- Mutual Funds
- SBI Mutual Fund
- SBI Balanced Advantage Fund (Growth)
SBI Balanced Advantage Fund (Growth)
₹ 9.8762
NAV (Jun 24)
Track Record
1 Years.
Relative Size
23,900 Cr.
Category View
.
Consistency Of Performance
.
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 9.8762
NAV (Jun 24)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | -1.2% |
6 Month CAGR | -2.5% |
Scheme Information
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
Expense Ratio | 1.61 |
Launched (1y ago) | Aug 31, 2021 |
AUM in Crores | 23899.607 |
ISIN | INF200KA1Y40 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 50 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Stock Holdings
cash offset for derivatives
25.6%5.63% govt stock 2026
13.6%treps
6.1%icici bank ltd
3.4%housing development finance corp ltd
3.1%Allocation by Sector
financial services
22.4%technology
8.2%industrials
6.1%basic materials
5.9%healthcare
5.4%Comparison with Hybrid Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 26,009 cr | |||
₹ 26,009 cr | |||
₹ 26,009 cr | |||
₹ 26,009 cr | |||
₹ 26,009 cr |
About the AMC
SBI Funds Management Private Limited
SBI Funds Management Private Limited manages assets worth 25,449 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 2 equity,34 debt and 21 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
13.3% | 18.5% | ||
5.1% | 7.4% | ||
14.5% | 16.8% | ||
5.1% | % | ||
10.9% | 11.3% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsSBI Balanced Advantage Fund (G) Review
SBI Balanced Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of -1.2% over a period of 0 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 6/24/2022 is ₹9.88 with the total AUM as of 6/27/2022 is ₹23899.607. 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.
Frequently Asked Questions
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 1.61% for regular plan.