Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
SBI Balanced Advantage (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
Cash Offset For Derivatives
22.9%
HDFC Bank Ltd
6.0%
Reliance Industries Ltd
4.5%
Bharti Airtel Ltd
3.3%
GAIL (India) Ltd
2.7%
Axis Bank Ltd
2.6%
National Highways Infra Trust Units
2.5%
7.18% Govt Stock 2033
2.4%
7.32% Govt Stock 2030
2.2%
HCL Technologies Ltd
2.1%
Top industry exposure
Financial Services
17.1%
Energy
8.4%
Utilities
7.1%
Technology
6.5%
Industrials
5.8%
Other information
Minimum SIP
₹250
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
14%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To provide long term capital appreciation / income from a dynamic mix of equity and debt investments. However, there can be no assurance that the investment objective of the Scheme will be realized