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SBI Balanced Advantage Fund Direct Growth

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SBI Balanced Advantage Fund Direct Growth

SBI Balanced Advantage Fund Direct Growth

  • Very High Risk
  • Allocation
  • Dynamic Asset Allocation
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NAV as on Feb 25, 2025
i
Price per unit of the scheme.
₹ 14.8226 -0.18% 1 Day Change
-1.14%
Minimum Investment ₹5000
Expense Ratio 0.75%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
*Morningstar Rating Methodologyi

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

FUND PERFORMANCE

(As On --)
Compare fund’s performance against category average across different time periods
1M 3M 6M 1Y 3Y 5Y
-- Out of -- funds in the category
Category Avg Return
--
Fund Return
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

FUND COMPARISON

This Fund
SBI Balanced Advantage Fund Direct Growth
VS
Allocation: Dynamic Asset Allocation Average NAV
Topper in Allocation: Dynamic Asset Allocation
All Fund
*For the other fund, rescaled NAVs are used
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RETURN CALCULATOR

Check the return on your investment in the fund
SBI Balanced Advantage Fund Direct Growth
Investment Type
MONTHLY SIP ONE -TIME
Monthly Investment
Time Period (yrs)
Annual Return in %
  • Invested Amount
    ₹0
  • Return
    ₹0
  • Current Value
    ₹0

FUND SUMMARY

Benchmark
Nifty 50 Hybrid Composite Debt 50:50
Expense Ratio
0.75 %
Category Avg Expense Ratio
0.76%
Minimum Investment (Lumpsum/SIP)
₹5000/₹1000
Lock In (Years)
No Lock-in
Fund Size
₹ 33,308.58 Cr(As on Jan, 2025)
Inception Date
Aug 31, 2021
Turnover
0.00 %
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, NIL - If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment

ABOUT THE FUND

Objective: To provide long term capital appreciation / income from a dynamic mix of equity and debt investments. However, there can be no assurance that the investment objective of the Scheme will be realized

SBI Balanced Advantage Fund Direct Growth is an Allocation - Dynamic Asset Allocation fund. The fund was launched in Aug 31, 2021. Its risk level is Very High. The NAV of the fund as on Feb 25, 2025 is ₹14.82. Its expense ratio is 0.75 %. The fund has an AUM of ₹33,308.58 Cr.The fund is managed by Dinesh Balachandran, Mohit Jain, Dinesh Ahuja, Pradeep Kesavan, Rajeev Radhakrishnan, Mansi Sajeja, Anup Upadhyay. The minimum initial investment is ₹5000 in Lumpsum mode.

