Sbi balanced advantage fund growth

SBI Balanced Advantage Fund Regular - Growth Fund Key Highlights 1. Current NAV: The Current Net Asset Value of the SBI Balanced Advantage Fund - Regular Plan as of Jun 16, 2023 is Rs 11.56 for Growth option of its Regular plan. 2. Returns: Its trailing returns over different time periods are: 17.89% (1yr) and 8.44% (since launch). Whereas, Category returns for the same time duration are: 16.11% (1yr), 14.48% (3yr) and 8.71% (5yr). 3. Fund Size: The SBI Balanced Advantage Fund - Regular Plan currently holds Assets under Management worth of Rs 22094.41 crore as on May 31, 2023. 4. Expense ratio: The expense ratio of the fund is 1.67% for Regular plan as on May 31, 2023. 5. Exit Load: SBI Balanced Advantage Fund - Regular Plan shall attract an Exit Load, "For units in excess of 10% of the investment,1% will be charged for redemption within 1 year." 6. Minimum Investment: Minimum investment required is Rs 5000 and minimum additional investment is Rs 1000. Minimum SIP investment is Rs 500. SBI Balanced Advantage Fund Regular - Growth Fund Details Investment Objective - The scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments. Fund House SBI Mutual Fund Launch Date Aug 31, 2021 Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index Return Since Launch 8.44% Riskometer High Type Open-ended Risk Grade - Return Grade - SBI Balanced Advantage Fund Regular - Growth Investment Details Minimum Investment (Rs.) 5,000.00 Minimum...

Menu • Credit Cards • Personal Loan • Other Loans • Home Loan • Business Loan • Personal Loan Balance Transfer • Home Loan Balance Transfer • Loan Against Property • Resources • EMI Calculator • Personal Loan EMI Calculator • Home Loan EMI Calculator • Business Loan EMI Calculator • All About • Aadhar Card • PAN Card • Public Provident Fund • Employees Provident Fund • Post Office Schemes • Others • Check CIBIL Score FREE • IFSC Code • Banking • GST Calculator What are Dynamic Asset Allocation or Balanced Advantage Funds? Dynamic Asset Allocation or Balanced Advantage Funds are hybrid funds, which are free to manage their exposure to equity and debt instruments without any caps or minimum exposure limits from the SEBI. These funds change their exposure to equity and debt instruments as per the changing equity valuations with the help of their in-house proprietary models. These models help their funds to eliminate human biases during investment decision making. They also maintain exposure to equity derivatives to implement hedging strategies and benefit from equity tax treatment during overvalued equity market conditions. Why invest in Dynamic Asset Allocation or Balanced Advantage Funds? • Aims to deliver long-term returns closer to equity funds but with significant lower volatility • Combines the features of potential capital appreciation, capital preservation and volatility control • Aims to generate capital gains primarily through dynamic management of equity allocation...

SBI Balanced Advantage Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Dinesh Ahuja is the Current Fund Manager of SBI Balanced Advantage Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹7,72,160 Cr and the Latest NAV as of 16 Jun 2023 is ₹11.79. The SBI Balanced Advantage Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. For units in excess of 10% of the investment,1% will be charged for redemption within 1 year. ;

SBI Balanced Advantage Fund Regular - Growth is a Dynamic Asset Allocation mutual fund scheme from • • SBI Balanced Advantage Fund Regular - Growth returns of last 1-year are 17.89%. Since launch, it has delivered 8.44% average annual returns. • • The fund's equity portion is primarily invested in Financial, Energy, Construction, Automobile, Technology sectors. It has taken less exposure in Financial, Energy sectors compared to other funds in the category. • The debt portion of the fund has low credit quality indicating the quality of borrowers it has lent it to is not too great. • The fund's top 5 holdings are in GOI, ICICI Bank Ltd., National Highways Infra Trust, Axis Bank Ltd., Housing Development Finance Corporation Ltd.. ..... • ICICI Bank Ltd. 6.18% • HDFC Bank Ltd. 3.35% • National Highways Infra Trust 3.33% • Axis Bank Ltd. 3.01% • Housing Development Finance Corporation Ltd. 2.94% • GAIL (India) Ltd. 2.53% • Larsen & Toubro Ltd. 2.46% • Reliance Industries Ltd. 2.28% • Tata Motors Ltd. 2.26% • State Bank of India 2.23% • Tech Mahindra Ltd. 2.23% • Bharti Airtel Ltd. 2.18% • Indian Oil Corpn. Ltd. 1.79% • Mahindra & Mahindra Ltd. 1.6% • NHPC Ltd. 1.58% • Tata Steel Ltd. 1.55% • DLF Ltd. 1.47% • Ashok Leyland Ltd. 1.21% • Tata Consultancy Services Ltd. 1.19% • Cummins India Ltd. 1.09% • CESC Ltd. 1.07% • HDFC Asset Management Company Ltd. 1.05% • Torrent Power Ltd. 1.04% • HCL Technologies Ltd. 0.99% • ITC Ltd. 0.97% • Kotak Mahindra Bank Ltd. 0.96% • Sona BLW Prec...

