Bank of India Balanced Advantage Fund Regular Growth

Hybrid
Dynamic Asset Allocation
Very High Risk
14.15%
3Y annualised
+0.38% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Mar 2024₹23.32
Min. SIP amountNot Supported
Rating1
Fund size₹118.65Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Dynamic Asset Allocation
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns29.0%14.2%9.2%8.8%
Category average25.8%12.2%11.6%NA
Rank with in category8318NA
Understand terms

Holdings (65)

NameSectorInstrumentAssets
EnergyEquity8.33%
FinancialEquity5.44%
ConstructionEquity3.78%
FinancialEquity3.59%
SovereignGOI Sec3.12%
TechnologyEquity2.89%
ConstructionInvITs2.87%
FinancialEquity2.84%
HealthcareEquity2.80%
Capital GoodsEquity2.60%
See All

Expense ratio, exit load and tax

Expense ratio: 2.46%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 3 months.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund house & investment objective

Fund house contact details

Address
B/204-Tower 1, Peninsula Corporate Park, Ganpatrao Kadam Marg,Lower Parel, Mumbai 400013
Phone
NA
Launch Date
31 Mar 2008
Website
BOI AXA Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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