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  • SBI Balanced Advantage Fund (Growth)
SBI Mutual Fund

SBI Balanced Advantage Fund (Growth)

HybridDynamic Asset Allocation Or Balanced Advantage

10.7814

NAV (Mar 17)

5%
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

10.7814

NAV (Mar 17)

Fund Returns

Last 1Y

5.2%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

5%

6 Month CAGR

2.3%

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

1.64

Launched (2y ago)

Aug 31, 2021

AUM in Crores

21859.486

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

7.61

Fund Managers

Dinesh Balachandran

Fund Manager

Mohit Jain

Fund Manager

Dinesh Ahuja

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Balanced Advantage Fund (Growth)70%NaN NaN%
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 2023-03-17

Top Stock Holdings

cash offset for derivatives

25.8%
25.8%

icici bank ltd

5.8%
5.8%

7.54 5/23/2036 12:00:00 am

4.6%
4.6%

7.38 6/20/2027 12:00:00 am

4.5%
4.5%

5.63 4/12/2026 12:00:00 am

4.4%
4.4%
See all holdings

Allocation by Sector

financial services

26.4%
26.4%

industrials

7.8%
7.8%

technology

5.9%
5.9%

utilities

5.8%
5.8%

consumer cyclical

5.1%
5.1%
See all sectors

Compare SBI Balanced Advantage Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,232 cr

₹ 1,013 cr

₹ 634 cr

₹ 2,695 cr

₹ 415 cr

About the AMC

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.

amc-img

  • 022-61793000
  • Fund NameScripbox Opinion
    Till Date CAGR

    18.6%

    18.1%

    5.6%

    6.8%

    3.8%

    6.5%

    27%

    16.9%

    24.4%

    11.2%

    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 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.

    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 1.64% for regular plan.