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  • SBI Balanced Advantage Fund (Growth)
SBI Mutual Fund

SBI Balanced Advantage Fund (Growth)

HybridDynamic Asset Allocation Or Balanced Advantage

9.9598

NAV (May 19)

-0.4%
Till Date CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

1 Years.

Relative Size

24,011 Cr.

Category View

.

Consistency Of Performance

.

Scripbox Recommended Hybrid Funds

Want the large cap equity funds that are right for your long term equity investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

9.9598

NAV (May 19)

Fund Returns

Last 1Y

NA

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

-0.4%

6 Month CAGR

-2.7%

Scheme Information

Investment Objective

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

1.63

Launched (1y ago)

Aug 31, 2021

AUM in Crores

24010.816

ISIN

INF200KA1Y40

Lock-in

No Lock-in

Benchmark

IISL Nifty 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Dinesh Balachandran

Fund Manager

Mohit Jain

Fund Manager

Dinesh Ahuja

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2022-05-19

Top Stock Holdings

cash offset for derivatives

24.3%
24.3%

5.63% govt stock 2026

13.8%
13.8%

treps

5%
5%

icici bank ltd

3.2%
3.2%

axis bank ltd

3.1%
3.1%
See all holdings
allocation by market cap

Allocation by Sector

financial services

21.3%
21.3%

technology

8.3%
8.3%

basic materials

6.1%
6.1%

industrials

6%
6%

healthcare

5.6%
5.6%
See all sectors

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Equity Arbitrage Fund (G)
Kotak Equity Arbitrage Fund (G)

₹ 24,648 cr

5

₹ 24,648 cr

5

₹ 24,648 cr

5

₹ 24,648 cr

5

₹ 24,648 cr

5

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.

amc-img

Fund NameScripbox Opinion
Till Date CAGR

14.5%

18.7%

5.3%

7.4%

16.6%

17%

5.3%

%

11.9%

11.3%

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

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 -0.4% 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 5/19/2022 is ₹9.96 with the total AUM as of 5/20/2022 is ₹24010.816. 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)?

SBI Balanced Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

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.