SBI Balanced Advantage Fund(G)-Direct Plan

View the regular plan of this scheme

Rs 15.8856   0.0301(0.19 %) NAV as on 29 May 2025
Prime Rating: 5 
Prime Recommendation: Upgrade to see

Fund type:
Hybrid
AUM (in crores):
₹ 34,894.57
Fund category:
Balanced Advantage
Fund manager(s):
Dinesh Balachandran, Anup Upadhyay, Rajeev Radhakrishnan, Mansi Sajeja
Benchmark:
NIFTY 50 Hybrid Composite Debt 50:50 Index
Minimum investment:
₹ 5000
Launch date:
31 Aug 2021
Min. additional investment:
₹ 1000
Expense ratio:
0.71 %
Exit load:
Nil upto 10% of units and 1% for remaining units on or before 1Y, Nil after 1Y

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 29 May 2025)

Performance data is not available for this scheme.