Bank of India Balanced Advantage Fund (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Bank of India Balanced Advantage Fund (IDCW) (24870) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Bank of India Balanced Advantage Fund (IDCW)
Bank of India Investment Managers Private Ltd
BOI AXA Balanced Advantage 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.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
High Expenses
Portfolio Mix
Diversified
Management
Experienced Team
Quality Score
Below Average
Bank of India Balanced Advantage Fund (IDCW) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Management Stability
Fund manager experience
Equity Exposure
Market exposure level
1-Year Returns
Recent performance momentum
Long-term Track Record
Historical performance consistency
Risk Assessment
Risk-adjusted returns
Fund Size
Assets under management
Cost Efficiency
Fund management costs
Investment Timing Insights
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Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| TREPS | Debt Others | 6.94% |
| HDFC Bank Ltd | Banks | 5.38% |
| Reliance Industries Ltd | Refineries | 5.20% |
| ICICI Bank Ltd | Banks | 5.06% |
| N A B A R D | Debt Others | 3.66% |
| S I D B I | Debt Others | 3.65% |
| AU Small Finance Bank Ltd | Banks - Private Sector | 3.53% |
| ITC Ltd | Tobacco Products | 3.52% |
| State Bank of India | Banks | 2.95% |
| Indian Railway Finance Corporation Ltd | Finance - Term-Lending Institutions | 2.92% |
Sector Breakdown
Compare against Dynamic Asset Allocation or Balanced Advantage category average
Performance Summary
This comparison shows how the fund performs relative to the Dynamic Asset Allocation or Balanced Advantage category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Dynamic Asset Allocation or Balanced Advantage category
Bank of India Balanced Advantage Fund (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| HDFC Balanced Advantage Fund - Direct (G) | ₹570.48 | 10.16% | 0.59% | 19.14% |
| HDFC Balanced Advantage Fund (G) | ₹527.06 | 9.84% | -0.00% | 18.40% |
| Nippon India Balanced Advantage Fund - Direct (G) | ₹205.14 | 10.30% | 3.02% | 13.34% |
| Nippon India Balanced Advantage Fund (G) | ₹180.58 | 9.65% | 1.81% | 11.97% |
| Nippon India Balanced Advantage Fund (Bonus) | ₹180.58 | 9.65% | 1.81% | 11.97% |
| Aditya Birla SL Balanced Advantage Fund-Dir (G) | ₹123.18 | 12.12% | 4.83% | 13.97% |
| Aditya Birla SL Balanced Advantage Fund (G) | ₹108.23 | 11.51% | 3.70% | 12.67% |
| ICICI Pru Balanced Advantage Fund - Dir (G) | ₹85.18 | 11.30% | 6.43% | 13.69% |
| ICICI Pru Balanced Advantage Fund (G) | ₹76.24 | 10.98% | 5.81% | 12.99% |
| Invesco India Balanced Advantage Fund-Direct (G) | ₹64.80 | 10.04% | 3.12% | 14.57% |
Category Average Returns
Alok Singh
A seasoned investment professional with over 12 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.