Analytics, not advice. Rankings and scores describe past performance and are not recommendations.

BANK OF INDIA BALANCED ADVANTAGE FUND DIRECT PLAN GROWTH vs Bajaj Finserv Balanced Advantage Fund-Direct Plan-Growth

Side-by-side comparison from public AMFI data — returns, ratings, costs and portfolio overlap. Analytics, not advice.

BANK OF INDIA BALANCED ADVANTAGE FUND DIRECT PLAN GROWTHBajaj Finserv Balanced Advantage Fund-Direct Plan-Growth
CategoryDynamic Asset AllocDynamic Asset Alloc
Fund houseBank of India Mutual FundBajaj Finserv Mutual Fund
Latest NAV₹28.30₹12.00
Inception14 May 202614 May 2026
AUM
Expense ratio1.11%0.48%
FundScorenot ratednot rated
1 year
3 years (CAGR)
5 years (CAGR)
Since inception0.91%2.68%

Higher return figures highlighted. Past performance does not predict future returns.

Year-by-year returns

YearBANK OF INDIA BALANCED ADVANTAGE FUND DIRECT PLAN GROWTHBajaj Finserv Balanced Advantage Fund-Direct Plan-Growth
20260.91%2.68%
These two funds share 35.15% of their portfolios at the stock level.
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