- Mutual Funds
- SBI Mutual Fund
- SBI Balanced Advantage Fund (G)
SBI Balanced Advantage Fund (G)
₹ 14.96
NAV (May 08)
View Less
Scheme Information
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 |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
Others
37.03%HDFC Bank Ltd.
4.77%ICICI Bank Ltd.
4.53%GAIL (India) Ltd.
4%Tata Motors Ltd.
2.99%
Allocation by Sector
Energy
10.7%Financial
8.51%Technology
5.79%Consumer Staples
3.7%Automobile
3.1%
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 55,360 cr | ||
₹ 3,363 cr | ||
₹ 12,239 cr | ||
₹ 5,670 cr | ||
₹ 23,229 cr |
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.