MF Scanner
HybridDynamic Asset Allocation or Balanced AdvantageDirect · Growth

SBI Balanced Advantage Fund - Direct Plan - Growth

SBI · Scheme 149134

₹16.69▼ 0.28%NAV · 2026-09-18
70
Decent FundScore
Start SIP
AUM
₹42,244 cr
Expense ratio
0.89%
3Y CAGR
11.1%
Risk level
Moderate
Min SIP
₹250
Benchmark
CRISIL Hybrid 50+50 - Moderate Index
Fund manager: Dinesh AhujaExit load: For units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Decent · 70/100

A solid option with a few areas worth a closer look.

🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.

📈 Why it could do well

  • ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
  • ✓Protects capital well — worst-ever fall was only 7%.
  • ✓Positive 3Y windows: 100% of rolling 3Y windows positive
  • ✓Beat category: beat category in 91% of windows
  • ✓Volatility: 6% annualised

📉 What could drag it down

  • •1Y return: +5.0%
  • •Sharpe ratio: 0.65

FundScore breakdown

70/100 · Decent
How it works →
39
Returns
Weak
100
Consistency
Excellent
48
Risk-adjusted
Average
100
Downside protection
Excellent
70
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.