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BANK OF INDIA BALANCED ADVANTAGE FUND
Bank of India·
Dynamic Asset Allocation or Balanced Advantage
1Y
+2.60%
3Y
+10.43%
5Y
+10.68%
Since Inception
+10.85%
Sharpe
0.43
Sortino
0.70
Max Drawdown
-12.79%
Volatility
9.81%
Alpha
+2.97%
Beta
1.22
Info Ratio
0.82
Up / Down Capture
132 / 123
NAV (last ~1 year)
Fund details
AMCBank of India
Fund manager-
Data from2021-04-13
AUM₹145 Cr (January - March 2026)
Expense ratio (Direct)1.31%
Minimum lumpsumRs 5,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin Dynamic Asset Allocation or Balanced Advantage
1Y
#4 of 37
Top 11%
3Y CAGR
#15 of 30
Top 50%
5Y CAGR
#4 of 19
Top 21%
Sharpe
#14 of 36
Top 39%