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Bank of India Balanced Advantage Fund - Regular Plan - IDCW

  • Regular
  • Direct
Category : Dynamic Asset Allocation or Balanced Advantage

Scheme Objective

BOI AXA Balanced Advantage Fund aims at providing long term capital appreciation / income from a dynamic mix of equity and debt investments.

Scheme Details

  • Fund manager(s)Alok Singh
  • Launch date – 14-Mar-2014
  • Expense ratio – 2.3% as declared on 30-Sep-2025 (category average is 1.9%)
  • Benchmark - NIFTY 50 Hybrid Composite Debt 50:50 Index
  • Min SIP amount - ₹1000
  • Min investment amount (one time- first time) - ₹5000
  • Min investment amount (addtional purchase) - ₹1000
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Bank of India Balanced Advantage Fund - Regular Plan - IDCW charges 1.0% of sell value; if fund sold before 90 days. There are no other charges.

Net Buy Price
Buy Date
Sell Date
  • Gross Profit
  • Exit Charges
  • Net Profit

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details

Bank of India Investment Managers Private Limited
B/204, Tower 1, Peninsula Corporate Park, Ganpatrao Kadam Marg, Lower Parel, Mumbai 400013
Tel no.: 022-61249000
Fax no.: 022-61249001
Website.: www.boimf.in

Forum

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