SBI Balanced Hybrid Fund Direct Growth

SBI Balanced Hybrid Fund Direct Growth

NAV: 10 Aug '26
₹10.00
Min. for SIP
₹500
Fund size (AUM)
--
Expense ratio
--
Rating
--

Minimum investments

Min. for 1st investment
₹5,000
Min. for 2nd investment
₹5,000
Min. for SIP
₹500

Returns and rankings

Annualised returns
Absolute returns
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Fund returns--------
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Exit load, stamp duty and tax

Exit load

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

--

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Fund management

TD
Tanmaya Desai
Aug 2026 - Present
View details

Education
Mr. Desai is a B.E. (Electronics), MBA (Finance) and CFA (Level III).
Experience
Prior to joining SBI Mutual Fund he has worked with D.J. Sanghvi College of Engineering and Patni Computer Systems Ltd.

About SBI Balanced Hybrid Fund Direct Growth

SBI Balanced Hybrid Fund Direct Growth is a -- Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Tanmaya Desai is the Current Fund Manager of SBI Balanced Hybrid Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹12,71,425 Cr and the Latest NAV as of 10 Aug 2026 is ₹10.00. The SBI Balanced Hybrid Fund Direct Growth is rated -- risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. ;

Investment Objective

The scheme seeks to generate long term capital appreciation and income by investing only in equity and debt instruments.
Fund benchmarkNIFTY 50 Hybrid Composite Debt 50:50 Index

Fund house

Rank (total assets)#1 in India
Total AUM₹12,71,425.47 Cr
Date of Incorporation29 Jun 1987
Phone022-61793000 / 1800-425-5425
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
Custodian--
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,