SBI Balanced Advantage Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
- Hybrid
- Dynamic Asset Allocation
- Status: Open
Historical NAV & Returns
Calculate Your Returns
SBI Balanced Advantage Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
Growth Calculator
SIP Amount
Investment Duration
Step-up
Stop comparing, start growing. Get expert-made portfolios ready for you.
Fund Overview
₹36,673.43 Cr.
₹500
₹5000
INF200KA1Y65
1.57%
No Lock-in
Trailing Returns
View full Return AnalysisAs of September 16, 2025
Risk Analysis
View full Risk Analysis
Suitable for balanced investments and investors with moderately high risk tolerance.
About This Fund
More InformationSBI Balanced Advantage Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) is a scheme launched by SBI Mutual Fund on August 31, 2021, and falls under the Dynamic Asset Allocation fund category. It currently manages an AUM of Rs 36,673.43 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 1.57% for managing the portfolio.
Investing Strategy:
The investment objective of the scheme is to provide long term capital appreciation / income from a dynamic mix of equity and debt investments.
Performance:
SBI Balanced Advantage Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) trailing returns over different times are 3.67% (1 year), 13.58% (3 year) and 0% (5 year). The average annual return of this fund stands at 5.22%.
SIP Amount
Monthly SIP Date
SBI Balanced Advantage Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
+10k investors used our Suitability Test to get better returns
Frequently Asked Questions
Everything You Need To Know To Get Started With Confidence
_(1).webp&w=3840&q=75)
.webp&w=3840&q=75)