Bank of India Balanced Advantage Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.66
• Std Deviation 11.99%
• Tracking Error 0.00%

The Fund aims at providing long term capital appreciation / income from a dynamic mix of equity and debt investments. There is no assurance that the investment objectives of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

The Bank of India Balanced Advantage Regular Growth has an AUM of 135.02 crores & has delivered CAGR of 11.71% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.27%. The minimum investment in Bank of India Balanced Advantage Regular Growth is Rs 5000 and the minimum SIP is Rs 1000.

As per morningstar the risk & return rating of the fund are Moderate & High respectively.

The top holdings of the fund include Net Receivables / (Payables), HDFC Bank, Reliance Industries & State Bank Of India.

The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Software & Programming & Construction Services.

Some of the similar funds are Bank of India Balanced Advantage Regular Growth, Shriram Balanced Advantage Fund Regular Growth, ITI Balanced Advantage Fund Regular Growth, Samco Dynamic Asset Allocation Fund Regular Growth, Helios Balanced Advantage Fund Regular Growth. Bank of India Balanced Advantage Regular Growth has a sharpe ratio of 0.66 & a standard deviation of 11.99%.