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HYBRID•DYNAMIC ASSET ALLOCATION OR BALANCED ADVANTAGE

SBI Balanced Advantage Fund

3 Year return

14.81%
NAV on December 12, 2025
16.6234
1D Returns
+0.04%
Launched on August 2021(4 years)

Investment Details

₹250
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
26.5%₹954
Total Value ₹4,554

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹39,337.41 Cr.
Expense Ratio
0.71% (inclusive of GST)
Exit Load
Nil - If units purchased or switched in from another scheme of the Fund are redeemed or switched out upto 10% of the units (the limit) purchased or switched on or before 1 year from the date o allotment. 1% - If units purchased or switched in from another scheme of the Fund are redeemed or switched out in excess of the limit on or before 1 year from the date of allotment Nil - If units purchasd or switched in from anoter scheme of the Fund are redeemed or switched out after 1 year from the date of allotment

Ratings

ARQ Rating
0

Ratings by other agencies

Value Research
0
Crisil
0
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

SBI Mutual Fund Manager

AU

Anup Upadhyay

Fund Manager since Dec 2024

DB

Dinesh Balachandran

Fund Manager since Oct 2021

MS

Mansi Sajeja

Fund Manager since Dec 2023

PK

Pradeep Kesavan

Fund Manager since Dec 2024

RR

Rajeev Radhakrishnan

Fund Manager since Dec 2023

Fund House Details

SBI Mutual Fund

SBI Mutual Fund

Asset management company

AUM
₹12,07,585.39 Cr.
No. of Schemes
252
Setup Date
June 1987

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
HDFC Balanced Advantage Fund17.9117%
4
Baroda BNP Paribas Balanced Advantage Fund14.5861%
3
ICICI Prudential Balanced Advantage Fund13.9677%
5

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

About SBI Balanced Advantage Fund Direct Plan Growth

The SBI Balanced Advantage Fund Direct Plan Growth is an open-ended Hybrid Mutual Fund Scheme introduced by SBI Mutual Fund. This hybrid fund dynamically allocates its assets between long equities, including arbitrage, and debt securities based on prevailing market conditions. The fund's stock holdings are primarily distributed among industries such as banking, power, construction, computer, and transportation. Notably, it has reduced exposure to the relatively volatile financial and energy industries compared to other funds in its category.

Investment Objective of the Scheme

The investment objective of SBI Balanced Advantage Fund Direct Plan Growth is to achieve long-term capital appreciation and income by dynamically managing a mix of equity and debt investments. In a volatile equities market, the fund aims to maximize potential returns while minimizing losses.

Key Features of The Fund

5-year return
0%
Expense Ratio
0.71%
Fund Manager
Anup Upadhyay
Fund Size
₹39337.41 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

The SBI Balanced Advantage Fund Direct Plan Growth could be a suitable investment option for conservative investors seeking long-term capital gains at an acceptable level of risk. This dynamic fund offers an appropriate asset mix of both equity and debt components. To make the most of this investment, it's important to have a minimum investment horizon of at least 3 years and a relatively strong risk appetite. As with any investment decision, individuals should carefully assess their risk tolerance and financial goals to determine if the SBI Balanced Advantage Fund Direct Plan Growth aligns with their unique investment preferences and circumstances.

AMC Contact Details

NameSBI Mutual Fund
Launch DateJune 1987
Address9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051
Contact1800 209 33331800 425 5425
Emailcustomer.delight@sbimf.com
Websitehttps://www.sbimf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI Balanced Advantage Fund on December 12, 2025, is ₹16.6234
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of SBI Balanced Advantage Fund, is ₹39337.41 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of SBI Balanced Advantage Fund is 0.71%
The SBI Balanced Advantage Fund was launched on August 12, 2021. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for SBI Balanced Advantage Fund is ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,554 in 3Y at 14.8063% returns
SIP Date1st of every month

Your next SIP Payment will be on 13 January 2026

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