SBI Balanced Advantage Fund - Direct Plan - Growth
SBI Mutual Fund · Dynamic Asset Allocation or Balanced Advantage · Direct · Growth4/5 ★
NAV · as of 11/09/2026
16.42
1D
-0.18%1Y
+2.83%Key stats
- Expense ratio
- 0.86%
- AUM
- ₹41.80 K Cr
- Launched
- 31/08/2021
- Fund manager
- Rajeev Radhakrishnan; Dinesh Balachandran; Mansi Sajeja
- Portfolio turnover
- 0.13%
- Risk
- Very High Risk
- Min lump-sum
- ₹5,000
- Min SIP
- ₹250/mo
- Fresh lump-sum
- Accepted
- Fresh SIP
- Accepted
NAV history
SBI Balanced Advantage Fund - Direct Plan - Growth
12/08/2026 to 11/09/2026
O - H - L -
Comparable peers
Aditya Birla Sun Life Balanced Advantage Growth Direct Plan
ABSL Balanced Advantage (G) · ₹9.80 K Cr AUM
1Y+7.49%3Y+11.74%-Baroda BNP Paribas Balanced Advantage Growth Direct Plan
Baroda BNP Paribas Balanced Advantage (G) · ₹5.17 K Cr AUM
1Y+7.30%3Y+12.04%-Whiteoak Capital Balanced Advantage Growth Direct Plan
Whiteoak Capital Balanced Advantage (G) · ₹2.26 K Cr AUM
1Y+4.39%3Y+11.90%-SBI Balanced Advantage Growth Direct Plan
SBI Balanced Advantage (G) · ₹41.80 K Cr AUM
1Y+3.25%3Y+9.69%-Quant Dynamic Asset Allocation Growth Direct Plan
Quant Dynamic Asset Allocation (G) · ₹880.40 Cr AUM
1Y+0.31%3Y+13.24%-
Investment 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
Scheme details
- Scheme code
- 149134
- Fund house
- SBI Mutual Fund
- Category
- Open Ended
- Type
- Hybrid Scheme
- Sub-category
- Dynamic Asset Allocation or Balanced Advantage
- Plan
- Direct
- Return type
- Growth
- ISIN (Growth)
- INF200KA1Y73
- ISIN (Div. Reinvest)
- -
- Tradable on exchange
- No