Invest in the best stock opportunities right now and every-time.
Start Systematic Stock Investing ...in less than a minute.
SBI Balanced Advantage Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 27.4 | N/A | N/A | N/A |
| Average Rolling Returns(%) | 14.55 | N/A | N/A | N/A |
The Current NAV of SBI Balanced Advantage Fund - Growth - Direct Plan is ₹14.31.
It is better to invest in a fund with a longer track record as SBI Balanced Advantage Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.
SBI Balanced Advantage Fund - Growth - Direct Plan fund’s expense ratio is 0.71%
The process for redemption is
The AUM of SBI Balanced Advantage Fund - Growth - Direct Plan is currently ₹28,823 Crores.
The Top three stocks are ICICI Bank, HDFC Bank and GAIL India and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 31% of fund’s portfolio respectively.
Top three sectors of SBI Balanced Advantage Fund - Growth - Direct Plan fund are Others, BFSI and Oil & Gas accounting for 62% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Hybrid - Balanced Advantage it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of SBI Balanced Advantage Fund - Growth - Direct Plan Fund is Hybrid - Balanced Advantage.
Dinesh Ahuja and Dinesh Balachandran manage the SBI Balanced Advantage Fund - Growth - Direct Plan Fund.
SBI Balanced Advantage Fund - Growth - Direct Plan current PE ratio is 32.20 and PB ratio is 4.56
The asset allocation of SBI Balanced Advantage Fund - Growth - Direct Plan is Stocks : 66.87%, Debt : 29.25% and Gold : 3.84%
The minimum SIP amount for SBI Balanced Advantage Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for SBI Balanced Advantage Fund - Growth - Direct Plan is Nil upto 10% of units and 1% for remaining units on or before 1 year, Nil after 1 year
MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating and ranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in the various content made available from time to time. In case you need more please write to besafe@moneyworks4Me.com
MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:
Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. The ranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.
With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the number that appears in the Performance tag, ranks higher.
Here is the summary:
The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.
Buy quality Stocks when they are available at reasonable prices and supported by an upward price trend and Sell when they are Overvalued using the Decizen Rating System. Covers 3500+ stocks
Download APP