Investment Objective The scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments. • Category Hybrid : Dynamic Asset Allocation • Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index • Asset Under Management ₹22,094.41 Cr • Expense Ratio 0.75% • Fund Manager Dinesh Ahuja

Menu • Credit Cards • Personal Loan • Other Loans • Home Loan • Business Loan • Personal Loan Balance Transfer • Home Loan Balance Transfer • Loan Against Property • Resources • EMI Calculator • Personal Loan EMI Calculator • Home Loan EMI Calculator • Business Loan EMI Calculator • All About • Aadhar Card • PAN Card • Public Provident Fund • Employees Provident Fund • Post Office Schemes • Others • Check CIBIL Score FREE • IFSC Code • Banking • GST Calculator What are Dynamic Asset Allocation or Balanced Advantage Funds? Dynamic Asset Allocation or Balanced Advantage Funds are hybrid funds, which are free to manage their exposure to equity and debt instruments without any caps or minimum exposure limits from the SEBI. These funds change their exposure to equity and debt instruments as per the changing equity valuations with the help of their in-house proprietary models. These models help their funds to eliminate human biases during investment decision making. They also maintain exposure to equity derivatives to implement hedging strategies and benefit from equity tax treatment during overvalued equity market conditions. Why invest in Dynamic Asset Allocation or Balanced Advantage Funds? • Aims to deliver long-term returns closer to equity funds but with significant lower volatility • Combines the features of potential capital appreciation, capital preservation and volatility control • Aims to generate capital gains primarily through dynamic management of equity allocation...

SBI Balanced Advantage Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Dinesh Ahuja is the Current Fund Manager of SBI Balanced Advantage Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹7,72,160 Cr and the Latest NAV as of 16 Jun 2023 is ₹11.79. The SBI Balanced Advantage Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. For units in excess of 10% of the investment,1% will be charged for redemption within 1 year. ;

SBI Balanced Advantage Fund Regular - Growth Fund Key Highlights 1. Current NAV: The Current Net Asset Value of the SBI Balanced Advantage Fund - Regular Plan as of Jun 16, 2023 is Rs 11.56 for Growth option of its Regular plan. 2. Returns: Its trailing returns over different time periods are: 17.89% (1yr) and 8.44% (since launch). Whereas, Category returns for the same time duration are: 16.11% (1yr), 14.48% (3yr) and 8.71% (5yr). 3. Fund Size: The SBI Balanced Advantage Fund - Regular Plan currently holds Assets under Management worth of Rs 22094.41 crore as on May 31, 2023. 4. Expense ratio: The expense ratio of the fund is 1.67% for Regular plan as on May 31, 2023. 5. Exit Load: SBI Balanced Advantage Fund - Regular Plan shall attract an Exit Load, "For units in excess of 10% of the investment,1% will be charged for redemption within 1 year." 6. Minimum Investment: Minimum investment required is Rs 5000 and minimum additional investment is Rs 1000. Minimum SIP investment is Rs 500. SBI Balanced Advantage Fund Regular - Growth Fund Details Investment Objective - The scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments. Fund House SBI Mutual Fund Launch Date Aug 31, 2021 Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index Return Since Launch 8.44% Riskometer High Type Open-ended Risk Grade - Return Grade - SBI Balanced Advantage Fund Regular - Growth Investment Details Minimum Investment (Rs.) 5,000.00 Minimum...

SBI Balanced Advantage Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Dinesh Ahuja is the Current Fund Manager of SBI Balanced Advantage Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹7,72,160 Cr and the Latest NAV as of 16 Jun 2023 is ₹11.79. The SBI Balanced Advantage Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. For units in excess of 10% of the investment,1% will be charged for redemption within 1 year. ;

Investment Objective The scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments. • Category Hybrid : Dynamic Asset Allocation • Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index • Asset Under Management ₹22,094.41 Cr • Expense Ratio 0.75% • Fund Manager Dinesh Ahuja