SBI Balanced Advantage Fund
Price Chart
ReturnsFund's average annual rolling returns over the last three years is compared against the funds from the same category
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Expense RatioExpense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category
Less expense ratio implies better returns over the long term
Return vs FD RatesIf fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD
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Red FlagsWe check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags
Total holdings with red flags is insignificant
Key Metrics
About Balanced Advantage Fund
Balanced advantage funds are equity mutual funds that have equity allocation between 30% and 80% depending on the PE ratio and market valuation
PeersCompare with peers
HDFC Balanced Advantage Fund
ICICI Pru Balanced Advantage Fund
Kotak Balanced Advantage Fund
Aditya Birla SL Balanced Advantage Fund
NJ Balanced Advantage Fund
Scheme Info
Tax Implications
Investment period < 1 year
Gains are treated as short-term capital gains and taxed at 15%
Investment period > 1 year
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
Invested
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You make
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AMC profile
The SBI Mutual Fund Trustee Company Private Limited was set up as a trust under the Trust Act of 1882. The SBI Mutual Fund is a Joint Venture between the State Bank of India, and Amundi, which is a French asset management company.
No.of Schemes
125
Total AUM
₹ 4,27,302.61 Cr.
ReturnsFund's average annual rolling returns over the last three years is compared against the funds from the same category
Insufficient Data