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  • SBI Balanced Advantage Fund Transfer (PIDCW-A)
SBI Mutual Fund

SBI Balanced Advantage Fund Transfer (PIDCW-A)

HybridDynamic Asset Allocation Or Balanced Advantage

13.6223

NAV (Mar 27)

12.7%
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

13.6223

NAV (Mar 27)

Fund Returns

Last 1Y
26.6%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
12.7%
6 Month CAGR
12%

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
28096.447
ISIN
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 Transfer (PIDCW-A)70%14,61,317 7,28,70526.6%
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 2024-03-27

Top Stock Holdings

cash offset for derivatives

32.3%
32.3%

7.18% govt stock 2033

7.7%
7.7%

icici bank ltd

4.8%
4.8%

hdfc bank ltd

4.3%
4.3%

icici bank ltd.

4.3%
4.3%
See all holdings

Allocation by Sector

financial services

21.1%
21.1%

energy

8.4%
8.4%

utilities

8.1%
8.1%

industrials

6.9%
6.9%

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)

₹ 10,622 cr

₹ 32,429 cr

₹ 8,729 cr

₹ 3,389 cr

₹ 1,787 cr

amc-img

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 646,498 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%

6.5%

21.4%

17.8%

15.8%

12.1%

25.1%

16.1%

5.3%

6.9%

SBI Balanced Advantage Fund Transfer (PIDCW-A) Review

SBI Balanced Advantage Fund Transfer (PIDCW-A) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 12.7% 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 Transfer (PIDCW-A) as of 3/27/2024 is ₹13.62 with the total AUM as of 3/28/2024 is ₹28096.447. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Balanced Advantage Fund Transfer (PIDCW-A) 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 Transfer (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 Transfer (PIDCW-A)?

SBI Balanced Advantage Fund Transfer (PIDCW-A) 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 Transfer (PIDCW-A)?

You can invest in SBI Balanced Advantage Fund Transfer (PIDCW-A) 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 Transfer (PIDCW-A)?

The minimum sip amount for SBI Balanced Advantage Fund Transfer (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is SBI Balanced Advantage Fund Transfer (PIDCW-A) good to invest in?

As per Scripbox experts, SBI Balanced Advantage Fund Transfer (PIDCW-A) is a Not Reviewed Yet fund. You can investSBI Balanced Advantage Fund Transfer (PIDCW-A) 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 Transfer (PIDCW-A)?

The expense ratio of the SBI Balanced Advantage Fund Transfer (PIDCW-A) is 1.61% for regular plan.