How to use scorecard? Learn more

SBI Balanced Advantage Fund(IDCW)

IDCW

HybridBalanced Advantage Fund

Large-size FundAssets Under Mgmt: ₹ 33,186 Cr

Moderately High RiskPrinciple investment will be at moderately high risk

15.110.75% (-0.11)

How to use scorecard? Learn more

HybridBalanced Advantage Fund

Large-size FundAssets Under Mgmt: ₹ 33,186 Cr

Moderately High RiskPrinciple investment will be at moderately high risk

Key Metrics

Expense RatioExpense Ratio	No LabelNo Label	No LabelNo Label
0.67	32.66	1.91

No LabelNo Label	No LabelNo Label	No LabelNo Label
1.32	39.21	1.39

Scheme Info

PlanPlan	Lock inLock in	Exit LoadExit Load
IDCW	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(IDCW)	16.93%	14.47%	13.30%
HDFC Balanced Advantage Fund(IDCW)	12.40%	14.02%	3.55%
ICICI Pru Balanced Advantage Fund(M-IDCW Payout)	10.77%	9.24%	8.05%
Kotak Balanced Advantage Fund(IDCW-Payout)	17.57%	13.20%	12.66%

Price Comparison

Compare SBI Balanced Advantage Fund(IDCW) with any MF, ETF, stock or index

SBI Balanced Advantage Fund(IDCW)

Hmm, looks like data is unavailable here. Please come back after some time

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
₹ 7,72,082.81 Cr.

Fund Manager Profile

Dinesh Balachandran

AUM: ₹1,32,643.37 Cr.

Exp: 11yrs

Anup Upadhyay

AUM: ₹55,392.93 Cr.

Exp: 7yrs

Rajeev Radhakrishnan

AUM: ₹2,68,906.18 Cr.

Exp: 10yrs

Mansi Sajeja

AUM: ₹1,41,840.49 Cr.

Exp: —

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.

You make

A 9 min Presentation on SBI Balanced Advantage Fund

1 month ago•SBI Mutual Fund

Viewpoint A podcast series by SBI MF | SBI Balanced Advantage Fund

3 months ago•SBI Mutual Fund

Be a part of India's growth story with Mutual Funds

1 year ago•SBI Mutual Fund

Sail effortlessly through market volatilities

1 year ago•SBI Mutual Fund

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