SBI Balanced Advantage Fund (G)
Invest in Mutual Funds at 0 Transaction cost
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NAV
15.92
09 Nov 2026
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0.31%
1 Day
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9.60%
3Y CAGR returns
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₹ 500
Min SIP -
₹ 5000
Min Lumpsum -
1.68%
Expense Ratio -
40,545 Cr
Fund Size -
5 Years
Fund Age
Returns and Ranks ( as on 09 Nov 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 0.82%
- 9.60%
- 9.13%
- 9.37
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- 2.48Alpha
- 2.33SD
- 0.54Beta
- 0.32Sharpe
- 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.
moderate Moderate Moderately
High High Very
High
- Address :
- 9th Floor,Crescenzo, C-39&39, G Block, Bandra kurla complex, Bandra (east), Mumbai-400 051.
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- Contact :
- +91022-61793000
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- Email ID :
- customer.delight@sbimf.com
Other Calculators
Frequently Asked Questions
SBI Balanced Advantage Fund (G) has delivered 10.01% since inception
The NAV of SBI Balanced Advantage Fund (G) is ₹15.6637 as of 09 Nov 2026.
The expense ratio of SBI Balanced Advantage Fund (G) is 1.68% as of 09 Nov 2026.
The AUM of SBI Balanced Advantage Fund (G) is ₹40,732.20 Cr as of 09 Nov 2026.
The minimum SIP amount of SBI Balanced Advantage Fund (G) is ₹500. The minimum lump sum amount is ₹5000.
Open the 5paisa app, search SBI Balanced Advantage Fund (G), tap Invest, select SIP or Lump Sum, enter the amount, and complete the payment.
Log in to 5paisa, open the SBI Balanced Advantage Fund (G) page, choose SIP, select the date and amount, and set up the mandate.
Go to Portfolio on 5paisa, select SBI Balanced Advantage Fund (G), tap Redeem, enter units or amount, and confirm.
The top stock holdings of SBI Balanced Advantage Fund (G) are
- TREPS - 6.91%
- Reliance Industr - 4.22%
- HDFC Bank - 3.65%
- ICICI Bank - 2.69%
- Larsen & Toubro - 2.55%
The top sectors SBI Balanced Advantage Fund (G) has invested in are
- - 0%