Aditya Birla Sun Life Mutual Fund
Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan - Growth Option
Dynamic Asset Allocation or Balanced Advantage
— 3Y
Bank of India Mutual Fund
Dynamic Asset Allocation or Balanced Advantage · Direct Plan · Growth · Live NAV & returns (MFAPI); TER/AUM/managers illustrative
Benchmark · Nifty 500 Multicap TRI
BANK OF INDIA BALANCED ADVANTAGE FUND DIRECT PLAN GROWTH is an open-ended dynamic asset allocation or balanced advantage scheme managed by Bank of India Mutual Fund. The objective is long-term capital appreciation through disciplined diversification.
Annualised returns versus benchmark — validate against official AMC factsheets before investing.
| Period | Fund CAGR | Benchmark | Active (illustrative) |
|---|---|---|---|
| 1 Year | +5.5% | +4.3% | +1.2% |
| 3 Years | +10.9% | +9.4% | +1.5% |
| Since inception | +10.9% | +8.5% | +2.4% |
Downside and volatility diagnostics — combine with horizon and liquidity needs when sizing allocations.
Std. deviation (3Y ann.)
11%
Higher dispersion implies wider NAV swings.
Beta vs benchmark
0.95
Category avg beta 0.99.
Sharpe (risk-adjusted)
0.62
Illustrative ratio — use alongside drawdowns.
Max drawdown (stress)
-23.9%
Peak-to-trough NAV decline on modelled history.
3Y alpha
+2.1%
Versus benchmark on illustrated methodology.
Top positions and sector sleeves — illustrative placeholder data; MFAPI does not provide portfolio holdings.
| Security | Sector | Weight % |
|---|---|---|
| ICICI Bank Ltd. | Financial Services | 11.3% |
| Infosys Ltd. | Information Technology | 14.5% |
| Tata Consultancy Services Ltd. | Information Technology | 4.3% |
| Larsen & Toubro Ltd. | Construction | 4.5% |
| Bharti Airtel Ltd. | Telecommunication | 9.6% |
| Axis Bank Ltd. | Financial Services | 14.5% |
| Kotak Mahindra Bank Ltd. | Financial Services | 14% |
| ITC Ltd. | Consumer Staples | 14.5% |
TER not yet available
Expense ratio data will appear once the fund's full factsheet has been ingested. Check the AMC website for the latest SID/KIM.
Lead fund manager
Managing strategy since 2022
Seasoned allocator with coverage across Indian equities and macro attribution frameworks.
Execution & risk oversight
Supporting desk since 2021
Focus on liquidity, derivatives overlays, and adherence to mandate guardrails.
Normalised NAV trajectory vs modelled benchmark — last 36 monthly ticks.
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Approved community reviews appear first when logged-in investors contribute; demo cards fill out the grid for illustration.
Authenticated users only. Submissions stay pending until an admin approves them — one review per fund per account.
Investor K
2026-01-15
Wish rolling returns were longer — still better than PDF brochures.
Investor L
2026-06-15
Compare tray makes advisor conversations faster.
Investor S
2026-03-15
Good ELSS context without pushing products.
BANK OF INDIA BALANCED ADVANTAGE FUND DIRECT PLAN GROWTH
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