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Sbi Balanced Advantage Fund Regular Plan Growth
NAV (Apr 26,2024)
The SBI Balanced Advantage Fund - Regular Plan - Growth is a financial investment option offered by SBI Mutual Funds. It has an expense ratio of 1.61% and a PE ratio of 31.07. The fund's assets under management are valued at INR 28,096.44 crore. The minimum investment required is INR 5,000, and there is no lock-in period. The fund was established on 31st August 2021. It provides investors with a growth-oriented portfolio for long-term wealth creation.
Sbi Balanced Advantage Fund Regular Plan Growth Latest Trend
- 1M
- 2M
- 3M
Sbi Balanced Advantage Fund Regular Plan Growth Latest Trend
Risk Ratios
- P/E Ratio32.20
- P/B Ratio4.56
- Alpha0
- Beta0
- Sharpe0.24
- Sortino0.41
Fund Overview
1.61%
0%
No Lock-in
₹ 28823.15 Cr
SIP ₹5000.00
Scheme Riskometer
Investors understand that their principal will be at
Moderately High
Investment Return Calculator
as on Apr 28, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,665.29 (6.65%) | ₹ 11,701.97 (17.02%) | ₹ 12,591.58 (25.92%) | ₹ -- (--) | ₹ -- (--) |
₹ 30,000 | ₹ 31,995.87 (6.65%) | ₹ 35,105.91 (17.02%) | ₹ 37,774.74 (25.92%) | ₹ -- (--) | ₹ -- (--) |
₹ 50,000 | ₹ 53,326.45 (6.65%) | ₹ 58,509.85 (17.02%) | ₹ 62,957.9 (25.92%) | ₹ -- (--) | ₹ -- (--) |
₹ 80,000 | ₹ 85,322.32 (6.65%) | ₹ 93,615.76 (17.02%) | ₹ 1,00,732.64 (25.92%) | ₹ -- (--) | ₹ -- (--) |
₹ 1,00,000 | ₹ 1,06,652.9 (6.65%) | ₹ 1,17,019.7 (17.02%) | ₹ 1,25,915.8 (25.92%) | ₹ -- (--) | ₹ -- (--) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- CGL9.87%
- ICICI Bank Ltd4.87%
- HDFC Bank Ltd4.76%
- GAIL India Ltd3.35%
- Axis Bank Ltd3.07%
- Tata Motors Ltd2.86%
- State Government of Karnataka2.86%
- Reliance Industries Ltd2.85%
- State Government of West Bengal2.80%
- National Highways Infra Trust2.77%
- Bharti Airtel Ltd2.61%
- Torrent Power Ltd2.58%
- Indian Oil Corporation Ltd2.56%
- Tata Steel Ltd2.46%
- Larsen & Toubro Ltd2.01%
- Tech Mahindra Ltd1.95%
- DLF Ltd1.84%
- Cholamandalam Investment & Finance Co Ltd1.81%
- Sun Pharmaceutical Industries Ltd1.76%
- TREPS1.60%
- CESC Ltd1.43%
- State Bank of India1.38%
- Bharti Telecom Ltd1.30%
- Mahindra & Mahindra Ltd1.25%
- State Government of Uttar Pradesh1.25%
- Ashok Leyland Ltd1.08%
- Embassy Office Parks Reit1.07%
- Cipla Ltd1.06%
- Oil & Natural Gas Corporation Ltd0.98%
- Sona Blw Precision Forgings Ltd0.95%
- Muthoot Finance Ltd0.95%
- Biocon Ltd0.92%
- Petronet LNG Ltd0.91%
- ICICI Prudential Life Insurance Company Ltd0.91%
- Power Grid Corporation of India Ltd0.90%
- Cummins India Ltd0.90%
- United Spirits Ltd0.88%
- Jamnagar Utilities & Power Pvt Ltd0.87%
- Life Insurance Corporation of India0.77%
- Bharat Petroleum Corporation Ltd0.76%
- HCL Technologies Ltd0.74%
- Gateway Distriparks Ltd0.73%
- LIC Housing Finance Ltd0.73%
- Tata Consultancy Services Ltd0.72%
- ITC Ltd0.71%
- Small Industries Development Bank of India0.70%
- Godrej Properties Ltd0.69%
- Carborundum Universal Ltd0.69%
- Maruti Suzuki India Ltd0.68%
- Mindspace Business Parks Reit0.66%
- Delhivery Ltd0.62%
- Cognizant Technology Solutions Corporation0.60%
- Tata Power Company Ltd0.59%
- Hindustan Unilever Ltd0.59%
- SBI Life Insurance Co Ltd0.59%
- Interglobe Aviation Ltd0.55%
- Grasim Industries Ltd0.55%
- Mahindra Rural Housing Finance Ltd0.52%
- National Bank for Agriculture and Rural Development0.52%
- ICICI Lombard General Insurance Company Ltd0.48%
- Wipro Ltd0.46%
- State Government of Rajasthan0.44%
- State Government of Maharashtra0.43%
- Container Corporation of India Ltd0.37%
- Lupin Ltd0.36%
- Go Fashion India Ltd0.35%
- Canara Bank0.28%
- ACC Ltd0.28%
- Kotak Mahindra Bank Ltd0.25%
- Infosys Ltd0.23%
- Bajaj Finserv Ltd0.20%
- JSW Steel Ltd0.19%
- Margin amount for Derivative positions0.18%
- Zee Entertainment Enterprises Ltd0.18%
- Tata Communications Ltd0.17%
- HDFC Asset Management Co Ltd0.16%
- Hindustan Petroleum Corporation Ltd0.15%
- Net Receivable Payable0.14%
- State Government of Haryana0.14%
- Bajaj Finance Ltd0.12%
- Exide Industries Ltd0.08%
- Asian Paints Ltd0.08%
- Shree Cement Ltd0.07%
- The Federal Bank Ltd0.06%
- Hindalco Industries Ltd0.06%
- Crompton Greaves Consumer Electricals Ltd0.03%
- HDFC Life Insurance Company Ltd0.02%
- Indian Energy Exchange Ltd0.01%
- NTPC Ltd0.01%
- Bank of Baroda0.01%
- Apollo Hospitals Enterprise Ltd0.01%
- Aurobindo Pharma Ltd0.01%
- RBL Bank Ltd0.01%
- LTIMindtree Ltd0.00%
- Dr Reddy s Laboratories Ltd0.00%
- Miscellaneous17.79%
- Bank - Private13.02%
- Refineries6.33%
- IT - Software4.10%
- Insurance2.77%
- Bank - Public1.68%
- Logistics1.10%
- Oil Exploration0.98%
- Auto Ancillary0.95%
- Diesel Engines0.90%
- Cigarettes/Tobacco0.71%
- Abrasives0.69%
- Courier Services0.62%
- Airlines0.55%
- Diversified0.54%
- Retailing0.35%
- Finance - Investment0.20%
