Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
SBI Balanced Advantage (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
Cash Offset For Derivatives
20.0%
HDFC Bank Ltd
5.8%
Reliance Industries Ltd
5.5%
Bharti Airtel Ltd
3.3%
GAIL (India) Ltd
3.1%
Tata Steel Ltd
2.2%
7.32% Govt Stock 2030
2.1%
Axis Bank Ltd
2.1%
HCL Technologies Ltd
2.0%
Future on Mahindra & Mahindra Ltd
1.9%
Top industry exposure
Financial Services
17.4%
Energy
9.7%
Utilities
7.9%
Industrials
5.5%
Technology
5.3%
Other information
Minimum SIP
₹250
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
17%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
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