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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
SBI Balanced Advantage Fund Growth
+12.74%
3Y annualised
+0.68% 1D
NAV: 10 Apr '26
₹15.66
Min. for SIP
₹250
Fund size (AUM)
₹38,487.87 Cr
Expense ratio
1.55%
Rating
5
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,638 | -2.41% | |
| 6 months | ₹30,000 | ₹28,885 | -3.72% | |
| 1 year | ₹60,000 | ₹58,722 | -2.13% | |
| 3 years | ₹1,80,000 | ₹1,95,301 | +8.50% |
Holdings (195)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 5.35% |
| HDFC Bank Ltd. | Financial | Equity | 4.38% |
| ICICI Bank Ltd. | Financial | Equity | 3.44% |
| GAIL (India) Ltd. | Energy | Equity | 2.16% |
| Reserve Bank of India | Financial | T-Bills | 2.10% |
| Tata Steel Ltd. | Metals & Mining | Equity | 2.01% |
| GOI | Sovereign | GOI Sec | 2.00% |
| Tech Mahindra Ltd. | Technology | Equity | 1.97% |
| Axis Bank Ltd. | Financial | Equity | 1.82% |
| Punjab National Bank | Financial | Equity | 1.74% |
| Tata Motors Passenger Vehicles Ltd. | Automobile | Equity | 1.74% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.73% |
| Madhya Pradesh State | Others | SDL | 1.72% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.70% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.68% |
| HCL Technologies Ltd. | Technology | Equity | 1.51% |
| ITC Ltd. | Consumer Staples | Equity | 1.48% |
| Bharti Airtel Ltd. | Communication | Equity | 1.46% |
| Bank Of Baroda | Financial | Equity | 1.39% |
| Torrent Power Ltd. | Energy | Equity | 1.39% |
| Adani Power Ltd. | Energy | Debenture | 1.37% |
| Indus Towers Ltd. | Communication | Equity | 1.36% |
| Brookfield India Real Estate Trust REIT | Construction | REITs | 1.34% |
| CESC Ltd. | Energy | Equity | 1.33% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 1.28% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 1.24% |
| Eternal Ltd. | Services | Equity | 1.22% |
| Biocon Ltd. | Healthcare | Equity | 1.22% |
| National Bank For Agriculture & Rural Development | Financial | CD | 1.21% |
| Tata Motors Ltd. | Automobile | Equity | 1.08% |
| JSW Kalinga Steel Ltd. | Metals & Mining | Debenture | 1.04% |
| Indian Oil Corporation Ltd. | Energy | Equity | 0.99% |
| Asian Paints Ltd. | Chemicals | Equity | 0.98% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 0.98% |
| GOI | Sovereign | GOI Sec | 0.92% |
| Embassy Office Parks REIT | Construction | REITs | 0.91% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.91% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 0.88% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.87% |
| Bandhan Bank Ltd. | Financial | Equity | 0.86% |
| GOI | Sovereign | GOI Sec | 0.83% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 0.82% |
| State Bank of India | Financial | Equity | 0.80% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.79% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.78% |
| LIC Housing Finance Ltd. | Financial | NCD | 0.78% |
| Wipro Ltd. | Technology | Equity | 0.76% |
| Tamilnadu State | Others | SDL | 0.75% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 0.75% |
| HDFC Bank Ltd. | Financial | CD | 0.73% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.72% |
| Cipla Ltd. | Healthcare | Equity | 0.68% |
| Reserve Bank of India | Financial | T-Bills | 0.67% |
| Meesho Ltd. | Services | Equity | 0.67% |
| Jamnagar Utilities and Power Pvt. Ltd. | Capital Goods | Debenture | 0.63% |
| Dabur India Ltd. | Consumer Staples | Equity | 0.63% |
| LIC Housing Finance Ltd. GDR/GDS | Financial | CP | 0.61% |
| DLF Ltd. | Construction | Equity | 0.60% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.59% |
| Godrej Properties Ltd. | Construction | Debenture | 0.59% |
| Cummins India Ltd. | Capital Goods | Equity | 0.56% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Debenture | 0.56% |
| Brainbees Solutions Ltd. | Consumer Staples | Equity | 0.56% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.52% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.51% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.51% |
| Mindspace Business Parks REIT | Construction | Debenture | 0.50% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.49% |
| Bharti Telecom Ltd. | Communication | NCD | 0.46% |
| Bajaj Finserv Ltd. | Financial | Equity | 0.46% |
| Life Insurance Corporation of India | Insurance | Equity | 0.46% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 0.45% |
| Vishal Mega Mart Ltd. | Services | Equity | 0.45% |
| Delhivery Ltd. | Services | Equity | 0.43% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 0.42% |
| Petronet LNG Ltd. | Energy | Equity | 0.40% |
