SBI Balanced Advantage Growth Direct Plan
SIP amount
Min. ₹250
Lumpsum amount
Min. ₹5,000

SBI Balanced Advantage Growth Direct Plan

NAV
₹15.0198
-1.13%
(4 Apr)
AUM
32,530 Cr
TER
0.81%
Risk
High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+11.8%
+8.6%
+7.7%
+7.2%
+6.5%
+3.9%
3Y
+13.7%
+12.8%
+19.9%
+13.3%
+12.8%
+10.2%
5Y
+16.5%
+18.5%
+28.5%
NA
+20.5%
+16.4%
ALL
+11.0%
+12.4%
+15.7%
+12.3%
+15.1%
+13.9%
VOL
8.3%
11.5%
13.8%
5.8%
10.9%
-
TER
0.8%
0.6%
0.8%
0.8%
0.8%
-
AUM
₹2,625 Cr
₹8,431 Cr
₹90,375 Cr
₹32,530 Cr
₹3,833 Cr
-
INFO
1.32
1.08
1.14
2.11
1.39
-
Past performance
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
Fund manager(s)
Anup Upadhyay
Dinesh Balachandran
Mansi Sajeja

FAQs