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SBI Balanced Advantage Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.67 | 32.66 | 1.65 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.32 | 39.21 | 1.09 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| NIFTY 50 Hybrid Composite Debt 50:50 Index |
About Balanced Advantage Fund
Balanced advantage funds are equity mutual funds that have equity allocation between 30% and 80% depending on the PE ratio and market valuation
Peers & Comparison
HybridBalanced Advantage Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| SBI Balanced Advantage Fund | 15.31% | 14.12% | 13.31% |
| HDFC Balanced Advantage Fund | 17.21% | 22.99% | 15.63% |
| ICICI Pru Balanced Advantage Fund | 13.01% | 13.05% | 13.24% |
| Kotak Balanced Advantage Fund | 15.66% | 12.73% | 12.61% |
Price Comparison
Compare SBI Balanced Advantage Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 0.39 %
Holdings
5.19 %
0.39 % - Reliance Industries Ltd3M change : 1.23 %
Holdings
4.00 %
1.23 % - Bharti Airtel Ltd3M change : 0.32 %
Holdings
3.33 %
0.32 %
AMC Profile
With 30 years of rich experience in fund management, SBI Funds Management Ltd. (SBIFML) bring forward their expertise by consistently delivering value to their investors. They have a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. They are a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies., SBI currently holds 63% stake in SBIFMPL. They have been actively managing their investor's assets not only through our investment expertise in domestic mutual funds, but also offshore funds and portfolio management advisory services for institutional investors.
No.of Schemes
107
Total AUM
₹ 7,70,342.35 Cr.
Fund Manager Profile
Dinesh Balachandran
AUM: ₹1,32,645.37 Cr.
|
Exp: 11yrs
Anup Upadhyay
AUM: ₹55,392.93 Cr.
|
Exp: 7yrs
Rajeev Radhakrishnan
AUM: ₹2,66,744.58 Cr.
|
Exp: 10yrs
Mansi Sajeja
AUM: ₹1,41,840.49 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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Investment frequency
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One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
A 9 min Presentation on SBI Balanced Advantage Fund
1 month ago•SBI Mutual Fund
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3 months ago•SBI Mutual Fund
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Raho Tension Free with SBI Balanced Advantage Fund
2 years ago•SBI Mutual Fund
SBI Balanced Advantage Fund in Bengali (এসবিআই ব্যালেন্সড অ্যাডভান্টেজ ফান্ড) - Investment Process
3 years ago•SBI Mutual Fund
SBI Balanced Advantage Fund Benefits (Bengali) - এসবিআই ব্যালেন্সড অ্যাডভান্টেজ ফান্ডের সুবিধা
3 years ago•SBI Mutual Fund
SBI Balanced Advantage Fund - बैलेंस्ड एडवांटेज फंड | Investment Process निवेश प्रक्रिया (हिंदी)
3 years ago•SBI Mutual Fund
SBI Balanced Advantage Fund Market Navigation (Hindi) - बाजार नेविगेशन
3 years ago•SBI Mutual Fund
SBI Balanced Advantage Fund Benefits (Hindi) - एसबीआई बैलेंस्ड एडवांटेज फंड लाभ
3 years ago•SBI Mutual Fund
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%