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  • SBI Balanced Advantage Fund Inc Dist cum Cap Wdrl (PIDCW-A)
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SBI Balanced Advantage Fund Inc Dist cum Cap Wdrl (PIDCW-A)

HybridDynamic Asset Allocation Or Balanced Advantage

10.206

NAV (Jan 21)

2.1%
Till Date CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

1 Years.

Relative Size

23,069 Cr.

Category View

.

Consistency Of Performance

.

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Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

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    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

10.206

NAV (Jan 21)

Fund Returns

Last 1Y

NA

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

2.1%

6 Month CAGR

NA

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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

1.7

Launched (1y ago)

Aug 31, 2021

AUM in Crores

23068.140

ISIN

INF200KA1Y57

Lock-in

No Lock-in

Benchmark

Nifty 50 Hybrid Comp Debt 50:50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
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Dinesh Ahuja

Fund Manager

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Dinesh Balachandran

Fund Manager

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Mohit Jain

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,042 cr

5

₹ 18,456 cr

5

₹ 1,954 cr

5

₹ 3,412 cr

5

₹ 136 cr

5

amc-icon

About the AMC

Fund NameScripbox Opinion
Till Date CAGR
SBI Focused Equity Fund (G)

23.4%

20.2%

5.6%

7.2%

23.4%

%

4.8%

5.8%

4.8%

5.8%

growth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Expert Investing Only
  • graph-icon-gray
    One-click investing and tracking
  • graph-icon-gray
    Zero fees for all your investments
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Diversified

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Equity

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Equity

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SBI Balanced Advantage Fund Inc Dist cum Cap Wdrl (PIDCW-A) Review

SBI Balanced Advantage Fund Inc Dist cum Cap Wdrl (PIDCW-A) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 2.1% 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 Inc Dist cum Cap Wdrl (PIDCW-A) as of 21/01/2022 is ₹10.21 with the total AUM as of 24/01/2022 is ₹23068.14. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Balanced Advantage Fund Inc Dist cum Cap Wdrl (PIDCW-A) was launched on Aug 31, 2021. The category risk of the fund is High Risk.

The minimum SIP amount for SBI Balanced Advantage Fund Inc Dist cum Cap Wdrl (PIDCW-A) 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 Inc Dist cum Cap Wdrl (PIDCW-A)?

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Is SBI Balanced Advantage Fund Inc Dist cum Cap Wdrl (PIDCW-A) good to invest in?

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