SBI Balanced Advantage Fund - Direct Plan - Growth

Factsheet

As of 31 Aug 2026

Inception

31 Aug 2021

Fund managers

Mr. Rajeev Radhakrishnan

Benchmark

BSE Sensex TRI

AUM

41807.78 crore

Regular expense

1.67%

Direct expense

0.89%

Portfolio turnover

0.16

Minimum investment

₹ 5,000

SIP minimum

₹ 500

Exit load

NIL - If units purchased or switched in from another scheme of the Fund are redeemed or switched out upto 10% of the units (the limit) purchased or switched on or before 1 year from the date of allotment. 1% of the applicable NAV - If units purchased or switched in from another scheme of the Fund are redeemed or switched out in excess of the limit on or before 1 year from the date of allotment NI

Standard deviation

7.84%

Beta

1

Sharpe

0.61