SBI Balanced Advantage Fund Regular Growth
- Hybrid
- Dynamic Asset Allocation
- Status: Open
Historical NAV & Returns
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SBI Balanced Advantage Fund Regular Growth
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Fund Overview
₹36,673.43 Cr.
₹500
₹5000
INF200KA1Y40
1.57%
No Lock-in
Trailing Returns
View full Return AnalysisAs of September 12, 2025
Risk Analysis
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Suitable for balanced investments and investors with moderately high risk tolerance.
About This Fund
More InformationSBI Balanced Advantage Fund Regular Growth 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 Growth trailing returns over different times are 3.26% (1 year), 13.02% (3 year) and 0% (5 year). The average annual return of this fund stands at 4.68%.
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SBI Balanced Advantage Fund Regular Growth
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