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
₹41,803 Cr
N/A
1.67
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 | -3.28 | -1.26 | 1.08 |
| 6M | 1.17 | 3.12 | 13.49 |
| 1Y | -0.43 | 3.79 | 25.12 |
| 3Y | 8.00 | 12.74 | 40.98 |
Portfolio Analysis
- Equity: 67.21%
- Debt: 30.62%
- 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 ₹41,803 Crore. The fund benchmarks its performance against the CRISIL Hybrid 50 + 50 - Moderate Index while maintaining an expense ratio of 1.67. 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 |
|---|---|---|---|
| Kotak Balanced Advantage Fund Growth | 4 | 17,373 CR | 1.89 |
| Bandhan Balanced Advantage Fund Growth | 2 | 2,285 CR | 2.32 |
| SBI Balanced Advantage Fund Growth | 4 | 41,802 CR | 1.67 |
| Quant Dynamic Asset Allocation Fund Growth | 0 | 852 CR | 3.02 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundKotak Balanced Advantage Fund Growth | -0.7463 | 24.2839 |
| This FundBandhan Balanced Advantage Fund Growth | 1.9467 | 25.3927 |
| This FundSBI Balanced Advantage Fund Growth | -0.4322 | 25.978 |
| This FundQuant Dynamic Asset Allocation Fund Growth | -3.5535 | 34.8948 |
SBI Balanced Advantage Fund Growth FAQs
- 1 Month : -3.28%
- 6 Months : 1.17%
- 1 Year : -0.43%
- 3 Years : 8.00%
