NAV (Dec 1)
6 Month CAGR
To provide long term capital appreciation / income from a dynamic mix of equity and debt investments. However,there can be no assurance that the investment objective of the Scheme will be realized
Launched (2y ago)
Aug 31, 2021
AUM in Crores
Nifty 50 Hybrid Composite Debt 50:50
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|SBI Balanced Advantage Fund (Growth)||NaN||NaN||%|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
cash offset for derivatives25.4%
7.38% govt stock 20275.8%
hdfc bank ltd5.8%
icici bank ltd5.4%
axis bank ltd3.5%
|Fund Name||Fund Size||Rolling Returns|
₹ 26,182 cr
₹ 9,338 cr
₹ 3,301 cr
₹ 1,354 cr
₹ 1,051 cr
SBI Funds Management Ltd
|Fund Name||Scripbox Opinion||Till Date CAGR|
SBI Balanced Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 10.2% over a period of 2 years. The fund is managed by SBI Funds Management Ltd. The fund managers are Dinesh Ahuja, Dinesh Balachandran, Mohit Jain.
Nav of SBI Balanced Advantage Fund (G) as of 12/1/2023 is ₹12.43 with the total AUM as of 12/5/2023 is ₹24344.354. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Balanced Advantage Fund (G) was launched on Aug 31, 2021. The category risk of the fund is High Risk.
The minimum SIP amount for SBI Balanced Advantage Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
What is SBI Balanced Advantage Fund (G)?
How to invest in SBI Balanced Advantage Fund (G)?
You can invest in SBI Balanced Advantage Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of SBI Balanced Advantage Fund (G)?
The minimum sip amount for SBI Balanced Advantage Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is SBI Balanced Advantage Fund (G) good to invest in?
As per Scripbox experts, SBI Balanced Advantage Fund (G) is a Not Reviewed Yet fund. You can investSBI Balanced Advantage Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the SBI Balanced Advantage Fund (G)?
The expense ratio of the SBI Balanced Advantage Fund (G) is 1.63% for regular plan.