Sbi Balanced Advantage Fund Regular Growth

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

In terms of risk measures, the standard deviation over a three-year and five-year period is zero. Similarly, the beta value over both time periods is also zero. The Sharpe ratio for three years and five years stands at zero as well. Additionally, the yield to maturity (YTM) of the fund is reported to be 7.62%.

What is the NAV of SBI Balanced Advantage Fund Regular Growth today?

The fund carries a high level of risk. As of February 23, 2024, the net asset value (NAV) of the fund is ₹13.55. The expense ratio for this fund is 1.65%. It has an assets under management (AUM) worth ₹27,487.94 Crores.


– Risk level: Very High

– NAV as on Feb 23, 2024: ₹13.55

– Expense ratio: 1.65%

– AUM: ₹27,487.94 Crores

Comparison of Returns Calculator

3. Investments in property have seen a return rate of 70%, accumulating a total corpus value of INR 8,67,662 with gains totaling INR 1,35,050 at an annual growth rate of approximately 7.00%.

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4. Public Provident Fund (PPF) investments have resulted in returns amounting to around 70%. This translates into a total corpus value reaching up to INR 8 69 819 along with earnings worth approximately INR 1 37 207 and an annual growth rate estimated at about 7.10%.

5. Bank fixed deposits (FDs), as well as gold investments both show similar return rates at around

6% each for an investment period.

6.Savings bank accounts offer lower but steady returns compared to other investment options mentioned above.

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.

What is the return of SBI balanced advantage fund 1 year?

– Determine whether you are comfortable with potential fluctuations in NAV values based on market conditions.

– Analyze historical data along with other qualitative factors like expense ratios and management expertise.

Asset allocation and Holdings

SBI Funds Management Ltd, established on 7th February 1992, oversees a substantial asset portfolio valued at 624,670 crores. Their range of mutual fund schemes comprises an extensive selection of 90 equity funds, 230 debt funds, and 41 hybrid funds.

Is SBI Balanced Advantage Fund good for SWP?

By opting for a conservative hybrid fund, investors can enjoy the potential benefits offered by both equities and debt instruments while minimizing risk. The inclusion of debt securities provides stability and regular income, making it suitable for those who prioritize capital preservation over high returns.

Furthermore, these funds offer flexibility in terms of withdrawals through SWPs. Investors can set up regular payouts from their investment principal without having to worry about timing the market or making frequent adjustments themselves. This feature makes them particularly attractive for individuals seeking consistent cash flow during retirement or other financial goals.

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Is Balanced Advantage fund safe?

According to experts, both Flexi cap mutual funds and balance advantage funds are good, and investors should invest in them according to their investment goals. “If you want to play safe with your money, then going with balance funds is great. This is because they are not prone to any sudden volatility in the market.

Is it safe to invest in Balanced Advantage fund?

Furthermore, these funds provide investors with the benefit of professional management expertise. Experienced fund managers closely monitor market movements and make informed decisions regarding asset allocation within the fund. Their knowledge helps optimize returns by identifying attractive investment opportunities across various sectors or asset classes.

Which balanced advantage fund is best?

5. Quant Dynamic Asset Allocation Fund (Unranked)

These funds dynamically allocate their assets between equities and fixed income instruments based on market conditions, aiming to generate optimal returns for investors over the long term.

By maintaining a flexible asset allocation strategy, these funds aim to capture potential upside gains from equity markets while also providing stability through exposure to fixed income instruments.