Insufficient Data
Less expense ratio implies better returns over the long term
Insufficient Data
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.68 | 33.72 | 2.98 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.31 | 39.92 | 2.77 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
NIFTY 50 Hybrid Composite Debt 50:50 Index |
Balanced advantage funds are equity mutual funds that have equity allocation between 30% and 80% depending on the PE ratio and market valuation
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
SBI Balanced Advantage Fund(IDCW) | 25.15% | — | 15.29% |
HDFC Balanced Advantage Fund(IDCW) | 29.68% | 15.40% | 4.03% |
ICICI Pru Balanced Advantage Fund(M-IDCW Payout) | 20.09% | 10.22% | 8.53% |
Kotak Balanced Advantage Fund(IDCW-Payout) | 24.53% | 13.57% | 13.41% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Equity
Debt
Others
Holdings
4.77 %
Holdings
4.53 %
Holdings
4.00 %
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
105
Total AUM
₹ 7,41,735.72 Cr.
Dinesh Balachandran
AUM: ₹1,00,344.96 Cr.
|
Exp: 11yrs
Rajeev Radhakrishnan
AUM: ₹2,56,823.94 Cr.
|
Exp: 10yrs
Mansi Sajeja
AUM: ₹1,38,977.60 Cr.
|
Exp: —
Pradeep Kesavan
AUM: ₹1,84,582.46 Cr.
|
Exp: 18yrs
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 15%
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
Invested
₹—
+Returns (0%)
₹—
-₹—
You make
₹—
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Returns
Insufficient Data