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FUND MANAGER

Dinesh Ahuja
i
Lead Fund Manager.
Aug 31, 2021- Present
  • Schemes managed 16
  • Total AUM ₹ 1,52,195.84 Cr
  • Highest Return In 1 Yr 18.57 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
--
₹39.97
-5.57%
--
Very High Risk
₹3,124.02Cr
SBI Retirement Benefit Fund - Conservative Plan Direct Growth SBI Retirement Benefit Fund - Conservative Plan Direct Growth
--
₹13.86
0.69%
--
Moderately High risk
₹174.71Cr
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
--
₹14.82
-1.14%
-2.46%
Very High Risk
₹33,308.58Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
--
₹39.97
-5.70%
--
Very High Risk
₹3,124.02Cr
SBI Retirement Benefit Fund - Conservative Plan Direct Growth SBI Retirement Benefit Fund - Conservative Plan Direct Growth
--
₹13.86
0.96%
--
Moderately High risk
₹174.71Cr
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
--
₹14.82
-2.46%
-5.41%
Very High Risk
₹33,308.58Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
--
₹39.97
-7.23%
--
Very High Risk
₹3,124.02Cr
SBI Retirement Benefit Fund - Conservative Plan Direct Growth SBI Retirement Benefit Fund - Conservative Plan Direct Growth
--
₹13.86
0.09%
--
Moderately High risk
₹174.71Cr
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
--
₹14.82
-2.72%
-6.73%
Very High Risk
₹33,308.58Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
₹39.97
18.57%
--
Very High Risk
₹3,124.02Cr
SBI Retirement Benefit Fund - Conservative Plan Direct Growth SBI Retirement Benefit Fund - Conservative Plan Direct Growth
₹13.86
6.41%
--
Moderately High risk
₹174.71Cr
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
₹14.82
6.62%
3.14%
Very High Risk
₹33,308.58Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
--
₹39.97
20.49%
--
Very High Risk
₹3,124.02Cr
SBI Retirement Benefit Fund - Conservative Plan Direct Growth SBI Retirement Benefit Fund - Conservative Plan Direct Growth
--
₹13.86
8.63%
--
Moderately High risk
₹174.71Cr
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
--
₹14.82
13.60%
10.86%
Very High Risk
₹33,308.58Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
--
₹39.97
--
--
Very High Risk
₹3,124.02Cr
SBI Retirement Benefit Fund - Conservative Plan Direct Growth SBI Retirement Benefit Fund - Conservative Plan Direct Growth
--
₹13.86
--
--
Moderately High risk
₹174.71Cr
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
--
₹14.82
--
11.31%
Very High Risk
₹33,308.58Cr
1M 3M 6M 1Y 3Y 5Y
SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
Very High Risk --
  • NAV ₹39.97
  • Fund Size ₹3,124.02Cr
Fund Return -5.57%
Category Return --
SBI Retirement Benefit Fund - Conservative Plan Direct Growth SBI Retirement Benefit Fund - Conservative Plan Direct Growth
Moderately High risk --
  • NAV ₹13.86
  • Fund Size ₹174.71Cr
Fund Return -0.69%
Category Return --
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.82
  • Fund Size ₹33,308.58Cr
Fund Return -1.14%
Category Return -2.46%
SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
Very High Risk --
  • NAV ₹39.97
  • Fund Size ₹3,124.02Cr
Fund Return -5.70%
Category Return --
SBI Retirement Benefit Fund - Conservative Plan Direct Growth SBI Retirement Benefit Fund - Conservative Plan Direct Growth
Moderately High risk --
  • NAV ₹13.86
  • Fund Size ₹174.71Cr
Fund Return -0.96%
Category Return --
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.82
  • Fund Size ₹33,308.58Cr
Fund Return -2.46%
Category Return -5.41%
SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
Very High Risk --
  • NAV ₹39.97
  • Fund Size ₹3,124.02Cr
Fund Return -7.23%
Category Return --
SBI Retirement Benefit Fund - Conservative Plan Direct Growth SBI Retirement Benefit Fund - Conservative Plan Direct Growth
Moderately High risk --
  • NAV ₹13.86
  • Fund Size ₹174.71Cr
Fund Return -0.09%
Category Return --
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.82
  • Fund Size ₹33,308.58Cr
Fund Return -2.72%
Category Return -6.73%
SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
Very High Risk --
  • NAV ₹39.97
  • Fund Size ₹3,124.02Cr
Fund Return 18.57%
Category Return --
SBI Retirement Benefit Fund - Conservative Plan Direct Growth SBI Retirement Benefit Fund - Conservative Plan Direct Growth
Moderately High risk --
  • NAV ₹13.86
  • Fund Size ₹174.71Cr
Fund Return 6.41%
Category Return --
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.82
  • Fund Size ₹33,308.58Cr
Fund Return 6.62%
Category Return 3.14%
SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
Very High Risk --
  • NAV ₹39.97
  • Fund Size ₹3,124.02Cr
Fund Return 20.49%
Category Return --
SBI Retirement Benefit Fund - Conservative Plan Direct Growth SBI Retirement Benefit Fund - Conservative Plan Direct Growth
Moderately High risk --
  • NAV ₹13.86
  • Fund Size ₹174.71Cr
Fund Return 8.63%
Category Return --
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.82
  • Fund Size ₹33,308.58Cr
Fund Return 13.60%
Category Return 10.86%
SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
Very High Risk --
  • NAV ₹39.97
  • Fund Size ₹3,124.02Cr
Fund Return --
Category Return --
SBI Retirement Benefit Fund - Conservative Plan Direct Growth SBI Retirement Benefit Fund - Conservative Plan Direct Growth
Moderately High risk --
  • NAV ₹13.86
  • Fund Size ₹174.71Cr
Fund Return --
Category Return --
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.82
  • Fund Size ₹33,308.58Cr
Fund Return --
Category Return 11.31%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Dinesh Balachandran
Aug 31, 2021- Present
  • Schemes managed 6
  • Total AUM ₹ 1,31,599.59 Cr
  • Highest Return In 1 Yr 9.63 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
--
₹14.82
-1.14%
-2.46%
Very High Risk
₹33,308.58Cr
SBI Multi Asset Allocation Fund Direct Plan Growth SBI Multi Asset Allocation Fund Direct Plan Growth
₹59.85
0.82%
--
Very High Risk
₹7,140.71Cr
SBI Long Term Equity Fund Direct Growth SBI Long Term Equity Fund Direct Growth
₹425.81
-3.42%
-4.66%
Very High Risk
₹27,305.51Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
--
₹14.82
-2.46%
-5.41%
Very High Risk
₹33,308.58Cr
SBI Multi Asset Allocation Fund Direct Plan Growth SBI Multi Asset Allocation Fund Direct Plan Growth
₹59.85
-1.91%
--
Very High Risk
₹7,140.71Cr
SBI Long Term Equity Fund Direct Growth SBI Long Term Equity Fund Direct Growth
₹425.81
-8.23%
-10.52%
Very High Risk
₹27,305.51Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
--
₹14.82
-2.72%
-6.73%
Very High Risk
₹33,308.58Cr
SBI Multi Asset Allocation Fund Direct Plan Growth SBI Multi Asset Allocation Fund Direct Plan Growth
₹59.85
-1.56%
--
Very High Risk
₹7,140.71Cr
SBI Long Term Equity Fund Direct Growth SBI Long Term Equity Fund Direct Growth
₹425.81
-10.41%
-12.35%
Very High Risk
₹27,305.51Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
₹14.82
6.62%
3.14%
Very High Risk
₹33,308.58Cr
SBI Multi Asset Allocation Fund Direct Plan Growth SBI Multi Asset Allocation Fund Direct Plan Growth
₹59.85
9.63%
--
Very High Risk
₹7,140.71Cr
SBI Long Term Equity Fund Direct Growth SBI Long Term Equity Fund Direct Growth
₹425.81
7.55%
2.38%
Very High Risk
₹27,305.51Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
--
₹14.82
13.60%
10.86%
Very High Risk
₹33,308.58Cr
SBI Multi Asset Allocation Fund Direct Plan Growth SBI Multi Asset Allocation Fund Direct Plan Growth
₹59.85
14.65%
--
Very High Risk
₹7,140.71Cr
SBI Long Term Equity Fund Direct Growth SBI Long Term Equity Fund Direct Growth
