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SBI Balanced Advantage Fund Regular Growth
- Hybrid
- Dynamic Asset Allocation
- Moderately High
-
₹14.88
(-0.49%)
Current NAV 09-05-2025
-
7.8%
Returns
-
Min. SIP ₹500
Min. Investment ₹5000
Fund Suitability Test
Returns (NAV as on 09-May-2025)
Track investment returns to meet financial goals.
| This Fund | Category Avg. | Benchmark | |
|---|---|---|---|
| 1W | -1.1% | -0.86% | 0.48% |
| 1M | 3.78% | 4.02% | -0.89% |
| 3M | 1.91% | 0.62% | -3.19% |
| 6M | 0.99% | -1.3% | -3.77% |
| 1Y | 7.8% | 6.98% | 5.5% |
| 2Y | 15.21% | 14.29% | 12.28% |
| 3Y | 13.98% | 12.25% | 9.65% |
| 5Y | 0% | 14.37% | 12.81% |
| ALL | 11.38% | 9.73% | 11.41% |
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Risk Analysis
| Standard Dev | Sharpe | Beta | Alpha | |
|---|---|---|---|---|
| Fund | 6.13% | 0.99% | 0% | 0% |
| Category | 8.02% | 0.61% | 0.61% | 0.61% |
Riskometer
Investors understand that their principal will be at Moderately High risk
Comparison Of SBI Balanced Advantage Fund Regular Growth
Compare your fund with the top category schemes.
SBI Balanced Advantage Fund Regular Growth
3Y Returns13.98% (p.a.)
HDFC Balanced Advantage Fund - Growth Plan
3Y Returns20.51% (p.a.)
SBI Balanced Advantage Fund Regular Growth
3Y Returns13.98% (p.a.)
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns10.5% (p.a.)
SBI Balanced Advantage Fund Regular Growth
3Y Returns13.98% (p.a.)
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns8.15% (p.a.)
SBI Balanced Advantage Fund Regular Growth
3Y Returns13.98% (p.a.)
HSBC Balanced Advantage Fund - Regular Growth
3Y Returns11.81% (p.a.)
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Start SIPPortfolio Summary (as on 31-Jan-2025)
An insight into your portfolio composition.
Equity44.99% Debt28.39% Others26.63%
Equity Market Cap
Top 5 Sectors of Equity
Financial Services 16%
Energy 9%
Utilities 8%
Technology 7%
Industrials 6%
Top 5 Companies of Equity
HDFC Bank Ltd 5%
Reliance Industries Ltd 5%
Bharti Airtel Ltd 3%
GAIL (India) Ltd 3%
National Highways Infra Trust Units 2%
Debt Market Cap
Top 5 Sectors of Debt
28%
Top 5 Companies of Debt
7.18% Govt Stock 2033 4%
7.32% Govt Stock 2030 2%
Cholamandalam Investment And Fin. Co. Ltd 2%
Brookfield India Real Estate Trust 2%
7.18% Govt Stock 2037 2%
Others Market Cap
Top 5 Sectors of Others
27%
Top 5 Companies of Others
Cash Offset For Derivatives 25%
Treps 2%
Net Receivable / Payable 0%
Margin Amount For Derivative Positions 0%
Punjab National Bank 0%
Check out the favourite sectors and companies of this fund
Detail Portfolio AnalysisAlternative Fund Category Peer View
Check out the other Mutual Funds in this category
More Funds From SBI Mutual Fund
| Scheme Name | 1M | 3M | 6M | 1Y | 5Y | |
|---|---|---|---|---|---|---|
| SBI Gold Fund Regular Plan - Growth | 8.36% | 13.3% | 24.61% | 33.84% | 14.25% | |
| SBI Healthcare Opportunities Fund - Regular Plan -Growth | 4.78% | -3.24% | -3.18% | 21.51% | 24.34% | |
| SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth | 3.85% | -2.24% | -1.61% | 17.27% | 0% | |
| SBI Technology Opportunities Fund Regular Growth | 7.97% | -9.97% | -7.11% | 17.15% | 26.69% | |
| SBI Banking & Financial Services Fund - Regular Plan - Growth | 5.66% | 5.1% | 2.91% | 16.72% | 23.92% | |
| SBI Multicap Fund- Regular Plan- Growth Option | 5.29% | 1.1% | -0.36% | 16.04% | 0% | |
| SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | 1.8% | 1.88% | 1.07% | 13.6% | 14.77% |
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Chat with usFrequently Asked Questions
What is the current NAV of SBI Balanced Advantage Fund Regular Growth?
Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of SBI Balanced Advantage Fund Regular Growth as of 09-05-2025 is 14.8833.
What is the benchmark of SBI Balanced Advantage Fund Regular Growth?
SBI performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.
Is SBI Balanced Advantage Fund Regular Growth a safe fund to invest?
Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.
What are the top 5 holdings of SBI Balanced Advantage Fund Regular Growth?
The fund's top 5 sectors holdings are Financial Services, Energy, Utilities, Technology, Industrials, ,
How can I redeem my investments in SBI Balanced Advantage Fund Regular Growth?
Redeeming your investments in SBI Balanced Advantage Fund Regular Growth is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.
Who manages this fund, and what is their expertise?
Rajeev Radhakrishnan, Dinesh Balachandran, Mansi Sajeja, Pradeep Kesavan, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.
What is the expense ratio of SBI Balanced Advantage Fund Regular Growth?
The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.
What is the AUM or size of SBI Balanced Advantage Fund Regular Growth?
AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of SBI Balanced Advantage Fund Regular Growth is Rs 33308.58 Crs. Crs.
Should I invest in SBI Balanced Advantage Fund Regular Growth?
This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.
How to start online SIP in SBI Balanced Advantage Fund Regular Growths?
MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.
Is there any brokerage/advisory fees on Mutual Fund SIP transactions?
At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.
