SBI Balanced Advantage Fund

Dynamic Asset Allocation / BAFHybrid Rank 16 of 34

NAV · Direct-Growth

₹16.69-0.05-0.28%

As of 18 Aug 2026 · AMFI

NAV growth+5.0%

Aug ’25Aug ’26

Arthkar verdictA balanced read

Returns

Lags category

0 of 2 periods ahead

Consistency

Strong

positive in 4 of 5 years

Trails its Dynamic Asset Allocation / BAF category on 1Y & 3Y.

1Y return

+5.0%

-2.3 vs cat

3Y CAGR

+11.1%

-0.2 vs cat

5Y CAGR

—

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

7.8%

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. 3-year CAGR: about 11.1%.

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

NAV history

Showing Direct · Growth · INF200KA1Y73

NAV (Direct-Growth)

₹16.6883

Last 1Y

+5.03%

Aug 25Min ₹15.67 · Max ₹16.92 · 252 ptsAug 26

Performance

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

Period	Returns	Category avg	Rank
1W	-0.69%	-0.39%	35/ 41
1M	-0.23%	+0.99%	40/ 41
3M	+2.13%	+4.35%	38/ 41
6M	-0.87%	+4.42%	35/ 40
YTD	-0.81%	+4.16%	32/ 40
1Y	+5.03%	+7.28%	20/ 40
2Y	+4.96%	+4.77%	15/ 39
3Y	+11.13%	+11.38%	16/ 34

Available plans & options

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