NAV (Mar 17)
Investment Duration5 years
Total Corpus Created (₹)With CAGR of 11.25 % in 5 years
NAV (Mar 17)
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 derivatives25.8%
icici bank ltd5.8%
7.54 5/23/2036 12:00:00 am4.6%
7.38 6/20/2027 12:00:00 am4.5%
5.63 4/12/2026 12:00:00 am4.4%
|Fund Name||Fund Size||Rolling Returns|
₹ 21,232 cr
₹ 1,013 cr
₹ 634 cr
₹ 2,695 cr
₹ 415 cr
SBI Funds Management Ltd
SBI Funds Management Ltd manages assets worth 467,659 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 73 equity,205 debt and 34 hybrid funds.
|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 5% over a period of 1 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 3/17/2023 is ₹10.78 with the total AUM as of 3/20/2023 is ₹21859.486. 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 Moderately 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 1.64% for regular plan.