset Class: Mixed Asset |
| Benchmark: NIFTY 50 Hybrid Composite debt 50:50 Index |
| TER: 2.51% As on (31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5,000 |
| Minimum Topup: 1,000 |
| Total Assets: 140.43 Cr As on 31-07-2025(Source:AMFI) |
| Turn over: - | Exit Load: • For redemption/switch out 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 |
24.4749
-0.04 (-0.17%)
8.13%
Benchmark: 11.41%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Balanced TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
9 Years 3 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
Bank of India 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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 9.81 |
| Sharpe Ratio | 0.53 |
| Alpha | 4.68 |
| Beta | 0.07 |
| Yield to Maturity | 7.38 |
| Average Maturity | 3.69 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| BANK OF INDIA BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | 14-03-2014 | -1.43 | 10.12 | 9.67 | 10.93 | 6.88 |
| WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | 10-02-2023 | 6.91 | 14.36 | - | - | - |
| UTI - Unit Linked Insurance Plan | 01-10-1971 | 6.05 | 9.85 | 8.4 | 10.29 | 7.79 |
| Parag Parikh Dynamic Asset Allocation Fund - Regular Plan Growth | 27-02-2024 | 5.9 | - | - | - | - |
| ICICI Prudential Balanced Advantage Fund - Growth | 01-12-2006 | 5.83 | 13.77 | 12.58 | 14.2 | 10.77 |
Scheme Characteristics
Investment in equity/ debt that is managed dynamically.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
30.38%
Large Cap
68.6%
Mid Cap
1.02%