₹425.81
24.63%
14.70%
Very High Risk
₹27,305.51Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
--
₹14.82
--
11.31%
Very High Risk
₹33,308.58Cr
SBI Multi Asset Allocation Fund Direct Plan Growth SBI Multi Asset Allocation Fund Direct Plan Growth
₹59.85
14.04%
--
Very High Risk
₹7,140.71Cr
SBI Long Term Equity Fund Direct Growth SBI Long Term Equity Fund Direct Growth
₹425.81
23.29%
16.84%
Very High Risk
₹27,305.51Cr
1M 3M 6M 1Y 3Y 5Y
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.82
  • Fund Size ₹33,308.58Cr
Fund Return -1.14%
Category Return -2.46%
SBI Multi Asset Allocation Fund Direct Plan Growth SBI Multi Asset Allocation Fund Direct Plan Growth
Very High Risk
  • NAV ₹59.85
  • Fund Size ₹7,140.71Cr
Fund Return -0.82%
Category Return --
SBI Long Term Equity Fund Direct Growth SBI Long Term Equity Fund Direct Growth
Very High Risk
  • NAV ₹425.81
  • Fund Size ₹27,305.51Cr
Fund Return -3.42%
Category Return -4.66%
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.82
  • Fund Size ₹33,308.58Cr
Fund Return -2.46%
Category Return -5.41%
SBI Multi Asset Allocation Fund Direct Plan Growth SBI Multi Asset Allocation Fund Direct Plan Growth
Very High Risk
  • NAV ₹59.85
  • Fund Size ₹7,140.71Cr
Fund Return -1.91%
Category Return --
SBI Long Term Equity Fund Direct Growth SBI Long Term Equity Fund Direct Growth
Very High Risk
  • NAV ₹425.81
  • Fund Size ₹27,305.51Cr
Fund Return -8.23%
Category Return -10.52%
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.82
  • Fund Size ₹33,308.58Cr
Fund Return -2.72%
Category Return -6.73%
SBI Multi Asset Allocation Fund Direct Plan Growth SBI Multi Asset Allocation Fund Direct Plan Growth
Very High Risk
  • NAV ₹59.85
  • Fund Size ₹7,140.71Cr
Fund Return -1.56%
Category Return --
SBI Long Term Equity Fund Direct Growth SBI Long Term Equity Fund Direct Growth
Very High Risk
  • NAV ₹425.81
  • Fund Size ₹27,305.51Cr
Fund Return -10.41%
Category Return -12.35%
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.82
  • Fund Size ₹33,308.58Cr
Fund Return 6.62%
Category Return 3.14%
SBI Multi Asset Allocation Fund Direct Plan Growth SBI Multi Asset Allocation Fund Direct Plan Growth
Very High Risk
  • NAV ₹59.85
  • Fund Size ₹7,140.71Cr
Fund Return 9.63%
Category Return --
SBI Long Term Equity Fund Direct Growth SBI Long Term Equity Fund Direct Growth
Very High Risk
  • NAV ₹425.81
  • Fund Size ₹27,305.51Cr
Fund Return 7.55%
Category Return 2.38%
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.82
  • Fund Size ₹33,308.58Cr
Fund Return 13.60%
Category Return 10.86%
SBI Multi Asset Allocation Fund Direct Plan Growth SBI Multi Asset Allocation Fund Direct Plan Growth
Very High Risk
  • NAV ₹59.85
  • Fund Size ₹7,140.71Cr
Fund Return 14.65%
Category Return --
SBI Long Term Equity Fund Direct Growth SBI Long Term Equity Fund Direct Growth
Very High Risk
  • NAV ₹425.81
  • Fund Size ₹27,305.51Cr
Fund Return 24.63%
Category Return 14.70%
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.82
  • Fund Size ₹33,308.58Cr
Fund Return --
Category Return 11.31%
SBI Multi Asset Allocation Fund Direct Plan Growth SBI Multi Asset Allocation Fund Direct Plan Growth
Very High Risk
  • NAV ₹59.85
  • Fund Size ₹7,140.71Cr
Fund Return 14.04%
Category Return --
SBI Long Term Equity Fund Direct Growth SBI Long Term Equity Fund Direct Growth
Very High Risk
  • NAV ₹425.81
  • Fund Size ₹27,305.51Cr
Fund Return 23.29%
Category Return 16.84%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Mohit Jain
Aug 31, 2021- Present
  • Schemes managed 43
  • Total AUM ₹ 5,43,493.29 Cr
  • Highest Return In 1 Yr 18.57 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
--
₹39.97
-5.57%
--
Very High Risk
₹3,124.02Cr
SBI Multicap Fund Direct Growth SBI Multicap Fund Direct Growth
--
₹15.45
-4.78%
-5.56%
Very High Risk
₹18,769.04Cr
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
--
₹14.82
-1.14%
-2.46%
Very High Risk
₹33,308.58Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
--
₹39.97
-5.70%
--
Very High Risk
₹3,124.02Cr
SBI Multicap Fund Direct Growth SBI Multicap Fund Direct Growth
--
₹15.45
-7.56%
-11.29%
Very High Risk
₹18,769.04Cr
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
--
₹14.82
-2.46%
-5.41%
Very High Risk
₹33,308.58Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
--
₹39.97
-7.23%
--
Very High Risk
₹3,124.02Cr
SBI Multicap Fund Direct Growth SBI Multicap Fund Direct Growth
--
₹15.45
-8.15%
-13.26%
Very High Risk
₹18,769.04Cr
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
--
₹14.82
-2.72%
-6.73%
Very High Risk
₹33,308.58Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
₹39.97
18.57%
--
Very High Risk
₹3,124.02Cr
SBI Multicap Fund Direct Growth SBI Multicap Fund Direct Growth
₹15.45
10.92%
2.81%
Very High Risk
₹18,769.04Cr
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
₹14.82
6.62%
3.14%
Very High Risk
₹33,308.58Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
--
₹39.97
20.49%
--
Very High Risk
₹3,124.02Cr
SBI Multicap Fund Direct Growth SBI Multicap Fund Direct Growth
--
₹15.45
--
17.56%
Very High Risk
₹18,769.04Cr
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
--
₹14.82
13.60%
10.86%
Very High Risk
₹33,308.58Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
--
₹39.97
--
--
Very High Risk
₹3,124.02Cr
SBI Multicap Fund Direct Growth SBI Multicap Fund Direct Growth
--
₹15.45
--
19.51%
Very High Risk
₹18,769.04Cr
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
--
₹14.82
--
11.31%
Very High Risk
₹33,308.58Cr
1M 3M 6M 1Y 3Y 5Y
SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
Very High Risk --
  • NAV ₹39.97
  • Fund Size ₹3,124.02Cr
Fund Return -5.57%
Category Return --
SBI Multicap Fund Direct Growth SBI Multicap Fund Direct Growth
Very High Risk --
  • NAV ₹15.45
  • Fund Size ₹18,769.04Cr
Fund Return -4.78%
Category Return -5.56%
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.82
  • Fund Size ₹33,308.58Cr
Fund Return -1.14%
Category Return -2.46%
SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
Very High Risk --
  • NAV ₹39.97
  • Fund Size ₹3,124.02Cr
Fund Return -5.70%
Category Return --
SBI Multicap Fund Direct Growth SBI Multicap Fund Direct Growth
Very High Risk --
  • NAV ₹15.45
  • Fund Size ₹18,769.04Cr
Fund Return -7.56%
Category Return -11.29%
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.82
  • Fund Size ₹33,308.58Cr
Fund Return -2.46%
Category Return -5.41%
SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
Very High Risk --
  • NAV ₹39.97
  • Fund Size ₹3,124.02Cr
Fund Return -7.23%
Category Return --
SBI Multicap Fund Direct Growth SBI Multicap Fund Direct Growth
Very High Risk --
  • NAV ₹15.45
  • Fund Size ₹18,769.04Cr
Fund Return -8.15%
Category Return -13.26%
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.82
  • Fund Size ₹33,308.58Cr
Fund Return -2.72%
Category Return -6.73%
SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
Very High Risk --
  • NAV ₹39.97
  • Fund Size ₹3,124.02Cr
Fund Return 18.57%
Category Return --
SBI Multicap Fund Direct Growth SBI Multicap Fund Direct Growth
Very High Risk --
  • NAV ₹15.45
  • Fund Size ₹18,769.04Cr
Fund Return 10.92%
Category Return 2.81%
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.82
  • Fund Size ₹33,308.58Cr
Fund Return 6.62%
Category Return 3.14%
SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
Very High Risk --
  • NAV ₹39.97
  • Fund Size ₹3,124.02Cr
Fund Return 20.49%
