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Mutual Funds

SBI Balanced Advantage Fund

SB

SBI Balanced Advantage Fund

Dynamic Asset AllocationRank #25
4/5

NAV (2026-07-14)

15.9

AUM

₹41,512.85 Cr

Exp. Ratio: 1.68%

RISK LEVEL

Very High

Returns & Performance

1 Year2.77%1.67% vs cat avgRank #13
3 Year10.34%1.00% vs cat avgRank #12
5 Year----
Since Launch9.99%--

Fund vs Category Average

1Y
2.77%+1.67%
3Y
10.34%+1.00%

Pros & Cons

Pros

Outperforms category avg on 1Y returns
Strong 3Y track record vs category
No lock-in period
Decent 1Y category rank (#13)

Cons

Higher expense ratio (1.68%)
Overall rank #25 in category
ISININF200KA1Y40
NAV₹15.9
NAV Date2026-07-14
AUM₹41,512.85 Cr
Expense Ratio1.68%
RiskVery High
Rating4 / 5
Min SIP Amount₹250
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1987-06-29

INVESTMENT OBJECTIVE

The scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments.

Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsNA

Anup Upadhyay

Mr. Upadhyay has done B.Tech, PGDM and CFA

Prior to joining SBI Mutual Fund, he has worked with TCS

Top Holdings

Holdings data not available for this scheme