SBI Balanced Advantage Fund does not yet have a 5-year performance history.
The average return for Dynamic Asset Allocation funds is 51.19% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 6.45% | 1.03% |
| 2 Year Return | 28.14% | 10.99% |
| 3 Year Return | 50.65% | 29.11% |
| 4 Year Return | N/A | 41.83% |
| 5 Year Return | N/A | 51.19% |
| 6 Year Return | N/A | 76.99% |
| 7 Year Return | N/A | 95.33% |
| Expense Ratio | 1.28% | - |
AMC: SBI
Category: Hybrid • Dynamic Asset Allocation
Launch Date: 12 Aug 2021
Fund Manager: Mr. Rajeev Radhakrishnan
Minimum Purchase: ₹5,000
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 allotment NIL - 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.
Lock-in: 0
Risk: Moderate Risk
SBI Balanced Advantage Fund is managed by SBI and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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