| Name | Sector | Instrument | Assets |
|---|---|---|---|
SBI Magnum Medium Duration Fund Direct -Growth | NA | Mutual Fund | 17.81% |
SBI Large & Midcap Fund Direct Plan-Growth | NA | Mutual Fund | 11.83% |
SBI Multicap Fund Direct - Growth | NA | Mutual Fund | 11.03% |
SBI Magnum Income Direct Plan-Growth | NA | Mutual Fund | 10.13% |
SBI Dynamic Bond Fund-Direct Plan | NA | Mutual Fund | 9.91% |
SBI Focused Fund Direct Plan-Growth | NA | Mutual Fund | 7.54% |
SBI Dividend Yield Fund Direct - Growth | NA | Mutual Fund | 6.20% |
SBI Contra Direct Plan-Growth | NA | Mutual Fund | 4.69% |
SBI Flexicap Fund Direct-Growth | NA | Mutual Fund | 4.37% |
SBI Technology Opportunities Fund Direct-Growth | NA | Mutual Fund | 3.71% |
SBI Banking & Financial Services Fund Direct-Growth | NA | Mutual Fund | 2.90% |
SBI Consumption Opportunities Fund Direct-Growth | NA | Mutual Fund | 2.79% |
SBI Comma Fund Direct-Growth | NA | Mutual Fund | 2.53% |
SBI Automotive Opportunities Fund Direct - Growth | NA | Mutual Fund | 1.99% |
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
| 1M | 3M | 6M | All | |
|---|---|---|---|---|
| Fund returns | 1.3% | NA | NA | 1.3% |
| 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) |
|---|---|---|---|---|
SBI Balanced Advantage Fund Direct IDCW | 5 | 8.7% | 15.2% | 37,457.25 |
Mahindra Manulife Balanced Advantage Fund Direct IDCW | 3 | 6.9% | 15.0% | 912.46 |
Mirae Asset Balanced Advantage Fund Direct IDCW | 4 | 8.9% | 14.2% | 1,933.78 |
HSBC Balanced Advantage Fund Direct IDCW | 3 | 5.6% | 13.6% | 1,555.56 |
LIC MF Balanced Advantage Fund Direct IDCW | 3 | 7.0% | 12.1% | 804.01 |
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