SBI Balanced Advantage Fund - Regular Plan - Growth

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Dynamic Asset Allocation NAV 10.0565 0.96 20 May, 2022
SBI Balanced Advantage Fund - Regular Plan - Growth was previously known as

Fund Details

Category Dynamic Asset Allocation
Fund Type Open Ended
Investment Plan Growth
Launch Date 31 August, 2021
Benchmark CRISIL Hybrid 50+50 Moderate TRI
Asset Size(Cr) 24019.66 (As on 31-03-2022)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 1.61% (As on 31-03-2022)
Fund Manager Dinesh Ahuja,Dinesh Balachandran,Mohit Jain

Investment Returns (As on 20 May, 2022)

Duration Returns Benchmark Category
1 W 1.07% -0.57% -0.49%
1 M -2.6% -0.65% 0.55%
3 M -0.99% -0.23% 0.05%
6 M -1.78% -6.15% -2.04%
1 Y - 17.63% 9.48%
2 Y - 36.94% 18.64%
3 Y - 14.5% 9.92%
5 Y - 14.17% 8.11%

Risk Mesasures (As on 20 May, 2022)

Std Dev Sharpe Beta Alpha
Fund
Benchmark 0 0 0 0
Returns Compare with Others
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Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
SBI Balanced Advantage Fund - Regular Plan - Growth 0% 0% 0%

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