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  • Bank of India Mutual Fund
  • Bank of India Balanced Advantage Fund (G)
BOI Mutual Funds

Bank of India Balanced Advantage Fund (G)

HybridDynamic Asset Allocation Or Balanced Advantage

25.235

NAV (Oct 03)

12.502%
5 Year CAGR
Scripbox Opinion
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 ->

Downside Protection Measure

Neutral

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

Fund Size

Poor

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

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

25.235

NAV (Oct 3)

Fund Returns

Last 1Y
23.5%
Last 3Y
15.2%
Last 5Y
12.5%
Last 10Y
8.4%
Since Inception
9.2%
6 Month CAGR
6.5%

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
2.47
Launched (0y ago)
2.47
AUM in Crores
139.9
ISIN
INF761K01BR9
Lock-in
-
Benchmark
NIFTY 50 Hybrid Composite debt 50:50 Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
11.5
Beta
0.8
Sharpe Ratio
0.9
YTM
-
Fund Managers

Alok Singh

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Bank of India Balanced Advantage Fund (G)70%9,97,398 2,64,78612.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2024-01-22

Top Stock Holdings

HDFC Bank Ltd.

6.5%
6.54%

Reliance Industries Ltd.

6.3%
6.28%

Bajaj Finance Ltd.

5%
5.02%

Others

4.4%
4.37%

State Bank of India

4.2%
4.16%
See all holdings

Allocation by Sector

Financial

21.93%
21.93%

Energy

12.38%
12.38%

Technology

5.64%
5.64%

Materials

5.64%
5.64%

Automobile

5.23%
5.23%
See all sectors

Comparison with Hybrid Funds

Fund NameFund Size
icici-prudential
ICICI Prudential Multi Asset Fund (G)

₹ 48,201 cr

₹ 3,347 cr

₹ 5,088 cr

₹ 12,399 cr

₹ 24,644 cr

amc-img

About the AMC

Bank of India Mutual Fund

It is a wholly owned subsidiary of Bank of India.amc-img
phone-img
email-imgservice@boiaxa-im.com
Fund NameScripbox Opinion
Till Date CAGR

28.609%

12.927%

19.41%

17.932%

19.491%

19.97%

25.172%

31.99%

39.1%

1.589%

Bank of India Balanced Advantage Fund (G) Review

Bank of India Balanced Advantage Fund (G) is a Hybrid Hybrid fund and has delivered an annualised return of 9.157% over a period of 10 years. The fund is managed by Bank of India Mutual Fund. The fund manager’s name is Alok Singh.

Nav of Bank of India Balanced Advantage Fund (G) as of 10/3/2024 is ₹25.23 with the total AUM as of 10/4/2024 is ₹139.941. 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 2014-03-14. The category risk of the fund is Above Average.

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.

Frequently Asked Questions

What is Bank of India Balanced Advantage Fund (G)?

Bank of India Balanced Advantage Fund (G) is a Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

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 1 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 2.47% for regular plan.