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6051
SBI Balanced Advantage Fund - Direct (G)
11.26
6.44
0.12
0.58
1.08
0.43
11.11
7
1.38
11.26
SBI Balanced Advantage Fund - Direct (G)
1.38
11.26
1.11
3.5
3 Years
Begin with SIP Invest One-Time
  • NAV

    16.82

    07 Aug 2026

  • 0.01%

     1 Day

  • 11.26%

    3Y CAGR returns

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  • ₹ 500

    Min SIP

  • ₹ 5000

    Min Lumpsum

  • 0.86%

    Expense Ratio

  • 5

     Rating

  • 41,513 Cr

    Fund Size

  • 4 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 07 Aug 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 6.44%
  • 11.26%
  • 11.11

Scheme Allocation

By Holding By Sector By Asset
4.56%
4.05%
3.63%
2.69%
2.65%
82.42%
View All

Advance Ratio

  • 4.94Alpha
  • 2.25SD
  • 0.54Beta
  • 0.69Sharpe

Exit Load & Tax Implication

  • 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
  • Tax implication
  • Returns are taxed as per your Income Tax slab.

Fund Objective

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.

Fund Managers

Dinesh Balachandran

Risk-o-meter

Low Low to
moderate moderate Moderately
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High

Peer Comparison

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More Funds from SBI Mutual Fund

6051
  • Fund Name

AMC Contact Details

  • Address :
  • 9th Floor,Crescenzo, C-39&39, G Block, Bandra kurla complex, Bandra (east), Mumbai-400 051.
    • Contact :
    • +91022-61793000
    • Email ID :
    • customer.delight@sbimf.com
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Equity Debt Hybrid

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