Category Return --
SBI Multicap Fund Direct Growth SBI Multicap Fund Direct Growth
Very High Risk --
  • NAV ₹15.45
  • Fund Size ₹18,769.04Cr
Fund Return --
Category Return 17.56%
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.82
  • Fund Size ₹33,308.58Cr
Fund Return 13.60%
Category Return 10.86%
SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
Very High Risk --
  • NAV ₹39.97
  • Fund Size ₹3,124.02Cr
Fund Return --
Category Return --
SBI Multicap Fund Direct Growth SBI Multicap Fund Direct Growth
Very High Risk --
  • NAV ₹15.45
  • Fund Size ₹18,769.04Cr
Fund Return --
Category Return 19.51%
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.82
  • Fund Size ₹33,308.58Cr
Fund Return --
Category Return 11.31%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Pradeep Kesavan
Dec 1, 2023- Present
  • Schemes managed 46
  • Total AUM ₹ 5,66,442.33 Cr
  • Highest Return In 1 Yr 18.57 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Credit Risk Fund Direct Plan Growth SBI Credit Risk Fund Direct Plan Growth
₹47.54
0.65%
0.86%
Moderately High risk
₹2,266.46Cr
SBI Savings Fund Direct Plan Growth SBI Savings Fund Direct Plan Growth
₹43.21
0.67%
0.51%
Moderate Risk
₹27,466.82Cr
SBI Short Term Debt Fund Direct Growth SBI Short Term Debt Fund Direct Growth
₹32.93
0.67%
0.55%
Moderate Risk
₹13,522.75Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Credit Risk Fund Direct Plan Growth SBI Credit Risk Fund Direct Plan Growth
₹47.54
1.98%
1.83%
Moderately High risk
₹2,266.46Cr
SBI Savings Fund Direct Plan Growth SBI Savings Fund Direct Plan Growth
₹43.21
1.80%
1.57%
Moderate Risk
₹27,466.82Cr
SBI Short Term Debt Fund Direct Growth SBI Short Term Debt Fund Direct Growth
₹32.93
1.92%
1.60%
Moderate Risk
₹13,522.75Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Credit Risk Fund Direct Plan Growth SBI Credit Risk Fund Direct Plan Growth
₹47.54
4.00%
3.85%
Moderately High risk
₹2,266.46Cr
SBI Savings Fund Direct Plan Growth SBI Savings Fund Direct Plan Growth
₹43.21
3.73%
3.15%
Moderate Risk
₹27,466.82Cr
SBI Short Term Debt Fund Direct Growth SBI Short Term Debt Fund Direct Growth
₹32.93
3.96%
3.51%
Moderate Risk
₹13,522.75Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Credit Risk Fund Direct Plan Growth SBI Credit Risk Fund Direct Plan Growth
₹47.54
8.69%
8.11%
Moderately High risk
₹2,266.46Cr
SBI Savings Fund Direct Plan Growth SBI Savings Fund Direct Plan Growth
₹43.21
7.78%
6.39%
Moderate Risk
₹27,466.82Cr
SBI Short Term Debt Fund Direct Growth SBI Short Term Debt Fund Direct Growth
₹32.93
8.27%
7.58%
Moderate Risk
₹13,522.75Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Credit Risk Fund Direct Plan Growth SBI Credit Risk Fund Direct Plan Growth
₹47.54
7.67%
9.24%
Moderately High risk
₹2,266.46Cr
SBI Savings Fund Direct Plan Growth SBI Savings Fund Direct Plan Growth
₹43.21
6.86%
6.29%
Moderate Risk
₹27,466.82Cr
SBI Short Term Debt Fund Direct Growth SBI Short Term Debt Fund Direct Growth
₹32.93
6.68%
6.39%
Moderate Risk
₹13,522.75Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Credit Risk Fund Direct Plan Growth SBI Credit Risk Fund Direct Plan Growth
₹47.54
7.51%
6.87%
Moderately High risk
₹2,266.46Cr
SBI Savings Fund Direct Plan Growth SBI Savings Fund Direct Plan Growth
₹43.21
6.06%
5.53%
Moderate Risk
₹27,466.82Cr
SBI Short Term Debt Fund Direct Growth SBI Short Term Debt Fund Direct Growth
₹32.93
6.46%
6.17%
Moderate Risk
₹13,522.75Cr
1M 3M 6M 1Y 3Y 5Y
SBI Credit Risk Fund Direct Plan Growth SBI Credit Risk Fund Direct Plan Growth
Moderately High risk
  • NAV ₹47.54
  • Fund Size ₹2,266.46Cr
Fund Return 0.65%
Category Return 0.86%
SBI Savings Fund Direct Plan Growth SBI Savings Fund Direct Plan Growth
Moderate Risk
  • NAV ₹43.21
  • Fund Size ₹27,466.82Cr
Fund Return 0.67%
Category Return 0.51%
SBI Short Term Debt Fund Direct Growth SBI Short Term Debt Fund Direct Growth
Moderate Risk
  • NAV ₹32.93
  • Fund Size ₹13,522.75Cr
Fund Return 0.67%
Category Return 0.55%
SBI Credit Risk Fund Direct Plan Growth SBI Credit Risk Fund Direct Plan Growth
Moderately High risk
  • NAV ₹47.54
  • Fund Size ₹2,266.46Cr
Fund Return 1.98%
Category Return 1.83%
SBI Savings Fund Direct Plan Growth SBI Savings Fund Direct Plan Growth
Moderate Risk
  • NAV ₹43.21
  • Fund Size ₹27,466.82Cr
Fund Return 1.80%
Category Return 1.57%
SBI Short Term Debt Fund Direct Growth SBI Short Term Debt Fund Direct Growth
Moderate Risk
  • NAV ₹32.93
  • Fund Size ₹13,522.75Cr
Fund Return 1.92%
Category Return 1.60%
SBI Credit Risk Fund Direct Plan Growth SBI Credit Risk Fund Direct Plan Growth
Moderately High risk
  • NAV ₹47.54
  • Fund Size ₹2,266.46Cr
Fund Return 4.00%
Category Return 3.85%
SBI Savings Fund Direct Plan Growth SBI Savings Fund Direct Plan Growth
Moderate Risk
  • NAV ₹43.21
  • Fund Size ₹27,466.82Cr
Fund Return 3.73%
Category Return 3.15%
SBI Short Term Debt Fund Direct Growth SBI Short Term Debt Fund Direct Growth
Moderate Risk
  • NAV ₹32.93
  • Fund Size ₹13,522.75Cr
Fund Return 3.96%
Category Return 3.51%
SBI Credit Risk Fund Direct Plan Growth SBI Credit Risk Fund Direct Plan Growth
Moderately High risk
  • NAV ₹47.54
  • Fund Size ₹2,266.46Cr
Fund Return 8.69%
Category Return 8.11%
SBI Savings Fund Direct Plan Growth SBI Savings Fund Direct Plan Growth
Moderate Risk
  • NAV ₹43.21
  • Fund Size ₹27,466.82Cr
Fund Return 7.78%
Category Return 6.39%
SBI Short Term Debt Fund Direct Growth SBI Short Term Debt Fund Direct Growth
Moderate Risk
  • NAV ₹32.93
  • Fund Size ₹13,522.75Cr
Fund Return 8.27%
Category Return 7.58%
SBI Credit Risk Fund Direct Plan Growth SBI Credit Risk Fund Direct Plan Growth
Moderately High risk
  • NAV ₹47.54
  • Fund Size ₹2,266.46Cr
Fund Return 7.67%
Category Return 9.24%
SBI Savings Fund Direct Plan Growth SBI Savings Fund Direct Plan Growth
Moderate Risk
  • NAV ₹43.21
  • Fund Size ₹27,466.82Cr
Fund Return 6.86%
Category Return 6.29%
SBI Short Term Debt Fund Direct Growth SBI Short Term Debt Fund Direct Growth
Moderate Risk
  • NAV ₹32.93
  • Fund Size ₹13,522.75Cr
Fund Return 6.68%
Category Return 6.39%
SBI Credit Risk Fund Direct Plan Growth SBI Credit Risk Fund Direct Plan Growth
Moderately High risk
  • NAV ₹47.54
  • Fund Size ₹2,266.46Cr
Fund Return 7.51%
Category Return 6.87%
SBI Savings Fund Direct Plan Growth SBI Savings Fund Direct Plan Growth
Moderate Risk
  • NAV ₹43.21
  • Fund Size ₹27,466.82Cr
Fund Return 6.06%
Category Return 5.53%
SBI Short Term Debt Fund Direct Growth SBI Short Term Debt Fund Direct Growth
Moderate Risk
  • NAV ₹32.93
  • Fund Size ₹13,522.75Cr
Fund Return 6.46%
Category Return 6.17%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Rajeev Radhakrishnan
Dec 1, 2023- Present
  • Schemes managed 22
  • Total AUM ₹ 2,94,726.97 Cr
  • Highest Return In 1 Yr 18.57 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Corporate Bond Fund Direct Growth SBI Corporate Bond Fund Direct Growth
₹15.41
0.71%
0.54%
Moderate Risk
₹20,302.63Cr
SBI Banking and PSU Fund Direct Plan Growth SBI Banking and PSU Fund Direct Plan Growth
₹3,195.44
0.62%
0.50%
Low to Moderate Risk
₹3,787.30Cr
SBI Magnum Low Duration Fund Direct Plan Growth SBI Magnum Low Duration Fund Direct Plan Growth
₹3,525.99
0.66%
0.48%
Moderate Risk
₹12,253.87Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Corporate Bond Fund Direct Growth SBI Corporate Bond Fund Direct Growth
₹15.41
1.87%
1.53%
Moderate Risk
₹20,302.63Cr
SBI Banking and PSU Fund Direct Plan Growth SBI Banking and PSU Fund Direct Plan Growth
