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SBI Balanced Advantage Fund - Regular Plan - Growth

SBI · Balanced Advantage
Moderate
₹15.58
Current NAV
04 Nov 2026
-1.6%
1Y Return
8.9%
3Y CAGR
8.8%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.77).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.77).
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • Higher expense ratio (1.97%) which can affect compounding over long horizons.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.77
Sharpe Ratio
0.77
Beta
5.77
Alpha
2.07
Sortino
Fund Details
Fund House SBI
Category Balanced Advantage
AUM ₹9320 Cr
Expense Ratio 1.97%
Min SIP ₹500
Min Lumpsum ₹1000
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