Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures.
Side by side
record, cost, returns, drawdown, size
| Measure | BANK OF INDIA BALANCED ADVANTAGE |
|---|---|
| Category | Dynamic Asset Allocation or Balanced Advantage |
| Share of three-year stretches it beat its category P4 | 15% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.80% |
| Portfolio turned over a year P1 | 31% |
| Run by P7 | Alok Singh · ≥ 1.8 yrs |
| 1-year return | 4.0% |
| 3 years p.a. | 9.1% |
| 5 years p.a. | 10.5% |
| Deepest fall (max drawdown) | −12.8% |
| Assets (AUM) | ₹178 Cr |
| Disclosed history | 4.3 yrs |
| Holdings · top ten weight | 77 · 54% |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.