FAQ : SBI Balanced Advantage Fund - Regular Plan - Growth

SBI Balanced Advantage Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 7.81 13.63 N/A N/A
Average Rolling Returns(%) 15.98 13.11 N/A N/A

The Current NAV of SBI Balanced Advantage Fund - Regular Plan - Growth is ₹15.22.

It is better to invest in a fund with a longer track record as SBI Balanced Advantage Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.

SBI Balanced Advantage Fund - Regular Plan - Growth fund’s expense ratio is 1.57%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of SBI Balanced Advantage Fund - Regular Plan - Growth is currently ₹34,895 Crores.

The Top three stocks are Reliance Industries, HDFC Bank and GAIL India and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 29% of fund’s portfolio respectively.

Top three sectors of SBI Balanced Advantage Fund - Regular Plan - Growth fund are Others, BFSI and Oil & Gas accounting for 61% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green 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 - Regular Plan - Growth Fund is Hybrid - Balanced Advantage.

Dinesh Balachandran and Anup Upadhyay manage the SBI Balanced Advantage Fund - Regular Plan - Growth Fund.

SBI Balanced Advantage Fund - Regular Plan - Growth current PE ratio is 27.03 and PB ratio is 4.43

The asset allocation of SBI Balanced Advantage Fund - Regular Plan - Growth is Stocks : 67.96%, Debt : 28.81% and Gold : 3.20%

The minimum SIP amount for SBI Balanced Advantage Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00

The exit load for SBI Balanced Advantage Fund - Regular Plan - Growth is Nil upto 10% of units and 1% for remaining units on or before 1 year, Nil after 1 year

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