SBI Balanced Advantage Fund - Regular Plan - Growth

NORMAL RISK
Hybrid
Hybrid: Dynamic Asset Allocation
6M returns
3.10 %
Current NAV
15.32
1M3M6M1Y3Y5YALL
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Min. SIP
5000
AUM
₹ 35566.0 Cr

Return Calculator

Amount per month5,000
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
60,000

Investment distribution

Others13.9 %
GOI6.5 %
Reliance Industries5.9 %
HDFC Bank5.4 %
Cholamandalam Investment and Finance Company2.9 %
Bharti Airtel2.4 %

Fund Manager

RR
Rajeev Radhakrishnan
DA
Dinesh Ahuja
AU
Anup Upadhyay
DB
Dinesh Balachandran
MS
Mansi Sajeja
MJ
Mohit Jain
PK
Pradeep Kesavan

Fund Information

Launched
06 Sep 2021(3 years ago)
Expense ratio1.57%
Exit LoadFor units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Benchmark index
NIFTY 50 Hybrid Composite Debt 50:50 Index100%

Fund Objective

The scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments.

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