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SBI Balanced Advantage Fund

Growth

HybridBalanced Advantage Fund

Large-size FundAssets Under Mgmt: ₹ 32,660 Cr

Moderately High RiskPrinciple investment will be at moderately high risk

15.080.10% (+0.02)

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HybridBalanced Advantage Fund

Large-size FundAssets Under Mgmt: ₹ 32,660 Cr

Moderately High RiskPrinciple investment will be at moderately high risk

Key Metrics

Expense RatioExpense Ratio	No LabelNo Label	No LabelNo Label
0.68	32.97	2.39

No LabelNo Label	No LabelNo Label	No LabelNo Label
1.31	41.28	1.58

Scheme Info

PlanPlan	Lock inLock in	Exit LoadExit Load
Growth	0 yrs	1.00% Nil upto 10% of units and 1% for remaining units on or before 1Y Nil after 1Y

SIP Inv.SIP Inv.	Min. LumpsumMin. Lumpsum
Allowed	₹ 5,000 Initial: ₹ 5,000 Incremental: ₹ 1,000

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

Comparing 3 mutual funds from
HybridBalanced Advantage Fund

Returns

Scheme

Ratios

Mutual Fund	1Y Returns1Y Returns	3Y CAGR3Y CAGR	Life CAGRLife CAGR
SBI Balanced Advantage Fund	20.30%	13.67%	13.60%
HDFC Balanced Advantage Fund	24.65%	21.08%	15.61%
ICICI Pru Balanced Advantage Fund	17.59%	12.28%	13.30%
Kotak Balanced Advantage Fund	18.74%	11.63%	12.46%

Price Comparison

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SBI Balanced Advantage Fund

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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
₹ 7,66,139.39 Cr.

Fund Manager Profile

Dinesh Balachandran

AUM: ₹1,07,951.63 Cr.

Exp: 11yrs

Rajeev Radhakrishnan

AUM: ₹2,66,198.12 Cr.

Exp: 10yrs

Mansi Sajeja

AUM: ₹1,39,832.33 Cr.

Exp: —

Pradeep Kesavan

AUM: ₹2,01,294.04 Cr.

Exp: 18yrs

Tax Implications

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)

This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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