| Mahindra Rural Housing Finance Ltd. | Financial | Debenture | 0.40% |
| Muthoot Finance Ltd. | Financial | Bonds | 0.39% |
| Tata Power Company Ltd. | Energy | Equity | 0.39% |
| Summit Digitel Infrastructure Pvt. Ltd. | Communication | Debenture | 0.39% |
| REC Ltd. | Financial | Debenture | 0.38% |
| Madhya Pradesh State | Others | SDL | 0.38% |
| HDFC Life Insurance Co Ltd. | Insurance | NCD | 0.38% |
| National Bank For Agriculture & Rural Development | Financial | CD | 0.36% |
| Carborundum Universal Ltd. | Metals & Mining | Equity | 0.32% |
| Tata Consultancy Services Ltd. | Technology | Equity | 0.31% |
| Steel Authority Of India Ltd. | Metals & Mining | Equity | 0.31% |
| Gateway Distriparks Ltd. | Services | Equity | 0.28% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 0.27% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.26% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 0.26% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.26% |
| IDBI Bank Ltd. | Financial | CD | 0.26% |
| Grasim Industries Ltd. | Construction | Equity | 0.25% |
| Alkem Laboratories Ltd. | Healthcare | Equity | 0.25% |
| REC Ltd. | Financial | Bonds | 0.23% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.23% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | NCD | 0.22% |
| Muthoot Finance Ltd. | Financial | Bonds | 0.20% |
| LIC Housing Finance Ltd. | Financial | Bonds | 0.19% |
| Lupin Ltd. | Healthcare | Equity | 0.17% |
| Shriram Finance Ltd | Financial | Equity | 0.16% |
| Container Corporation Of India Ltd. | Services | Equity | 0.16% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 0.14% |
| Nestle India Ltd. | Consumer Staples | Equity | 0.13% |
| Tata Communications Ltd. | Communication | Debenture | 0.13% |
| Infosys Ltd. | Technology | Equity | 0.13% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.12% |
| Indusind Bank Ltd. | Financial | Equity | 0.11% |
| ACC Ltd. | Construction | Equity | 0.11% |
| Vedanta Ltd. | Metals & Mining | Equity | 0.08% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 0.06% |
| Go Fashion (India) Ltd. | Services | Equity | 0.06% |
| JSW Steel Ltd. | Metals & Mining | Equity | 0.05% |
| Raajmarg Infra Investment Trust | Construction | InvITs | 0.04% |
| Tube Investments Of India Ltd. | Automobile | Equity | 0.02% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 0.02% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Equity | 0.02% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.02% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.02% |
| Ultratech Cement Ltd. | Construction | Equity | 0.01% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 0.01% |
| One97 Communications Ltd. | Services | Equity | 0.01% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.01% |
| Marico Ltd. | Consumer Staples | Equity | 0.01% |
| Coforge Ltd. | Technology | Equity | 0.01% |
| HDFC Asset Management Company Ltd. | Financial | Equity | 0.00% |
| NMDC Ltd. | Metals & Mining | Equity | 0.00% |
| PNB Housing Finance Ltd. | Financial | Equity | 0.00% |
| Kwality Wall's (India) Ltd. | Consumer Staples | Equity | 0.00% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 0.00% |
| LIC Housing Finance Ltd. | Financial | Equity | 0.00% |
| National Highways Infra Trust | Construction | InvITs | 0.00% |
| Info Edge (India) Ltd. | Services | Equity | 0.00% |
| Bajaj Finance Ltd. | Financial | Equity | 0.00% |
| Interglobe Aviation Ltd. | Services | Equity | 0.00% |
| The Indian Hotels Company Ltd. | Services | Equity | 0.00% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 0.00% |
| The Indian Hotels Company Ltd. | Services | Futures | -0.00% |
| Info Edge (India) Ltd. | Services | Futures | -0.00% |
| Torrent Power Ltd. | Energy | Futures | -0.00% |
| LIC Housing Finance Ltd. | Financial | Futures | -0.00% |
| Delhivery Ltd. | Services | Futures | -0.00% |
| PNB Housing Finance Ltd. | Financial | Futures | -0.00% |
| NMDC Ltd. | Metals & Mining | Futures | -0.00% |
| Dabur India Ltd. | Consumer Staples | Futures | -0.00% |
| Bajaj Finserv Ltd. | Financial | Futures | -0.00% |
| Coforge Ltd. | Technology | Futures | -0.01% |
| United Spirits Ltd. | Consumer Staples | Futures | -0.01% |
| Marico Ltd. | Consumer Staples | Futures | -0.01% |
| Tata Consumer Products Ltd. | Consumer Staples | Futures | -0.01% |
| Indus Towers Ltd. | Communication | Futures | -0.01% |
| One97 Communications Ltd. | Services | Futures | -0.01% |
| Aurobindo Pharma Ltd. | Healthcare | Futures | -0.01% |
| Ultratech Cement Ltd. | Construction | Futures | -0.01% |
| ITC Ltd. | Consumer Staples | Futures | -0.02% |
| Bharat Electronics Ltd. | Capital Goods | Futures | -0.02% |
| HDFC Bank Ltd. | Financial | Futures | -0.02% |
