SBI Balanced Advantage Fund Regular Growth
AllocationDynamic Asset Allocation
16.01
0.06(0.41%)
NAV as on 12 Dec, 2025
CAGR
13.83%
- AUM (Crs.)39,337.41
- Expense Ratio1.55 %
- Sharpe Ratio / Category Average1.10 / 0.73
- Standard Deviation / Category Average6.18 / 7.69
- Beta / Category Average0.87 / 1.03
- Portfolio Turnover / Category Average74.95 / 184.74
- Top 5 Stocks Wt.29.47
- Top 10 Stocks Wt.39.81
- Top 3 Sectors Wt.35.05
- Investment StyleLarge Blend
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryDinesh Balachandran, Anup Upadhyay, Mansi Sajeja
- Launch Date31 Aug, 2021
- BenchmarkS&P BSE 500
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
Riskometer
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