₹3,195.44
1.84%
1.46%
Low to Moderate Risk
₹3,787.30Cr
SBI Magnum Low Duration Fund Direct Plan Growth SBI Magnum Low Duration Fund Direct Plan Growth
₹3,525.99
1.73%
1.29%
Moderate Risk
₹12,253.87Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Corporate Bond Fund Direct Growth SBI Corporate Bond Fund Direct Growth
₹15.41
4.00%
3.35%
Moderate Risk
₹20,302.63Cr
SBI Banking and PSU Fund Direct Plan Growth SBI Banking and PSU Fund Direct Plan Growth
₹3,195.44
3.76%
3.25%
Low to Moderate Risk
₹3,787.30Cr
SBI Magnum Low Duration Fund Direct Plan Growth SBI Magnum Low Duration Fund Direct Plan Growth
₹3,525.99
3.70%
3.12%
Moderate Risk
₹12,253.87Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Corporate Bond Fund Direct Growth SBI Corporate Bond Fund Direct Growth
₹15.41
8.36%
7.52%
Moderate Risk
₹20,302.63Cr
SBI Banking and PSU Fund Direct Plan Growth SBI Banking and PSU Fund Direct Plan Growth
₹3,195.44
7.97%
7.11%
Low to Moderate Risk
₹3,787.30Cr
SBI Magnum Low Duration Fund Direct Plan Growth SBI Magnum Low Duration Fund Direct Plan Growth
₹3,525.99
7.86%
6.99%
Moderate Risk
₹12,253.87Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Corporate Bond Fund Direct Growth SBI Corporate Bond Fund Direct Growth
₹15.41
6.58%
6.09%
Moderate Risk
₹20,302.63Cr
SBI Banking and PSU Fund Direct Plan Growth SBI Banking and PSU Fund Direct Plan Growth
₹3,195.44
6.33%
5.97%
Low to Moderate Risk
₹3,787.30Cr
SBI Magnum Low Duration Fund Direct Plan Growth SBI Magnum Low Duration Fund Direct Plan Growth
₹3,525.99
6.77%
6.20%
Moderate Risk
₹12,253.87Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Corporate Bond Fund Direct Growth SBI Corporate Bond Fund Direct Growth
₹15.41
6.51%
6.08%
Moderate Risk
₹20,302.63Cr
SBI Banking and PSU Fund Direct Plan Growth SBI Banking and PSU Fund Direct Plan Growth
₹3,195.44
6.23%
5.92%
Low to Moderate Risk
₹3,787.30Cr
SBI Magnum Low Duration Fund Direct Plan Growth SBI Magnum Low Duration Fund Direct Plan Growth
₹3,525.99
6.15%
5.93%
Moderate Risk
₹12,253.87Cr
1M 3M 6M 1Y 3Y 5Y
SBI Corporate Bond Fund Direct Growth SBI Corporate Bond Fund Direct Growth
Moderate Risk
  • NAV ₹15.41
  • Fund Size ₹20,302.63Cr
Fund Return 0.71%
Category Return 0.54%
SBI Banking and PSU Fund Direct Plan Growth SBI Banking and PSU Fund Direct Plan Growth
Low to Moderate Risk
  • NAV ₹3,195.44
  • Fund Size ₹3,787.30Cr
Fund Return 0.62%
Category Return 0.50%
SBI Magnum Low Duration Fund Direct Plan Growth SBI Magnum Low Duration Fund Direct Plan Growth
Moderate Risk
  • NAV ₹3,525.99
  • Fund Size ₹12,253.87Cr
Fund Return 0.66%
Category Return 0.48%
SBI Corporate Bond Fund Direct Growth SBI Corporate Bond Fund Direct Growth
Moderate Risk
  • NAV ₹15.41
  • Fund Size ₹20,302.63Cr
Fund Return 1.87%
Category Return 1.53%
SBI Banking and PSU Fund Direct Plan Growth SBI Banking and PSU Fund Direct Plan Growth
Low to Moderate Risk
  • NAV ₹3,195.44
  • Fund Size ₹3,787.30Cr
Fund Return 1.84%
Category Return 1.46%
SBI Magnum Low Duration Fund Direct Plan Growth SBI Magnum Low Duration Fund Direct Plan Growth
Moderate Risk
  • NAV ₹3,525.99
  • Fund Size ₹12,253.87Cr
Fund Return 1.73%
Category Return 1.29%
SBI Corporate Bond Fund Direct Growth SBI Corporate Bond Fund Direct Growth
Moderate Risk
  • NAV ₹15.41
  • Fund Size ₹20,302.63Cr
Fund Return 4.00%
Category Return 3.35%
SBI Banking and PSU Fund Direct Plan Growth SBI Banking and PSU Fund Direct Plan Growth
Low to Moderate Risk
  • NAV ₹3,195.44
  • Fund Size ₹3,787.30Cr
Fund Return 3.76%
Category Return 3.25%
SBI Magnum Low Duration Fund Direct Plan Growth SBI Magnum Low Duration Fund Direct Plan Growth
Moderate Risk
  • NAV ₹3,525.99
  • Fund Size ₹12,253.87Cr
Fund Return 3.70%
Category Return 3.12%
SBI Corporate Bond Fund Direct Growth SBI Corporate Bond Fund Direct Growth
Moderate Risk
  • NAV ₹15.41
  • Fund Size ₹20,302.63Cr
Fund Return 8.36%
Category Return 7.52%
SBI Banking and PSU Fund Direct Plan Growth SBI Banking and PSU Fund Direct Plan Growth
Low to Moderate Risk
  • NAV ₹3,195.44
  • Fund Size ₹3,787.30Cr
Fund Return 7.97%
Category Return 7.11%
SBI Magnum Low Duration Fund Direct Plan Growth SBI Magnum Low Duration Fund Direct Plan Growth
Moderate Risk
  • NAV ₹3,525.99
  • Fund Size ₹12,253.87Cr
Fund Return 7.86%
Category Return 6.99%
SBI Corporate Bond Fund Direct Growth SBI Corporate Bond Fund Direct Growth
Moderate Risk
  • NAV ₹15.41
  • Fund Size ₹20,302.63Cr
Fund Return 6.58%
Category Return 6.09%
SBI Banking and PSU Fund Direct Plan Growth SBI Banking and PSU Fund Direct Plan Growth
Low to Moderate Risk
  • NAV ₹3,195.44
  • Fund Size ₹3,787.30Cr
Fund Return 6.33%
Category Return 5.97%
SBI Magnum Low Duration Fund Direct Plan Growth SBI Magnum Low Duration Fund Direct Plan Growth
Moderate Risk
  • NAV ₹3,525.99
  • Fund Size ₹12,253.87Cr
Fund Return 6.77%
Category Return 6.20%
SBI Corporate Bond Fund Direct Growth SBI Corporate Bond Fund Direct Growth
Moderate Risk
  • NAV ₹15.41
  • Fund Size ₹20,302.63Cr
Fund Return 6.51%
Category Return 6.08%
SBI Banking and PSU Fund Direct Plan Growth SBI Banking and PSU Fund Direct Plan Growth
Low to Moderate Risk
  • NAV ₹3,195.44
  • Fund Size ₹3,787.30Cr
Fund Return 6.23%
Category Return 5.92%
SBI Magnum Low Duration Fund Direct Plan Growth SBI Magnum Low Duration Fund Direct Plan Growth
Moderate Risk
  • NAV ₹3,525.99
  • Fund Size ₹12,253.87Cr
Fund Return 6.15%
Category Return 5.93%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Mansi Sajeja
Dec 1, 2023- Present
  • Schemes managed 6
  • Total AUM ₹ 1,40,580.81 Cr
  • Highest Return In 1 Yr 9.63 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Conservative Hybrid Fund Direct Plan Growth SBI Conservative Hybrid Fund Direct Plan Growth
₹74.66
0.65%
0.85%
Moderately High risk
₹9,760.98Cr
SBI Equity Savings Direct Growth SBI Equity Savings Direct Growth
₹24.40
-2.17%
-1.68%
High Risk
₹5,705.20Cr
SBI Short Term Debt Fund Direct Growth SBI Short Term Debt Fund Direct Growth
₹32.93
0.67%
0.55%
Moderate Risk
₹13,522.75Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Conservative Hybrid Fund Direct Plan Growth SBI Conservative Hybrid Fund Direct Plan Growth
₹74.66
-1.56%
-1.46%
Moderately High risk
₹9,760.98Cr
SBI Equity Savings Direct Growth SBI Equity Savings Direct Growth
₹24.40
-3.86%
-2.46%
High Risk
₹5,705.20Cr
SBI Short Term Debt Fund Direct Growth SBI Short Term Debt Fund Direct Growth
₹32.93
1.92%
1.60%
Moderate Risk
₹13,522.75Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Conservative Hybrid Fund Direct Plan Growth SBI Conservative Hybrid Fund Direct Plan Growth
₹74.66
0.81%
0.63%
Moderately High risk
₹9,760.98Cr
SBI Equity Savings Direct Growth SBI Equity Savings Direct Growth
₹24.40
-2.41%
-2.13%
High Risk
₹5,705.20Cr
SBI Short Term Debt Fund Direct Growth SBI Short Term Debt Fund Direct Growth
₹32.93
3.96%
3.51%
Moderate Risk
₹13,522.75Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Conservative Hybrid Fund Direct Plan Growth SBI Conservative Hybrid Fund Direct Plan Growth
₹74.66
7.29%
6.27%
Moderately High risk
₹9,760.98Cr
SBI Equity Savings Direct Growth SBI Equity Savings Direct Growth
₹24.40
4.67%
5.29%
High Risk
₹5,705.20Cr
SBI Short Term Debt Fund Direct Growth SBI Short Term Debt Fund Direct Growth
₹32.93
8.27%
7.58%
Moderate Risk
₹13,522.75Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Conservative Hybrid Fund Direct Plan Growth SBI Conservative Hybrid Fund Direct Plan Growth
₹74.66
9.62%
