Sbi Balanced Advantage Fund Nfo

Last 1Y 26.3%
Last 3Y NA
Last 5Y NA
Last 10Y NA
Since Inception 13%
6 Month CAGR 13.5%

Scheme Information

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

Furthermore, the yield to maturity (YTM) of this fund is recorded at 7.62%.

What is the current rate of SBI balanced advantage fund?

Additionally, this fund offers flexibility by dynamically adjusting its allocation between equity and debt based on market conditions. During bullish phases when stock markets are performing well, it may increase its exposure to equities for higher potential returns. Conversely, during bearish phases when markets are volatile or declining, it may shift towards safer debt instruments to protect capital.

Returns Calculator Comparison

– Property investments have yielded returns of around 70%, resulting in a total corpus value of INR 8,67,662. The gains from these investments amount to approximately INR 1,35,050 with an average CAGR rate of about 7.00%.

– Public Provident Fund (PPF) has delivered returns at par with other assets mentioned above – around 70%. Its current total corpus stands at roughly INR

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8,

69,

819.

The gains achieved through PPF investments equal approximately

INR

1,

37,

207.

The CAGR for PPF is estimated to be around

7.10%.

– Bank Fixed Deposits have provided returns similar to those mentioned earlier – approximately

6%

with its current total corpus valued at nearly

INR

8,

46,

471.

The gains from these deposits sum up to almost

INR

1,

13,

859.

– Gold investments have also offered returns close to those stated above – around

6%.

Its current value stands at nearly

INRR

8,

46,

471.

The accumulated profits from gold investments equate to roughly

INRR

1,

13,

859.

– Savings Bank accounts have generated returns of approximately

5%.

The current total corpus in these accounts amounts to nearly

INR

8,

25,

950.

The gains from savings bank investments equal around

INRR

93,338.

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Is there any lock in period for SBI balanced advantage fund?

List:

– Investors can freely withdraw their funds at any time without facing any penalties or restrictions.

Asset allocation and Holdings

SBI Funds Management Ltd, which was established on February 7, 1992, is responsible for managing assets valued at INR 624,670 crores. The company currently offers a wide range of mutual fund schemes comprising 90 equity funds, 230 debt funds, and 41 hybrid funds.

What is the risk of SBI balanced advantage fund?

Furthermore, with an Assets Under Management (AUM) figure amounting to ₹27,487.94 Cr., this fund has garnered significant investor interest and trust in its investment strategy.

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What is the minimum investment in SBI balanced advantage fund?

P.S: Investors are advised to carefully read and understand all scheme-related documents before making any investment decisions in order to make informed choices about their financial goals and risk appetite.

Is it possible for me to disrupt SBI Mutual Fund?

First, you will need to inform your mutual fund company as well as the bank via which your investment is made on a monthly basis, regarding your plan to discontinue the scheme. Next, you will need to obtain an appointment form from asset management companies (AMCs) or Registrar and Transfer Agents of mutual funds.

Should one invest in balanced advantage fund?

For first-time investors, navigating the complexities of the equity market can be daunting. However, balanced funds offer a solution by providing a diversified portfolio that includes both equities and fixed income securities. This diversification helps mitigate risks associated with investing solely in stocks while still offering potential growth opportunities.

Additionally, these funds provide access to professional management services at relatively low costs compared to other investment options such as actively managed mutual funds or hiring personal financial advisors. This makes them particularly attractive for those looking for hassle-free investment solutions without having to bear high expenses.