SBI Balanced Advantage Fund

Dynamic Asset Allocation / BAFHybrid Rank 16 of 34

NAV · Direct-Growth

₹16.05-0.10-0.62%

As of 1 Oct 2026 · AMFI

NAV growth+0.4%

Oct ’25Oct ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

1 of 3 periods ahead

Consistency

Strong

positive in 4 of 5 years

Beats its Dynamic Asset Allocation / BAF category on 5Y but trails on 1Y & 3Y.

1Y return

-0.0%

-2.7 vs cat

3Y CAGR

+9.1%

-0.1 vs cat

5Y CAGR

+9.5%

+1.6 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

8.1%

3Y std dev

Go deeper on SBI Balanced Advantage Fund

Two data-only views, computed from this fund's real NAV history — no projections.

SBI Balanced Advantage Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.SBI Balanced Advantage Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

SBI Balanced Advantage Fund is a Dynamic Asset Allocation / BAF scheme from SBI. Long-run track record: about 9.5% CAGR over 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF200KA1Y73

NAV (Direct-Growth)

₹16.0496

Last 1Y

+0.38%

Oct 25Min ₹15.67 · Max ₹16.92 · 251 ptsOct 26

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-2.01%	-1.86%	23/ 41
1M	-3.28%	-3.39%	15/ 41
3M	-3.82%	-2.64%	33/ 41
6M	+1.60%	+7.63%	39/ 41
YTD	-4.61%	+0.17%	33/ 40
1Y	-0.03%	+2.71%	21/ 40
2Y	+2.23%	+1.91%	13/ 39
3Y	+9.13%	+9.26%	16/ 34
5Y	+9.49%	+7.90%	6/ 24

Available plans & options

PlanOptionFull nameISIN

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