8.28%
Moderately High risk
₹9,760.98Cr
SBI Equity Savings Direct Growth SBI Equity Savings Direct Growth
₹24.40
9.63%
8.50%
High Risk
₹5,705.20Cr
SBI Short Term Debt Fund Direct Growth SBI Short Term Debt Fund Direct Growth
₹32.93
6.68%
6.39%
Moderate Risk
₹13,522.75Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Conservative Hybrid Fund Direct Plan Growth SBI Conservative Hybrid Fund Direct Plan Growth
₹74.66
10.80%
8.52%
Moderately High risk
₹9,760.98Cr
SBI Equity Savings Direct Growth SBI Equity Savings Direct Growth
₹24.40
10.71%
9.28%
High Risk
₹5,705.20Cr
SBI Short Term Debt Fund Direct Growth SBI Short Term Debt Fund Direct Growth
₹32.93
6.46%
6.17%
Moderate Risk
₹13,522.75Cr
1M 3M 6M 1Y 3Y 5Y
SBI Conservative Hybrid Fund Direct Plan Growth SBI Conservative Hybrid Fund Direct Plan Growth
Moderately High risk
  • NAV ₹74.66
  • Fund Size ₹9,760.98Cr
Fund Return -0.65%
Category Return 0.85%
SBI Equity Savings Direct Growth SBI Equity Savings Direct Growth
High Risk
  • NAV ₹24.40
  • Fund Size ₹5,705.20Cr
Fund Return -2.17%
Category Return -1.68%
SBI Short Term Debt Fund Direct Growth SBI Short Term Debt Fund Direct Growth
Moderate Risk
  • NAV ₹32.93
  • Fund Size ₹13,522.75Cr
Fund Return 0.67%
Category Return 0.55%
SBI Conservative Hybrid Fund Direct Plan Growth SBI Conservative Hybrid Fund Direct Plan Growth
Moderately High risk
  • NAV ₹74.66
  • Fund Size ₹9,760.98Cr
Fund Return -1.56%
Category Return -1.46%
SBI Equity Savings Direct Growth SBI Equity Savings Direct Growth
High Risk
  • NAV ₹24.40
  • Fund Size ₹5,705.20Cr
Fund Return -3.86%
Category Return -2.46%
SBI Short Term Debt Fund Direct Growth SBI Short Term Debt Fund Direct Growth
Moderate Risk
  • NAV ₹32.93
  • Fund Size ₹13,522.75Cr
Fund Return 1.92%
Category Return 1.60%
SBI Conservative Hybrid Fund Direct Plan Growth SBI Conservative Hybrid Fund Direct Plan Growth
Moderately High risk
  • NAV ₹74.66
  • Fund Size ₹9,760.98Cr
Fund Return -0.81%
Category Return 0.63%
SBI Equity Savings Direct Growth SBI Equity Savings Direct Growth
High Risk
  • NAV ₹24.40
  • Fund Size ₹5,705.20Cr
Fund Return -2.41%
Category Return -2.13%
SBI Short Term Debt Fund Direct Growth SBI Short Term Debt Fund Direct Growth
Moderate Risk
  • NAV ₹32.93
  • Fund Size ₹13,522.75Cr
Fund Return 3.96%
Category Return 3.51%
SBI Conservative Hybrid Fund Direct Plan Growth SBI Conservative Hybrid Fund Direct Plan Growth
Moderately High risk
  • NAV ₹74.66
  • Fund Size ₹9,760.98Cr
Fund Return 7.29%
Category Return 6.27%
SBI Equity Savings Direct Growth SBI Equity Savings Direct Growth
High Risk
  • NAV ₹24.40
  • Fund Size ₹5,705.20Cr
Fund Return 4.67%
Category Return 5.29%
SBI Short Term Debt Fund Direct Growth SBI Short Term Debt Fund Direct Growth
Moderate Risk
  • NAV ₹32.93
  • Fund Size ₹13,522.75Cr
Fund Return 8.27%
Category Return 7.58%
SBI Conservative Hybrid Fund Direct Plan Growth SBI Conservative Hybrid Fund Direct Plan Growth
Moderately High risk
  • NAV ₹74.66
  • Fund Size ₹9,760.98Cr
Fund Return 9.62%
Category Return 8.28%
SBI Equity Savings Direct Growth SBI Equity Savings Direct Growth
High Risk
  • NAV ₹24.40
  • Fund Size ₹5,705.20Cr
Fund Return 9.63%
Category Return 8.50%
SBI Short Term Debt Fund Direct Growth SBI Short Term Debt Fund Direct Growth
Moderate Risk
  • NAV ₹32.93
  • Fund Size ₹13,522.75Cr
Fund Return 6.68%
Category Return 6.39%
SBI Conservative Hybrid Fund Direct Plan Growth SBI Conservative Hybrid Fund Direct Plan Growth
Moderately High risk
  • NAV ₹74.66
  • Fund Size ₹9,760.98Cr
Fund Return 10.80%
Category Return 8.52%
SBI Equity Savings Direct Growth SBI Equity Savings Direct Growth
High Risk
  • NAV ₹24.40
  • Fund Size ₹5,705.20Cr
Fund Return 10.71%
Category Return 9.28%
SBI Short Term Debt Fund Direct Growth SBI Short Term Debt Fund Direct Growth
Moderate Risk
  • NAV ₹32.93
  • Fund Size ₹13,522.75Cr
Fund Return 6.46%
Category Return 6.17%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Anup Upadhyay
Dec 1, 2024- Present
  • Schemes managed 2
  • Total AUM ₹ 54,901.23 Cr
  • Highest Return In 1 Yr 6.62 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Flexicap Fund Direct Growth SBI Flexicap Fund Direct Growth
₹110.21
-4.45%
-4.97%
Very High Risk
₹21,592.65Cr
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
--
₹14.82
-1.14%
-2.46%
Very High Risk
₹33,308.58Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Flexicap Fund Direct Growth SBI Flexicap Fund Direct Growth
₹110.21
-7.57%
-10.96%
Very High Risk
₹21,592.65Cr
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
--
₹14.82
-2.46%
-5.41%
Very High Risk
₹33,308.58Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Flexicap Fund Direct Growth SBI Flexicap Fund Direct Growth
₹110.21
-10.13%
-12.90%
Very High Risk
₹21,592.65Cr
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
--
₹14.82
-2.72%
-6.73%
Very High Risk
₹33,308.58Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Flexicap Fund Direct Growth SBI Flexicap Fund Direct Growth
₹110.21
3.62%
2.21%
Very High Risk
₹21,592.65Cr
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
₹14.82
6.62%
3.14%
Very High Risk
₹33,308.58Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Flexicap Fund Direct Growth SBI Flexicap Fund Direct Growth
₹110.21
11.88%
13.84%
Very High Risk
₹21,592.65Cr
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
--
₹14.82
13.60%
10.86%
Very High Risk
₹33,308.58Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Flexicap Fund Direct Growth SBI Flexicap Fund Direct Growth
₹110.21
15.05%
16.19%
Very High Risk
₹21,592.65Cr
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
--
₹14.82
--
11.31%
Very High Risk
₹33,308.58Cr
1M 3M 6M 1Y 3Y 5Y
SBI Flexicap Fund Direct Growth SBI Flexicap Fund Direct Growth
Very High Risk
  • NAV ₹110.21
  • Fund Size ₹21,592.65Cr
Fund Return -4.45%
Category Return -4.97%
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.82
  • Fund Size ₹33,308.58Cr
Fund Return -1.14%
Category Return -2.46%
SBI Flexicap Fund Direct Growth SBI Flexicap Fund Direct Growth
Very High Risk
  • NAV ₹110.21
  • Fund Size ₹21,592.65Cr
Fund Return -7.57%
Category Return -10.96%
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.82
  • Fund Size ₹33,308.58Cr
Fund Return -2.46%
Category Return -5.41%
SBI Flexicap Fund Direct Growth SBI Flexicap Fund Direct Growth
Very High Risk
  • NAV ₹110.21
  • Fund Size ₹21,592.65Cr
Fund Return -10.13%
Category Return -12.90%
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.82
  • Fund Size ₹33,308.58Cr
Fund Return -2.72%
Category Return -6.73%
SBI Flexicap Fund Direct Growth SBI Flexicap Fund Direct Growth
Very High Risk
  • NAV ₹110.21
  • Fund Size ₹21,592.65Cr
Fund Return 3.62%
Category Return 2.21%
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.82
  • Fund Size ₹33,308.58Cr
Fund Return 6.62%
Category Return 3.14%
SBI Flexicap Fund Direct Growth SBI Flexicap Fund Direct Growth
Very High Risk
  • NAV ₹110.21
  • Fund Size ₹21,592.65Cr
Fund Return 11.88%
Category Return 13.84%
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.82
  • Fund Size ₹33,308.58Cr
Fund Return 13.60%
Category Return 10.86%
SBI Flexicap Fund Direct Growth SBI Flexicap Fund Direct Growth
Very High Risk
  • NAV ₹110.21
  • Fund Size ₹21,592.65Cr
Fund Return 15.05%
Category Return 16.19%
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.82
  • Fund Size ₹33,308.58Cr
Fund Return --
Category Return 11.31%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

