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 (31-05-2025) |
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 |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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.
Standard Deviation | 11.45 |
Sharpe Ratio | 0.78 |
Alpha | 2.59 |
Beta | 0.82 |
Yield to Maturity | 7.38 |
Average Maturity | 3.69 |
Investment in equity/ debt that is managed dynamically.
Others
30.32%
Large Cap
68.96%
Mid Cap
0.72%