SBI Balanced Advantage Fund (IDCW)

SBI Balanced Advantage Fund (IDCW)

Moderately HighEquityHybrid
Not Rated
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Scheme Details

1.61%

Expense Ratio

₹32,661 cr

Fund Size

₹5,000

Minimum Lumpsum

₹500

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
19.26%
12.94%
-%
12.51%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
SBI Balanced Advantage Fund (IDCW)
19.26%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
13.03%
S
SBI PSU Fund - Direct (G)
54.05%

Holdings

Holdings
Sector Wise
ICICI Bank
3.18%
National High
2.75%
ITC
2.6%
Tech Mahindra
2.43%
Bharti Airtel
2.37%

Fund Manager