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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(%) | 13.99 | N/A | N/A | N/A |
Average Rolling Returns(%) | 10.10 | N/A | N/A | N/A |
The Current NAV of SBI Balanced Advantage Fund - Regular Plan - Growth is ₹12.38.
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 1.63%
The process for redemption is
The AUM of SBI Balanced Advantage Fund - Regular Plan - Growth is currently ₹24,344 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and Axis Bank and account for 15% of its portfolio. Top 5 and 10 stocks of fund account for 20% and 31% 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 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 - Regular Plan - Growth Fund is Hybrid - Balanced Advantage.
Dinesh Ahuja and Dinesh Balachandran manage the SBI Balanced Advantage Fund - Regular Plan - Growth Fund.
SBI Balanced Advantage Fund - Regular Plan - Growth current PE ratio is 27.97 and PB ratio is 3.87
The asset allocation of SBI Balanced Advantage Fund - Regular Plan - Growth is Stocks : 66.53%, Debt : 30.38% and Gold : 3.05%
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