SBI Balanced Advantage Fund Regular Growth

SBI Balanced Advantage Fund Regular Growth has generated -0.9% returns over 1 year, 8.1% over 3 years and 8.3% over 5 years as of 15 October 2026.

Currently, the Net Asset Value (NAV) of SBI Balanced Advantage Fund Regular Growth is ₹15.42, as of 15 October 2026.

You can invest in SBI Balanced Advantage Fund Regular Growth through a lumpsum, a monthly SIP and a daily SIP.

The minimum SIP amount for SBI Balanced Advantage Fund Regular Growth is ₹500 per instalment.

The expense ratio of SBI Balanced Advantage Fund Regular Growth is 1.67%. It represents the annual expenses levied for managing and operating the fund scheme and is deducted from the fund's NAV rather than being charged separately. For example, if you invest ₹5,000, the annual expense is about ₹84.

As per the fund factsheet published by the fund house, SBI Balanced Advantage Fund Regular Growth is considered to carry Very High Risk for its investors.

The top holdings of SBI Balanced Advantage Fund Regular Growth include Reliance Industries Ltd, HDFC Bank Ltd, ICICI Bank Ltd, GAIL (India) Ltd and Larsen & Toubro Ltd, based on the latest portfolio disclosure. The fund's holdings may change over time depending on the fund manager's investment strategy.

SBI Balanced Advantage Fund Regular Growth has no lock-in period for its investors. Thus, the investors of this fund are free to redeem their investments on any date as per their requirements.

You can redeem your investment in SBI Balanced Advantage Fund Regular Growth on any business day. The exit load is 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.

SBI Balanced Advantage Fund Regular Growth is managed by Dinesh Balachandran, Mansi Sajeja and Rajeev Radhakrishnan. A fund manager is an experienced finance professional responsible for making investment decisions and managing the fund's portfolio in line with its investment objective.