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SBI Balanced Advantage Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

SBI Balanced Advantage Fund Growth Fund Overview

Min. investment

SIP ₹250 & Lump. ₹5000

AUM (Fund size)

₹41,513 Cr

Lock In Period

N/A

Expense Ratio

1.68

Exit Load

NIL - If units purchased or switched in from another scheme of the Fund areredeemed or switched out upto 10% of the units (the limit) purchased orswitched on or before 1 year from the date of allotment.1% of the applicable NAV - If units purchased or switched in from anotherscheme of the Fund are redeemed or switched out in excess of the limit on orbefore 1 year from the date of allotmentNIL - If units purchased or switched in from another scheme of the Fund areredeemed or switched out after 1 year from the date of allotment.

Benchmark

CRISIL Hybrid 50 + 50 - Moderate Index

SBI Balanced Advantage Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.870.70126.76
6M0.332.01126.76
1Y2.714.59126.76
3Y10.7413.87126.76

Portfolio Analysis

  • Equity: 69.22%
  • Debt: 28.61%
  • Others
As on: 2026-05-31
View allocation % by

1. HDFC Bank Ltd.4.04%
2. ICICI Bank Ltd.3.39%
3. Axis Bank Ltd.1.91%
4. Bandhan Bank Ltd.1.20%
5. Kotak Mahindra Bank Ltd.1.01%
6. IndusInd Bank Ltd.0.13%

1. Reliance Industries Ltd.4.98%
2. Indian Oil Corporation Ltd.0.97%
3. Bharat Petroleum Corporation Ltd.0.52%
4. Hindustan Petroleum Corporation Ltd.0.14%

1. Sun Pharmaceutical Industries Ltd.1.65%
2. Biocon Ltd.1.37%
3. Cipla Ltd.0.74%
4. Alkem Laboratories Ltd.0.24%
5. Lupin Ltd.0.16%
6. Syngene International Ltd.0.08%
7. Cohance Lifesciences Ltd.0.03%
8. Aurobindo Pharma Ltd.0.01%
9. Dr. Reddy's Laboratories Ltd.0.00%

1. Tech Mahindra Ltd.2.00%
2. HCL Technologies Ltd.1.26%
3. Wipro Ltd.0.35%
4. Tata Consultancy Services Ltd.0.24%
5. Infosys Ltd.0.11%
6. Coforge Ltd.0.01%

1. Punjab National Bank1.74%
2. Bank of Baroda1.43%
3. State Bank of India0.74%

1. CESC Ltd.1.66%
2. Torrent Power Ltd.1.43%
3. Tata Power Company Ltd.0.41%

1. Tata Motors Passenger Vehicles Ltd.2.19%
2. Tata Motors Ltd.0.99%

1. Larsen & Toubro Ltd.2.91%

1. Eternal Ltd.1.23%
2. Meesho Ltd.0.75%
3. Brainbees Solutions Ltd.0.65%

1. Mahindra & Mahindra Ltd.1.64%
2. Maruti Suzuki India Ltd.0.92%

1. GAIL (India) Ltd.2.44%

1. Tata Steel Ltd.2.07%
2. JSW Steel Ltd.0.06%

1. Mahindra & Mahindra Financial Services Ltd.0.97%
2. Cholamandalam Investment & Finance Co. Ltd.0.93%
3. Shriram Finance Ltd.0.16%
4. Bajaj Finance Ltd.0.00%

1. Indus Towers Ltd.1.53%

1. Bharti Airtel Ltd.1.42%

1. ITC Ltd.1.40%

1. ICICI Prudential Life Insurance Company Ltd.0.70%
2. Life Insurance Corporation of India0.49%
3. SBI Life Insurance Co. Ltd.0.13%
4. HDFC Life Insurance Company Ltd.0.02%

1. Power Grid Corporation of India Ltd.1.16%

1. Asian Paints Ltd.1.15%

1. Delhivery Ltd.0.67%
2. Gateway Distriparks Ltd.0.29%
3. Container Corporation of India Ltd.0.16%

About Fund SBI Balanced Advantage Fund Growth

SBI Balanced Advantage Fund Growth managed by SBI Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹41,513 Crore. The fund benchmarks its performance against the CRISIL Hybrid 50 + 50 - Moderate Index while maintaining an expense ratio of 1.68. Under the expert guidance of Rajeev Radhakrishnan ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Rajeev Radhakrishnan

Mr. Rajeev has done his B.E (Production), MMS (Finance) and Cleared Level 2 of the CFA exam conducted by CFA Institute, USA. Total experience of 9 years in funds management. Around 5 yrs in Fixed Income funds management and dealing. Previously he was associated UTI Asset Management Company Ltd. as Co - Fund Manager.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
ICICI Prudential Blended Plan B - Option I Growth0773.84 CR0.42
Mirae Asset Balanced Advantage Fund Growth32128.89 CR2.26
Franklin India Balanced Advantage Fund Growth22819 CR2.11
SBI Balanced Advantage Fund Growth441512.85 CR1.68
Fund Name1Y3Y
This FundICICI Prudential Blended Plan B - Option I Growth10.63533.278
This FundMirae Asset Balanced Advantage Fund Growth3.072433.8121
This FundFranklin India Balanced Advantage Fund Growth0.386534.7027
This FundSBI Balanced Advantage Fund Growth2.71335.8214

SBI Balanced Advantage Fund Growth FAQs

SBI Balanced Advantage Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of SBI Balanced Advantage Fund Growth is 1.68. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI Balanced Advantage Fund Growth’s fund performance is as follows:
  • 1 Month : 2.87%
  • 6 Months : 0.33%
  • 1 Year : 2.71%
  • 3 Years : 10.74%
Returns of SBI Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 15.9688 as on Jul 13,2026. Since inception, the return has been 35.82%.

You can invest in SBI Balanced Advantage Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of SBI Balanced Advantage Fund Growth is ₹41,513 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI Balanced Advantage Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.