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 (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 134.23 Cr As on 30-04-2025(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

24.6107

8.36%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Balanced TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme aims at generating long term returns with lower volatility by following a disciplined allocation between equity and debt securities. The equity allocation will be determined based on the month end P/E ratio of the CNX Nifty Index

Current Asset Allocation (%)

Indicators

Standard Deviation 10.49
Sharpe Ratio 0.36
Alpha -3.05
Beta 1.33
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 3.33 13.47 12.51 13.21 7.17
Axis Balanced Advantage Fund - Regular Plan - Growth 07-08-2017 13.36 18.95 16.03 15.33 -
UTI - Unit Linked Insurance Plan 01-10-1971 13.29 12.32 10.76 12.97 8.12
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth 10-02-2023 13.0 17.16 - - -
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option 25-04-2000 12.55 16.48 14.91 17.63 11.1
LIC MF Balanced Advantage Fund-Regular Plan-Growth 05-11-2021 12.5 13.32 12.84 - -
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth 01-02-2014 11.79 15.16 13.34 13.47 9.01
ICICI Prudential Balanced Advantage Fund - Growth 01-12-2006 11.41 16.07 14.56 18.12 11.03
UTI Balanced Advantage Fund - Regular Plan - Growth Option 10-08-2023 11.38 - - - -
Kotak Balanced Advantage Fund -Regular Plan - Growth Option 05-07-2018 11.13 14.85 13.92 16.35 -

Scheme Characteristics

Investment in equity/ debt that is managed dynamically.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

30.32%

Large Cap

68.96%

Mid Cap

0.72%

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