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SBI Balanced Advantage Fund(IDCW)

IDCW
HybridBalanced Advantage Fund
Large-size FundAssets Under Mgmt: ₹ 17,438 Cr
Moderate RiskPrinciple investment will be at moderate risk
10.290.04 (+0.35%)

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Investment Checklist

Returns
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Expense Ratio
Expense 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

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Return vs FD Rates
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Red Flags
We 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

HybridBalanced Advantage Fund
Large-size FundAssets Under Mgmt: ₹ 17,438 Cr
Moderate RiskPrinciple investment will be at moderate risk

Key Metrics

Expense RatioExpense Ratio
No LabelNo Label
38.19
No LabelNo Label
7.44
No LabelNo Label
0.71
No LabelNo Label
38.75
No LabelNo Label
3.55

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

Scheme Info

PlanPlan
IDCW
Lock inLock in
0 yrs
Exit LoadExit Load
1.00%
Nil upto 10% of units and 1% for remaining units on or before 1Y Nil after 1Y
Min. SIPMin. SIP
₹ 500
Min. LumpsumMin. Lumpsum
₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
CRISIL Hybrid 50+50 - Moderate Index

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%

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Investment frequency

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CAGR (%)
This is the CAGR you expect your investment to return in the future during the given investment period. Returns are annualised, compunding is done monthly.
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Fund ManagerRead more 

Exp: 13yrs

 | 

#Funds: 20

Exp: 11yrs

 | 

#Funds: 11

Know More

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

    ₹ 4,28,200.22 Cr.