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  • SBI Balanced Advantage Fund (Growth)
SBI Mutual Fund

SBI Balanced Advantage Fund (Growth)

HybridDynamic Asset Allocation Or Balanced Advantage

13.8063

NAV (Apr 16)

13.1%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

13.8063

NAV (Apr 16)

Fund Returns

Last 1Y
25.6%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
13.1%
6 Month CAGR
13.6%

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
1.61
Launched (3y ago)
Aug 31, 2021
AUM in Crores
28823.157
ISIN
INF200KA1Y40
Lock-in
No Lock-in
Benchmark
Nifty 50 Hybrid Composite Debt 50:50
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
7.52
Fund Managers

Mansi Sajeja

Fund Manager

Mohit Jain

Fund Manager

Pradeep Kesavan

Fund Manager

Rajeev Radhakrishnan

Fund Manager

Dinesh Balachandran

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Balanced Advantage Fund (Growth)70%14,20,631 6,88,01925.6%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-04-16

Top Stock Holdings

cash offset for derivatives

34.3%
34.3%

7.18% govt stock 2033

6.6%
6.6%

future on icici bank ltd

4.9%
4.9%

icici bank ltd

4.9%
4.9%

hdfc bank ltd

4.8%
4.8%
See all holdings

Allocation by Sector

financial services

20.7%
20.7%

utilities

8.3%
8.3%

energy

8.2%
8.2%

industrials

7%
7%

consumer cyclical

6.2%
6.2%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 10,737 cr

₹ 33,502 cr

₹ 8,943 cr

₹ 3,417 cr

₹ 741 cr

amc-img

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 633,964 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 90 equity,230 debt and 41 hybrid funds.amc-img
phone-img022-61793000
email-img
Fund NameScripbox Opinion
Till Date CAGR

5.1%

6.5%

22.5%

17.8%

15.7%

12.1%

25.5%

16.3%

27.6%

13.4%

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 13.1% over a period of 2 years. The fund is managed by SBI Funds Management Ltd. The fund managers are Dinesh Balachandran, Mansi Sajeja, Mohit Jain, Pradeep Kesavan, Rajeev Radhakrishnan.

Nav of SBI Balanced Advantage Fund (G) as of 4/16/2024 is ₹13.81 with the total AUM as of 4/17/2024 is ₹28823.157. 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.

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 instruments 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 1.61% for regular plan.