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MF_127850

BANK OF INDIA BALANCED ADVANTAGE FUND DIRECT PLAN GROWTH

Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage

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End Amount
₹27,488.38
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
8.35%
MF_127850 Return
Benchmark CAGR
11.80%
Nifty 50
Inflation Adj. CAGR
3.48%
Real Annualized Return
Alpha
0.00
Excess Return vs Benchmark
Beta
0.45
Volatility vs Benchmark
Sharpe Ratio
0.27
Risk-Adjusted Return
Sortino Ratio
0.42
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 43% 21% 39%
60 days 40% 15% 26%
90 days 41% 13% 22%
180 days 39% 11% 15%
1Yr 35% 7% 10%
3Yr 21% 1% 7%
5Yr 9% 2% 7%
7Yr 0% 0% 6%
10Yr 0% 0% 5%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period BANK OF INDIA BALANCED ADVANTAGE FUND DIRECT PLAN GROWTH Nifty 50
30 days -6.0% | -40.2% | 9.2% | 98.1% 26.6% | -61.9% | 14.5% | 179.4%
60 days -19.7% | -33.4% | 9.9% | 65.2% -23.0% | -46.3% | 17.1% | 120.1%
90 days -18.5% | -27.9% | 10.1% | 49.2% -25.0% | -38.8% | 15.3% | 103.0%
1 Year -0.6% | -9.1% | 8.0% | 26.5% -10.0% | -15.6% | 11.1% | 56.6%
3 Years 9.3% | -0.2% | 8.9% | 16.4% 7.7% | 2.6% | 13.6% | 24.3%
5 Years 9.9% | 2.8% | 6.1% | 13.7% 6.4% | 3.9% | 13.7% | 21.8%
7 Years 9.5% | 4.8% | 7.4% | 10.6% 11.2% | 11.1% | 13.7% | 15.8%
10 Years 7.3% | 7.1% | 8.1% | 9.4% 11.7% | 11.3% | 13.1% | 14.7%
Periods of Negative Return (Drawdowns) 9 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Aug. 19, 2015 April 14, 2016 239 days 6% Nifty 50: 18% 12700 11948 12728
Aug. 27, 2018 Nov. 14, 2020 810 days 18% Nifty 50: 34% 15518 12756 15528
Jan. 17, 2022 March 31, 2022 73 days 8% Nifty 50: 13% 17542 16186 19015
April 8, 2022 Aug. 13, 2022 127 days 10% Nifty 50: 14% 19373 17487 19466
Sept. 13, 2022 Nov. 1, 2022 49 days 6% Nifty 50: 7% 19724 18581 19812
Dec. 1, 2022 May 27, 2023 177 days 7% Nifty 50: 10% 20379 18979 20410
Sept. 27, 2024 Oct. 18, 2025 386 days 13% Nifty 50: 15% 27526 24006 27527
Jan. 2, 2026 April 14, 2026 102 days 6% Nifty 50: 15% 28205 26633 28242
Aug. 3, 2026 Oct. 30, 2026 88 days 6% Nifty 50: 10% 28915 27111 27488