Get access to more insightful information
By signing up to Upstox today
SBI Balanced Advantage Fund Direct growth
Hybrid • Dynamic • Direct growth
Average credit rating
A
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Dynamic
Direct growth
Launched On
31 Aug 2021
3.5 years ago
Lock-in Period
No lock-in
NAV
as of 20 Feb 2025
₹14.94
+0.1643% (0.10)
AUM
₹33,309 Cr
Expense ratio
0.69%
Benchmark
Nifty 50 Hybrid Composite Debt 50:50
Fund Plan
Tax info and exit load
Taxes
Units held less than 3Y
As per tax slab
Units held more than 3Y
20%
Exit Load
If units sold before 1Y
1%
If units sold after 1Y
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Energy
Technology
Industrials
Consumer Cyclical
Fund House
SBI
Inc: 01 Jan 1991 • Total AUM: ₹7,11,914 Cr • Rank #1SBI Mutual Fund, started in 1987, has State Bank of India as its sponsors. The fund house is headed by Shamsher Singh as the CEO. As of 31 March 2024, it has an AUM of ₹9,64,182 Cr. It functions under the holding company AMUNDI Asset Management.
Fund Managers
Mansi Sajeja
Experience: 3.71 yrs • Total AUM: 12,07,320 Cr
Dinesh Balachandran
Experience: 8.44 yrs • Total AUM: 8,46,723 Cr
Anup Upadhyay
Experience: 6.59 yrs • Total AUM: 3,30,519 Cr
Pradeep Kesavan
Experience: 1.21 yrs • Total AUM: 42,11,800 Cr
Risk
Category risk
High
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
Tata Balanced Advantage Fund
Hybrid • Dynamic • Direct Growth3Y CAGR
11.49%
Expense ratio
0.43%
Returns vs category
Risk vs category
Edelweiss Balanced Advantage Fund
Hybrid • Dynamic • Direct Growth3Y CAGR
11.27%
Expense ratio
0.52%
Returns vs category
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.