SBI Funds Management Private Limited

SBI Balanced Advantage Fund - Regular Plan - Growth

HybridDynamic Asset Allocation
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return12.4%
  • 3 yr return-
  • 5 yr return-
  • Expense Ratio1.67%
  • Lock-in Period--
  • Exit Load0%
  • Fund Size (Cr)Rupees21860.3
  • NAVRupees11.3

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
Preparing graph...

Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

Fund Video

Analysis

SBI Balanced Advantage Mutual Fund : 

 

Write a Review

Investment Objective

The Investment Objective Of The Scheme Is 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.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • 7.38% CGL 2027 7.5
  • ICICI Bank Ltd. 6
  • TREPS 3.9
  • 7.54% CGL 2036 3.5
  • HDFC Bank Ltd. 3.5
  • National Highways Infra Trust 3.2
  • Housing Development Finance Corporation Ltd. 3.1
  • Axis Bank Ltd. 3
  • Larsen & Toubro Ltd. 2.6
  • GAIL (India) Ltd. 2.6
  • Reliance Industries Ltd. 2.3
  • Sectors %
  • Govt-Sec20.3
  • Banks18.5
  • Transporation5.6
  • Internet and Technology5.5
  • Automobiles5.3

Fund House