Formerly BOI AXA Balanced Advantage Reg Gr
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.
Dynamic Asset Allocation funds change their exposure to debt and equity dynamically - taking a call on market valuation & conditions.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
₹ 81 Cr
The performance of the fund on a Fund Size metric has been Poor
The performance of the fund on a Outperformance Consistency metric has been Poor
View all 7 analysis
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NAV (Sep 28)
6 Month CAGR
The 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.
Launched (8y ago)
Mar 14, 2014
AUM in Crores
Nifty Composite Debt Index TR INR
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
reliance industries ltd8%
icici bank ltd6.3%
hdfc bank ltd5.2%
net receivables / (payables)4.2%
state bank of india3.8%
|Fund Name||Fund Size||Rolling Returns|
₹ 20,359 cr
₹ 3,320 cr
₹ 390 cr
₹ 2,749 cr
₹ 583 cr
BOI AXA Investment Mngrs Private Ltd
Bank of India Investment Managers Private Limited manages assets worth 3,103 crores and was set up on 12 April 2007. It's current offering of mutual fund schemes includes 29 equity,28 debt and 25 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
Bank of India Balanced Advantage fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 7.1% over a period of 8 years. The fund was previously known as BOI AXA Balanced Advantage Reg Gr. The fund is managed by Bank of India Investment Managers Private Limited. The fund manager’s name is Alok Singh.
Nav of Bank of India Balanced Advantage fund (G) as of 9/28/2022 is ₹17.79 with the total AUM as of 9/29/2022 is ₹81.143. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bank of India Balanced Advantage fund (G) was launched on Mar 14, 2014. The category risk of the fund is Very High Risk.
The minimum SIP amount for Bank of India Balanced Advantage fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
What is Bank of India Balanced Advantage fund (G)?
How to invest in Bank of India Balanced Advantage fund (G)?
You can invest in Bank of India Balanced Advantage fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Bank of India Balanced Advantage fund (G)?
The minimum sip amount for Bank of India Balanced Advantage fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Bank of India Balanced Advantage fund (G) good to invest in?
As per Scripbox experts, Bank of India Balanced Advantage fund (G) is a Not Recommended fund. You can investBank of India Balanced Advantage fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Bank of India Balanced Advantage fund (G)?
The expense ratio of the Bank of India Balanced Advantage fund (G) is 2.72% for regular plan.