| Name | Sector | Instrument | Assets |
|---|---|---|---|
SBI Magnum Medium Duration Fund Direct -Growth | NA | Mutual Fund | 19.36% |
SBI Large & Midcap Fund Direct Plan-Growth | NA | Mutual Fund | 11.91% |
SBI Focused Fund Direct Plan-Growth | NA | Mutual Fund | 9.90% |
SBI Magnum Income Direct Plan-Growth | NA | Mutual Fund | 9.17% |
SBI Dynamic Bond Fund-Direct Plan | NA | Mutual Fund | 8.97% |
SBI Flexicap Fund Direct-Growth | NA | Mutual Fund | 8.88% |
SBI Technology Opportunities Fund Direct-Growth | NA | Mutual Fund | 4.96% |
SBI Banking & Financial Services Fund Direct-Growth | NA | Mutual Fund | 4.94% |
SBI Contra Direct Plan-Growth | NA | Mutual Fund | 4.45% |
SBI Multicap Fund Direct - Growth | NA | Mutual Fund | 4.38% |
SBI Dividend Yield Fund Direct - Growth | NA | Mutual Fund | 3.86% |
SBI Comma Fund Direct-Growth | NA | Mutual Fund | 2.97% |
SBI Consumption Opportunities Fund Direct-Growth | NA | Mutual Fund | 2.93% |
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
| 1M | 3M | 6M | All | |
|---|---|---|---|---|
| Fund returns | 1.0% | NA | NA | 2.4% |
| Category average | NA | NA | NA | NA |
| Rank with in category | NA | NA | NA | NA |
| Hybrid, Dynamic Asset Allocation funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
HDFC Balanced Advantage Fund Direct Growth | 5 | 5.2% | 18.0% | 1,07,971.20 |
SBI Balanced Advantage Fund Direct Growth | 5 | 8.7% | 15.0% | 39,337.41 |
ICICI Prudential Balanced Advantage Direct Growth | 4 | 11.1% | 14.1% | 69,867.93 |
DSP Dynamic Asset Allocation Fund Direct Growth | 4 | 8.2% | 13.7% | 3,635.61 |
Nippon India Balanced Advantage Fund Direct Growth | 4 | 6.5% | 13.3% | 9,662.22 |
Inclusive of GST
Exit Load for units in excess of 25% of the investment,1% will be charged for redemption within 12 months.
0.005% (from July 1st, 2020)
NA