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BANK OF INDIA BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

Bank of India · Balanced Advantage
Moderate
₹25.05
Current NAV
27 Oct 2026
-2.3%
1Y Return
7.9%
3Y CAGR
8.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.65).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.15).
  • Very large asset base (AUM: ₹16,200 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (2.35%) which can affect compounding over long horizons.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.65
Sharpe Ratio
1.55
Beta
6.15
Alpha
2.23
Sortino
Fund Details
Fund House Bank of India
Category Balanced Advantage
AUM ₹16200 Cr
Expense Ratio 2.35%
Min SIP ₹500
Min Lumpsum ₹1000
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