SBI Balanced Advantage Fund Regular Growth

SBI Balanced Advantage Fund Regular Growth is a hybrid fund. This fund was started on 31 August, 2021. The fund is managed by Mansi Sajeja, Anup Upadhyay, Dinesh Balachandran. This fund gives you the benefit of diversification.

1. SBI Balanced Advantage Fund Regular Growth has ₹35566 Cr worth of assets under management (AUM) as on May 2025 and is more than category average.
2. The fund has an expense ratio 1.6.
   

SBI Balanced Advantage Fund Regular Growth has given a CAGR return of 12.06% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 7.42% and 16.07% respectively.

SBI Balanced Advantage Fund Regular Growth has allocated its funds majorly in Cash Equivalent, Corporate, Financial Services, Government, Energy, Utilities, Industrial, Consumer Cyclical, Tech, Consumer Defensive, Real Estate, Health, Basic Materials, Communication.

As it is a dynamic asset allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

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

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 250.00. SBI Balanced Advantage Fund Regular Growth has no lock in period.