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SBI Balanced Hybrid Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

SBI Balanced Hybrid Fund Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

₹0 Cr

Lock In Period

N/A

Expense Ratio

N/A

Exit Load

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

Benchmark

Nifty50 Hybrid Composite Debt 50:50 Index

SBI Balanced Hybrid Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.000.36126.76
6M0.002.71126.76
1Y0.005.49126.76
3Y0.0014.78126.76

Portfolio Analysis

  • Equity:
  • Debt:
  • Others
As on:
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About Fund SBI Balanced Hybrid Fund Growth

SBI Balanced Hybrid Fund Growth managed by SBI Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹0 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 50:50 Index while maintaining an expense ratio of . 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
WhiteOak Capital Arbitrage Fund Growth01,595 CR3.42
Bajaj Finserv Arbitrage Fund Growth01,208 CR2.04
Fund Name1Y3Y
This FundWhiteOak Capital Arbitrage Fund Growth6.29480
This FundBajaj Finserv Arbitrage Fund Growth5.87710

SBI Balanced Hybrid Fund Growth FAQs

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

SBI Balanced Hybrid Fund Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of SBI Balanced Hybrid Fund Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in SBI Balanced Hybrid 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 Hybrid Fund Growth is ₹0 crore. It changes based on market performance, inflows, and outflows.

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