Bank of India Balanced Advantage Fund(G)-Direct Plan
+11.24%
5Y annualised
+11.24%
5Y annualised
-0.18% 1D
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Buy, Hold or Sell?
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NAV : 24 Aug 2026
₹28.75
Min. SIP amount
₹1,000
Fund size (AUM)
177 Cr
Expense ratio
0.96%
Launched on
14 Mar 2014
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 24 Aug 2026
₹28.75
Min. SIP amount
₹1,000
Fund size (AUM)
177 Cr
Expense ratio
0.96%
Launched on
14 Mar 2014
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
50.87%
Others
49.13%
Sector Allocation
Bank
24.60%
Corporate Debt
12.23%
Finance
8.89%
Cash & Cash Equivalents And Net Assets
7.78%
Crude Oil
4.60%
Fmcg
4.41%
It
3.42%
Power
3.33%
Others
28.50%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
NIL for 10% of investments and 1% for remaining investments on or before 3M, NIL after 3M
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Alok Singh
Present
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FAQs
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