₹ 14.96

NAV (May 08)

11.749%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Scheme Information

Investment Objective

The scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments.

Expense Ratio
1.59 %
Launched 3Y ago
2021-08-31
AUM in Crores
34015.4
ISIN
INF200KA1Y40
Lock-in (days)
No Lock-in
Benchmark
NIFTY 50 Hybrid Composite debt 50:50 Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
6.4
Beta
0.5
Sharpe Ratio
0.9
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Others

37.03%
37.031%

HDFC Bank Ltd.

4.77%
4.774%

ICICI Bank Ltd.

4.53%
4.532%

GAIL (India) Ltd.

4%
3.995%

Tata Motors Ltd.

2.99%
2.991%
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Allocation by Sector

Energy

10.7%
10.695508%

Financial

8.51%
8.505382%

Technology

5.79%
5.785312%

Consumer Staples

3.7%
3.700308%

Automobile

3.1%
3.095722%
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SBI 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 11.75% over 3 years. The fund has grown over a period of 3 years. The fund is managed by SBI Mutual Fund. The fund managers are Anup Upadhyay, Dinesh Balachandran, Mansi Sajeja, Pradeep Kesavan, Rajeev Radhakrishnan.

Nav of SBI Balanced Advantage Fund (G) as of 5/8/2025 is ₹14.96 with the total AUM as of 5/9/2025 is ₹34015.41. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Balanced Advantage Fund (G) was launched on 2021-08-31. The category risk of the fund is High.

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

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