| HDFC Life Insurance Co Ltd. | Insurance | Futures | -0.02% |
| Oil And Natural Gas Corporation Ltd. | Energy | Futures | -0.02% |
| Jindal Steel Ltd. | Metals & Mining | Futures | -0.02% |
| Axis Bank Ltd. | Financial | Futures | -0.03% |
| Hindalco Industries Ltd. | Metals & Mining | Futures | -0.03% |
| Eternal Ltd. | Services | Futures | -0.04% |
| Tata Consultancy Services Ltd. | Technology | Futures | -0.05% |
| JSW Steel Ltd. | Metals & Mining | Futures | -0.05% |
| Vedanta Ltd. | Metals & Mining | Futures | -0.08% |
| Petronet LNG Ltd. | Energy | Futures | -0.09% |
| Indusind Bank Ltd. | Financial | Futures | -0.11% |
| Hindustan Petroleum Corporation Ltd. | Energy | Futures | -0.12% |
| Nestle India Ltd. | Consumer Staples | Futures | -0.13% |
| SBI Life Insurance Company Ltd. | Insurance | Futures | -0.14% |
| Shriram Finance Ltd | Financial | Futures | -0.16% |
| Larsen & Toubro Ltd. | Construction | Futures | -0.16% |
| Lupin Ltd. | Healthcare | Futures | -0.17% |
| Hindalco Industries Ltd. | Metals & Mining | Futures | -0.23% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Futures | -0.27% |
| Power Grid Corporation Of India Ltd. | Energy | Futures | -0.37% |
| Maruti Suzuki India Ltd. | Automobile | Futures | -0.37% |
| Tata Power Company Ltd. | Energy | Futures | -0.39% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Futures | -0.41% |
| Titan Company Ltd. | Consumer Discretionary | Futures | -0.42% |
| Bharat Petroleum Corporation Ltd. | Energy | Futures | -0.52% |
| Cummins India Ltd. | Capital Goods | Futures | -0.56% |
| DLF Ltd. | Construction | Futures | -0.60% |
| HDFC Bank Ltd. | Financial | Futures | -0.63% |
| Indian Oil Corporation Ltd. | Energy | Futures | -0.73% |
| State Bank of India | Financial | Futures | -0.80% |
| Kotak Mahindra Bank Ltd. | Financial | Futures | -0.98% |
| Asian Paints Ltd. | Chemicals | Futures | -0.99% |
| Bharti Airtel Ltd. | Communication | Futures | -1.07% |
| Larsen & Toubro Ltd. | Construction | Futures | -1.15% |
| Bank Of Baroda | Financial | Futures | -1.27% |
| Mahindra & Mahindra Ltd. | Automobile | Futures | -1.69% |
| Reliance Industries Ltd. | Energy | Futures | -1.80% |
See All
Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹250
Returns and rankings
Annualised returns
Absolute returns
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | +0.8% | +9.2% | +12.7% | +10.2% |
| Category average (Hybrid Dynamic Asset Allocation) | +1.0% | +4.6% | +11.9% | -- |
| Rank (Hybrid Dynamic Asset Allocation) | -- | 7 | 6 | -- |
Exit load, stamp duty and tax
Exit load
For units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
HDFC Balanced Advantage Fund Growth | +7.11% | +15.98% | 98,457.75 | |
ICICI Prudential Balanced Advantage Growth | +11.35% | +12.88% | 71,150.75 | |
SBI Balanced Advantage Fund Growth | +9.18% | +12.74% | 38,487.87 | |
DSP Dynamic Asset Allocation Fund Growth | +7.08% | +12.24% | 3,548.38 | |
Nippon India Balanced Advantage Fund Growth | +7.53% | +11.98% | 9,031.58 | |
| Compare | ||||
Fund management
RRRajeev RadhakrishnanNov 2023 - PresentView details
RR
Rajeev Radhakrishnan
Nov 2023 - Present
View details
AUAnup UpadhyayDec 2024 - PresentView details
AU
Anup Upadhyay
Dec 2024 - Present
View details
DBDinesh BalachandranAug 2021 - PresentView details
DB
Dinesh Balachandran
Aug 2021 - Present
View details
MSMansi SajejaDec 2023 - PresentView details
MS
Mansi Sajeja
Dec 2023 - Present
View details
PKPradeep KesavanDec 2023 - PresentView details
PK
Pradeep Kesavan
Dec 2023 - Present
View details
About SBI Balanced Advantage Fund Growth
SBI Balanced Advantage Fund Growth is a Hybrid Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Rajeev Radhakrishnan is the Current Fund Manager of SBI Balanced Advantage Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹11,46,811 Cr and the Latest NAV as of 10 Apr 2026 is ₹15.66.
The SBI Balanced Advantage Fund Growth is rated High risk. Minimum SIP Investment is set to ₹250. Minimum Lumpsum Investment is ₹5,000. For units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
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Investment Objective
The scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments.
Fund benchmarkNIFTY 50 Hybrid Composite Debt 50:50 Index
Fund house
Rank (total assets)#1 in India
Total AUM₹11,46,810.93 Cr
Date of Incorporation29 Jun 1987
Launch Date29 Jun 1987
Address9th Floor & Unit no. 1002, 1003 and 1004 of 10th floor,Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex,Bandra (East) Mumbai 400051
CustodianSBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer AgentCams
Email[email protected]
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,