SBI Balanced Advantage Fund - Regular Plan - Growth
Category: Hybrid: Dynamic Asset Allocation
Launch Date: 05-08-2021
AUM:
₹ 29,753.24 Cr
Expense Ratio
1.59%
Benchmark
NIFTY 50 Hybrid Composite debt 50:50 Index
ISIN
INF200KA1Y40
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Rajeev Radhakrishnan, Dinesh Balachandran, Mansi Sajeja, Pradeep Kesavan
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| SBI Balanced Advantage Fund - Regular Plan - Growth | 23.38 | - | - |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
13.8591
Last change
0.01 (0.0584%)
Fund Size (AUM)
₹ 29,753.24 Cr
Performance
12.72% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments.
Fund Manager
Rajeev Radhakrishnan, Dinesh Balachandran, Mansi Sajeja, Pradeep Kesavan
Riskometer
High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Others | 36.15 |
| 7.18% GOI 14/08/2033 | 6.38 |
| ICICI Bank Ltd. | 4.96 |
| HDFC Bank Ltd. | 4.84 |
| GAIL (India) Ltd. | 3.75 |
| Axis Bank Ltd. | 3.32 |
| Tata Motors Ltd. | 2.82 |
| Reliance Industries Ltd. | 2.73 |
| Bharti Airtel Ltd. | 2.72 |
| Tata Steel Ltd. | 2.52 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Others | 44.98 |
| Energy | 11.86 |
| Sovereign | 9.96 |
| Financial | 7.75 |
| N/A | 6.81 |
| Communication | 3.13 |
| Metals & Mining | 3.1 |
| Technology | 2.43 |
| Healthcare | 2.24 |
| Insurance | 2.12 |