SBI Balanced Advantage Fund - Direct (G)

SBI Balanced Advantage Fund - Direct (G)

Moderately HighEquity
Not Rated
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Scheme Details

0.39%

Expense Ratio

₹33,309 cr

Fund Size

₹5,000

Minimum Lumpsum

₹500

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
6.47%
13.58%
-%
11.9%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
SBI Balanced Advantage Fund - Direct (G)
6.47%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
M
Mirae Asset NYSE FANG+ ETF Fund of Fund - Dir (G)
59.7%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
15.32%

Holdings

Holdings
Sector Wise
TREPS
6.15%
ICICI Bank Ltd
3.42%
Housing Development Finance Corporation Ltd
3.1%
Axis Bank Ltd
2.92%
ITC Ltd
2.82%

Fund Manager