DETAILED PORTFOLIO

As on Jan 2025
EQUITY (44.99%)
DEBT (28.39%)
CASH (26.63%)
Allocation by Market Cap

PERFORMANCE MEASURES

Fund evaluation across critical parameters for better decision making. Study period is 3 years.
  • Consistency
    i
    It represents the consistency of a fund in beating its benchmark.
    --
  • Downside Risk
    i
    Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
  • Risk Adjusted Return
    i
    Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
  • Volatility
    i
    Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
  • Upside Capture Ratio
    i
    Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    --
  • Downside Capture Ratio
    i
    Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
    --

HISTORICAL RISK MEASURES

Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
  • Alpha: Excess return of the fund over benchmark
    i
    Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
    --
    This Fund
    VS
    --
    Category Avg
  • Beta: Risk of the fund in relation to benchmark
    i
    Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
    --
    This Fund
    VS
    --
    Category Avg
  • Sortino Ratio: Return per unit of bad risk
    i
    A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
    2.22
    This Fund
    VS
    1.10
    Category Avg
  • R-Squared: How well the fund tracks benchmark
    i
    R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
    --
    This Fund
    VS
    --
    Category Avg
  • Sharpe Ratio: Risk adjusted return of the fund
    i
    Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
    1.15
    This Fund
    VS
    0.61
    Category Avg
  • Standard Devation: Volatility of the fund
    i
    Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
    6.12
    This Fund
    VS
    8.02
    Category Avg
Benchmark used in calculation : --

PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
ICICI Prudential Balanced Advantage Fund Direct Plan Growth ICICI Prudential Balanced Advantage Fund Direct Plan Growth
₹75.54
0.68%
-2.46%
High Risk
₹60,434.09 Cr
DSP Dynamic Asset Allocation Fund Direct Growth DSP Dynamic Asset Allocation Fund Direct Growth
₹29.32
0.96%
-2.46%
Moderately High risk
₹3,185.69 Cr
UTI Balanced Advantage Fund Direct Growth UTI Balanced Advantage Fund Direct Growth
--
₹12.00
-1.09%
-2.46%
Very High Risk
₹2,921.21 Cr
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
--
₹14.82
-1.14%
-2.46%
Very High Risk
₹33,308.58 Cr
ITI Balanced Advantage Fund Direct Growth ITI Balanced Advantage Fund Direct Growth
₹14.95
-1.23%
-2.46%
Very High Risk
₹378.30 Cr
Axis Balanced Advantage Fund Direct Growth Axis Balanced Advantage Fund Direct Growth
₹21.68
-1.36%
-2.46%
Moderately High risk
₹2,652.06 Cr
ICICI Prudential Balanced Advantage Fund Direct Plan Growth ICICI Prudential Balanced Advantage Fund Direct Plan Growth
HIGH RISK
  • NAV ₹75.54
  • Fund Size ₹60,434.09 Cr
Fund Return -0.68%
Category Return -2.46%
DSP Dynamic Asset Allocation Fund Direct Growth DSP Dynamic Asset Allocation Fund Direct Growth
MODERATELY HIGH RISK
  • NAV ₹29.32
  • Fund Size ₹3,185.69 Cr
Fund Return -0.96%
Category Return -2.46%
UTI Balanced Advantage Fund Direct Growth UTI Balanced Advantage Fund Direct Growth
VERY HIGH RISK --
  • NAV ₹12.00
  • Fund Size ₹2,921.21 Cr
Fund Return -1.09%
Category Return -2.46%
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
VERY HIGH RISK --
  • NAV ₹14.82
  • Fund Size ₹33,308.58 Cr
Fund Return -1.14%
Category Return -2.46%
ITI Balanced Advantage Fund Direct Growth ITI Balanced Advantage Fund Direct Growth
VERY HIGH RISK
  • NAV ₹14.95
  • Fund Size ₹378.30 Cr
Fund Return -1.23%
Category Return -2.46%
Axis Balanced Advantage Fund Direct Growth Axis Balanced Advantage Fund Direct Growth
MODERATELY HIGH RISK
  • NAV ₹21.68
  • Fund Size ₹2,652.06 Cr
Fund Return -1.36%
Category Return -2.46%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Top funds from this amc

1M 3M 6M 1Y 3Y 5Y
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Gold Fund Direct Plan Growth SBI Gold Fund Direct Plan Growth
--
₹26.87
7.50%
6.36%
High Risk
₹2,919.72 Cr
SBI Floating Rate Debt Fund Direct Growth SBI Floating Rate Debt Fund Direct Growth
--
₹13.03
0.75%
0.48%
Low to Moderate Risk
₹1,258.98 Cr
SBI CRISIL IBX SDL Index September 2027 Fund Direct Growth SBI CRISIL IBX SDL Index September 2027 Fund Direct Growth
--
₹11.98
0.73%
--
Moderate Risk
₹1,110.54 Cr
SBI Corporate Bond Fund Direct Growth SBI Corporate Bond Fund Direct Growth
₹15.41
0.71%
0.54%
Moderate Risk
₹20,302.63 Cr
SBI CRISIL IBX Gilt Index - April 2029 Fund Direct Growth SBI CRISIL IBX Gilt Index - April 2029 Fund Direct Growth
--
₹12.12
0.69%
--
Moderate Risk
₹2,272.65 Cr
SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund Direct Growth SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund Direct Growth
--
₹11.95
0.69%
--
Low to Moderate Risk
₹9,348.92 Cr
SBI Gold Fund Direct Plan Growth SBI Gold Fund Direct Plan Growth
HIGH RISK --
  • NAV ₹26.87
  • Fund Size ₹2,919.72 Cr
Fund Return 7.50%
Category Return 6.36%
SBI Floating Rate Debt Fund Direct Growth SBI Floating Rate Debt Fund Direct Growth
LOW TO MODERATE RISK --
  • NAV ₹13.03
  • Fund Size ₹1,258.98 Cr
Fund Return 0.75%
Category Return 0.48%
SBI CRISIL IBX SDL Index September 2027 Fund Direct Growth SBI CRISIL IBX SDL Index September 2027 Fund Direct Growth
MODERATE RISK --
  • NAV ₹11.98
  • Fund Size ₹1,110.54 Cr
Fund Return 0.73%
Category Return --
SBI Corporate Bond Fund Direct Growth SBI Corporate Bond Fund Direct Growth
MODERATE RISK
  • NAV ₹15.41
  • Fund Size ₹20,302.63 Cr
Fund Return 0.71%
Category Return 0.54%
SBI CRISIL IBX Gilt Index - April 2029 Fund Direct Growth SBI CRISIL IBX Gilt Index - April 2029 Fund Direct Growth
MODERATE RISK --
  • NAV ₹12.12
  • Fund Size ₹2,272.65 Cr
Fund Return 0.69%
Category Return --
SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund Direct Growth SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund Direct Growth
LOW TO MODERATE RISK --
  • NAV ₹11.95
  • Fund Size ₹9,348.92 Cr
Fund Return 0.69%
Category Return --
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

ABOUT THE AMC

SBI Funds Management Ltd
SBI Funds Management Ltd manages assets worth ₹ 10,69,410.46 crores. It’s current offering of mutual fund schemes includes 42 equity, 70 debt and 14 hybrid schemes.
Phone
022 - 61793000
Email
partnerforlife@sbimf.com
AUM
₹ 10,69,410.46 Cr (
As on Jan 2025
)
Address
C-38 & 39, G Block, Bandra Kurla Complex, ,Mumbai ,400 051

FAQ’S

What is the category of SBI Balanced Advantage Fund Direct Growth ?
The category of SBI Balanced Advantage Fund Direct Growth is Allocation - Dynamic Asset Allocation
What is the current NAV of SBI Balanced Advantage Fund Direct Growth ?
The current NAV of SBI Balanced Advantage Fund Direct Growth (as on Feb 25, 2025) is ₹ 14.82
How safe is SBI Balanced Advantage Fund Direct Growth?
The risk level of SBI Balanced Advantage Fund Direct Growth is Very High .
What are short term returns given by SBI Balanced Advantage Fund Direct Growth?
The return given by SBI Balanced Advantage Fund Direct Growth in 1 month is -1.14%, 3 months is -2.46%, 6 months is -2.72%, and 1 year is 6.62%.
What are the long term returns given by SBI Balanced Advantage Fund Direct Growth?
The return given by SBI Balanced Advantage Fund Direct Growth in 3 years is 13.60% and 5 years is --.
What is the expense ratio of SBI Balanced Advantage Fund Direct Growth?
The expense ratio of SBI Balanced Advantage Fund Direct Growth is 0.75 %
What is the AUM of SBI Balanced Advantage Fund Direct Growth
The assets under Management (AUM) of SBI Balanced Advantage Fund Direct Growth is Rs 33,308.58 crores.
What is the minimum investment in SBI Balanced Advantage Fund Direct Growth?
The minimum Lumpsum investment in SBI Balanced Advantage Fund Direct Growth is ₹5000 and the minimum SIP investment in SBI Balanced Advantage Fund Direct Growth is ₹1000
What is the asset allocation of SBI Balanced Advantage Fund Direct Growth?
The SBI Balanced Advantage Fund Direct Growth has an exposure of 44.99% in Equity, 28.39% in Debt and 26.63% in Cash & Money Market Securities

CALCULATORS

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