Bank of India Investment Managers Private Limited

Bank Of India Balanced Advantage Fund Regular Plan Growth

HybridDynamic Asset Allocation
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return13.9%
  • 3 yr return8.6%
  • 5 yr return4.7%
  • Expense Ratio2.6%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees90.9
  • NAVRupees18.6

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

Boi Axa Equity Debt Rebalancer Fund 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. There Is No Assurance That The Investment Objectives Of The Scheme Will Be Realized And The Scheme Does Not Assure Orguarantee Any Returns.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • TREPS 11.1
  • Reliance Industries Limited 7.7
  • HDFC Bank Limited 6.4
  • ICICI Bank Limited 6.3
  • State Bank of India 4.1
  • IRB InvIT Fund 3.6
  • Larsen & Toubro Limited 3.3
  • 364 Days Tbill (MD 29/06/2023) 3.2
  • Bank of India Arbitrage Fund Direct Plan Growth 2.8
  • Housing Development Finance Corporation Limited 2.7
  • Infosys Limited 2.6
  • Sectors %
  • Banks21.4
  • Cash/Deposits/Margins/Treps/Repo/Swaps12.9
  • Petroleum Products7.9
  • Internet and Technology6
  • Finance4.5

Fund House