Compare Mutual Funds
SBI Balanced Advantage Fund
Select a Mutual Fund
Risk
Very High
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Rating
4.0
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Min SIP Amount
₹250
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Expense Ratio
1.68
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NAV
₹16.54
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Fund Started
12 Aug 2021
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Fund Size
₹41512.85 Cr
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Exit Load
For units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
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1 Year
2.38%
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3 Year
9.79%
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5 Year
-
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Equity
54.72%
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Cash
20.35%
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Top 10 Holdings
Reliance Industries Ltd. | 4.56% |
HDFC Bank Ltd. | 4.05% |
ICICI Bank Ltd. | 3.63% |
Larsen & Toubro Ltd. | 2.65% |
GAIL (India) Ltd. | 2.52% |
Axis Bank Ltd. | 1.93% |
Tata Motors Passenger Vehicles Ltd. | 1.91% |
Tech Mahindra Ltd. | 1.86% |
Tata Steel Ltd. | 1.83% |
Punjab National Bank | 1.72% |
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Name
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Start Date
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Description
The scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments.
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Launch Date
12 Aug 2021
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