SBI Balanced Advantage Fund(G)-Direct Plan
View the regular plan of this scheme
Rs 15.6064 0.0113(0.073 %) NAV as on 02 May 2025
Scheme Objective: The investment objective of the scheme is to provide long term capital appreciation / income from a dynamic mix of equity and debt investments. However, there can be no assurance that the investment objective of the Scheme will be realized.
Performance (As on 02 May 2025)
6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
---|---|---|---|---|---|
Scheme | 2.76 % | 8.60 % | 14.74 % | N/A | 12.89 % |
Portfolio
Balanced advantage funds invest in stocks, but hedge part of this exposure through derivatives. They also maintain a portion of their portfolio in debt instruments. These funds shift allocations to equity, derivatives and debt based on market movement and valuations. These funds offer lower-risk participation to equity and are less volatile than even aggressive hybrid funds.
These funds suit all investors, but especially conservative investors who wish for low-volatile equity exposure. These funds need to be held for a minimum of 1.5 years.