BOI Mutual Funds

Bank of India Balanced Advantage Fund Direct Plan Growth

₹ 24.34

NAV (Apr 07)

13.669%
5 Year CAGR
Scripbox Opinion
not-recommended
Not Recommended
Click here for top ranked funds in dynamic asset allocation or balanced advantage mutual funds.

Dynamic Asset Allocation Or Balanced Advantage funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Downside Protection Measure

Neutral

The performance of the fund on a Downside Protection Measure metric has been Neutral

Scheme Information

Investment Objective

The scheme aims at providing long term capital appreciation / income from a dynamic mix of equity and debt investments.

Expense Ratio
1.36 %
Launched 11Y ago
2014-03-14
AUM in Crores
125.1
ISIN
INF761K01BO6
Lock-in (days)
No Lock-in
Benchmark
NIFTY 50 Hybrid Composite debt 50:50 Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
12.5
Beta
0.9
Sharpe Ratio
0.5
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

HDFC Bank Ltd.

6.54%
6.54%

Reliance Industries Ltd.

6.28%
6.28%

Bajaj Finance Ltd.

5.02%
5.02%

Others

4.37%
4.37%

State Bank of India

4.16%
4.16%
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Allocation by Sector

Financial

22.33%
22.33%

Energy

9.25%
9.25%

Technology

6.99%
6.99%

Metals & Mining

4.1%
4.1%

Automobile

3.57%
3.57%
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Frequently Asked Questions

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