Return
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- 6M
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- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹250 & Lump. ₹5000
AUM (Fund size)
₹38,488 Cr
Lock In Period
N/A
Expense Ratio
1.55
Benchmark
CRISIL Hybrid 50 + 50 - Moderate Index
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.
Summary
Latest details for SBI Balanced Advantage Fund Growth include a ₹15.5956 NAV as of May 12,2026 and returns since inception of 40.37%. Minimum investments start at SIP ₹250. The SBI Balanced Advantage Fund Growth AUM is ₹38,488 Cr, with a lock-in of N/A years, expense ratio of 1.55%, and benchmark CRISIL Hybrid 50 + 50 - Moderate Index. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded 0.68% returns, against a category average of -0.25% and a category best of 126.76%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.68 | -0.25 | 126.76 |
| 6M | -0.55 | 1.24 | 126.76 |
| 1Y | 5.91 | 5.03 | 126.76 |
| 3Y | 11.97 | 12.43 | 126.76 |
Portfolio Analysis
- Equity: 66.56%
- Debt: 31.15%
- Others
As on: 2026-03-31
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About Fund
SBI Balanced Advantage Fund Growth managed by SBI Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹38,488 Crore. The fund benchmarks its performance against the CRISIL Hybrid 50 + 50 - Moderate Index while maintaining an expense ratio of 1.55. 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 |
|---|---|---|---|
| This FundSBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth | 0 | 1465.87 CR | 2.08 |
| This FundMirae Asset Balanced Advantage Fund Growth | 3 | 1939.85 CR | 2.05 |
| This FundFranklin India Balanced Advantage Fund Growth | 2 | 2788.55 CR | 1.96 |
| This FundWhiteOak Capital Balanced Advantage Fund Growth | 0 | 2152.37 CR | 2.06 |
| This FundSBI Balanced Advantage Fund Growth | 4 | 38487.87 CR | 1.55 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth | 5.4167 | 35.6296 |
| This FundMirae Asset Balanced Advantage Fund Growth | 6.101 | 36.9719 |
| This FundFranklin India Balanced Advantage Fund Growth | 1.7802 | 37.4836 |
| This FundWhiteOak Capital Balanced Advantage Fund Growth | 3.5878 | 38.5178 |
| This FundSBI Balanced Advantage Fund Growth | 5.9127 | 40.3715 |
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 1.55. 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 : 0.68%
- 6 Months : -0.55%
- 1 Year : 5.91%
- 3 Years : 11.97%
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 ₹38,488 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.
Min Inv Amount: ₹500