- Finance - NBFC0.12%
- Batteries0.08%
- Paints0.08%
- Metal - Non Ferrous0.06%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
ITI Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 15.77% |
HSBC Balanced Advantage Fund - Regular Plan - Growth | HYBRID | High | 15.55% |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 14.67% |
Axis Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 13.69% |
Bank of India Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 13.15% |
WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 12.84% |
Nippon India Balanced Advantage Fund - Growth | HYBRID | Very High | 10.82% |
Union Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 10.14% |
Tata Balanced Advantage Fund - Regular Plan - Growth | HYBRID | High | 9.35% |
Aditya Birla Sun Life Balanced Advantage Fund - Growth | HYBRID | Very High | 8.00% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
HDFC Balanced Advantage Fund - Growth | HYBRID | Very High | 39.14% |
NJ Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Moderately High | 29.94% |
Axis Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 26.81% |
HSBC Balanced Advantage Fund - Regular Plan - Growth | HYBRID | High | 22.51% |
Nippon India Balanced Advantage Fund - Growth | HYBRID | Very High | 20.69% |
ICICI Prudential Balanced Advantage Fund - Growth | HYBRID | High | 19.41% |
Aditya Birla Sun Life Balanced Advantage Fund - Growth | HYBRID | Very High | 19.02% |
Bandhan Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Moderately High | 17.24% |
Kotak Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 16.61% |
LIC MF Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 15.51% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
HDFC Balanced Advantage Fund - Growth | HYBRID | Very High | 24.82% |
Bank of India Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 13.48% |
Baroda BNP Paribas Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 13.28% |
Nippon India Balanced Advantage Fund - Growth | HYBRID | Very High | 12.83% |
Axis Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 12.77% |
ICICI Prudential Balanced Advantage Fund - Growth | HYBRID | High | 12.77% |
Aditya Birla Sun Life Balanced Advantage Fund - Growth | HYBRID | Very High | 11.47% |
HSBC Balanced Advantage Fund - Regular Plan - Growth | HYBRID | High | 10.77% |
Kotak Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 10.73% |
Union Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 9.01% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
HDFC Balanced Advantage Fund - Growth | HYBRID | Very High | 19.15% |
Baroda BNP Paribas Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 15.08% |
ICICI Prudential Balanced Advantage Fund - Growth | HYBRID | High | 12.92% |
Tata Balanced Advantage Fund - Regular Plan - Growth | HYBRID | High | 12.70% |
Union Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 11.90% |
Aditya Birla Sun Life Balanced Advantage Fund - Growth | HYBRID | Very High | 11.86% |
Kotak Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 11.77% |
Bandhan Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Moderately High | 10.14% |
HSBC Balanced Advantage Fund - Regular Plan - Growth | HYBRID | High | 10.13% |
Bank of India Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 9.12% |
Fund Managers
Mr. Dinesh BalachandranFund Manager
Mr. Dinesh has over 11 years of experience in the industry primarily as Research Analyst. Prior to joining SBIFM, Dinesh was Research Analyst with Fidelity Investments, USA for ten years. Dinesh is a B. Tech (IIT-B) and M. S. (MIT, USA). He is also a charter holder of the CFA Institute, USA.
Mr. Rajeev RadhakrishnanHead - Fixed Income
Mr. Rajeev has joined SBI Funds Management Pvt. Ltd. in June 2008 and manages various Fixed Income schemes. He brings with him over 10 years of experience in funds management including around 2 years in equity funds and research and 8 years in Fixed Income Funds. He was earlier associated with UTI Mutual Fund as a Co-Fund Manager, managing fixed income funds and debt portion of balanced schemes.
Ms. Mansi SajejaFund Manager
Mansi Sajeja joined SBIFMPL in September 2009 as Credit Analyst. Prior to joining SBIFMPL, Mansi was Rating Analyst at ICRA Ltd from March 2006 to Sep 2009.
Mr. Pradeep KesavanFund Manager
Mr. Pradeep Kesavan Joined SBIFML in July 2021. He has over 18 years of experience in financial services sector.
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SBI Balanced Advantage Fund - Regular Plan - Growth
SBI Balanced Advantage Fund - Regular Plan - Growth
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SBI Balanced Advantage Fund - Regular Plan - Growth
SBI Balanced Advantage Fund - Regular Plan - Growth
SBI Balanced Advantage Fund - Regular Plan - Growth
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