SBI Balanced Advantage Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
SBI Balanced Advantage Fund Growth Fund Overview
SIP ₹250 & Lump. ₹5000
₹42,244 Cr
N/A
1.68
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.
CRISIL Hybrid 50 + 50 - Moderate Index
SBI Balanced Advantage Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.29 | 0.64 | 5.76 |
| 6M | -0.90 | 2.88 | 13.26 |
| 1Y | 3.56 | 5.47 | 25.12 |
| 3Y | 10.16 | 14.77 | 53.69 |
Portfolio Analysis
- Equity: 70.29%
- Debt: 27.56%
- Others
About Fund SBI Balanced Advantage Fund Growth
SBI Balanced Advantage Fund Growth managed by SBI Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹42,244 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Franklin India Balanced Advantage Fund Growth | 2 | 2,834 CR | 2.16 |
| Mirae Asset Balanced Advantage Fund Growth | 3 | 2,166 CR | 2.28 |
| SBI Balanced Advantage Fund Growth | 4 | 42,244 CR | 1.68 |
| HDFC Balanced Advantage Fund - Growth | 4 | 107,765 CR | 1.29 |
| Quant Dynamic Asset Allocation Fund Growth | 0 | 880 CR | 3.01 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundFranklin India Balanced Advantage Fund Growth | 1.4235 | 32.5958 |
| This FundMirae Asset Balanced Advantage Fund Growth | 4.7201 | 32.6034 |
| This FundSBI Balanced Advantage Fund Growth | 3.5563 | 33.6982 |
| This FundHDFC Balanced Advantage Fund - Growth | 1.8178 | 43.2886 |
| This FundQuant Dynamic Asset Allocation Fund Growth | -1.3185 | 47.037 |
SBI Balanced Advantage Fund Growth FAQs
- 1 Month : -0.29%
- 6 Months : -0.90%
- 1 Year : 3.56%
- 3 Years : 10.16%
