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FAQ : Bank of India Balanced Advantage Fund - Growth - Direct Plan

Bank of India Balanced Advantage Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 4.42 10.14 9.31 6.5
Average Rolling Returns(%) 8.34 7.62 6.73 7.42

The Current NAV of Bank of India Balanced Advantage Fund - Growth - Direct Plan is ₹28.38.

You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.

Bank of India Balanced Advantage Fund - Growth - Direct Plan fund’s expense ratio is 1.15%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Bank of India Balanced Advantage Fund - Growth - Direct Plan is currently ₹140 Crores.

The Top three stocks are Reliance Industries, ICICI Bank and HDFC Bank and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 17% and 27% of fund’s portfolio respectively.

Top three sectors of Bank of India Balanced Advantage Fund - Growth - Direct Plan fund are BFSI, Others and Miscellaneous accounting for 59% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Hybrid - Balanced Advantage it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Bank of India Balanced Advantage Fund - Growth - Direct Plan Fund is Hybrid - Balanced Advantage.

Alok Singh manages the Bank of India Balanced Advantage Fund - Growth - Direct Plan Fund.

Bank of India Balanced Advantage Fund - Growth - Direct Plan current PE ratio is 27.24 and PB ratio is 5.60

The asset allocation of Bank of India Balanced Advantage Fund - Growth - Direct Plan is Stocks : 59.61%, Debt : 26.12% and Gold : 14.28%

The minimum SIP amount for Bank of India Balanced Advantage Fund - Growth - Direct Plan is ₹1000.00 and minimum lumpsum is ₹5000.00

The exit load for Bank of India Balanced Advantage Fund - Growth - Direct Plan is 1% on or before 3 months, Nil after 3 months

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