Sbi balanced advantage fund regular plan growth

Edelweiss Balanced Advantage Fund Regular-Growth Fund Key Highlights 1. Current NAV: The Current Net Asset Value of the Edelweiss Balanced Advantage Fund - Regular Plan as of Jun 16, 2023 is Rs 38.71 for Growth option of its Regular plan. 2. Returns: Its trailing returns over different time periods are: 16.67% (1yr), 16.82% (3yr), 11.04% (5yr) and 10.28% (since launch). Whereas, Category returns for the same time duration are: 16.11% (1yr), 14.48% (3yr) and 8.71% (5yr). 3. Fund Size: The Edelweiss Balanced Advantage Fund - Regular Plan currently holds Assets under Management worth of Rs 9077.99 crore as on May 31, 2023. 4. Expense ratio: The expense ratio of the fund is 1.72% for Regular plan as on May 31, 2023. 5. Exit Load: Edelweiss Balanced Advantage Fund - Regular Plan shall attract an Exit Load, "Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days." 6. Minimum Investment: Minimum investment required is Rs 5000 and minimum additional investment is Rs 500. Minimum SIP investment is Rs 500. Edelweiss Balanced Advantage Fund Regular-Growth Fund Details Investment Objective - The scheme will invest in arbitrage opportunities, equity derivative strategies, pure equity investments and the balance in debt and money market instruments. Fund House Edelweiss Mutual Fund Launch Date Aug 20, 2009 Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index Return Since Launch 10.28% Riskometer Very High Type Open-ended Risk Grade Averag...

SBI Balanced Advantage Fund Regular - Growth Fund Key Highlights 1. Current NAV: The Current Net Asset Value of the SBI Balanced Advantage Fund - Regular Plan as of Jun 16, 2023 is Rs 11.56 for Growth option of its Regular plan. 2. Returns: Its trailing returns over different time periods are: 17.89% (1yr) and 8.44% (since launch). Whereas, Category returns for the same time duration are: 16.11% (1yr), 14.48% (3yr) and 8.71% (5yr). 3. Fund Size: The SBI Balanced Advantage Fund - Regular Plan currently holds Assets under Management worth of Rs 22094.41 crore as on May 31, 2023. 4. Expense ratio: The expense ratio of the fund is 1.67% for Regular plan as on May 31, 2023. 5. Exit Load: SBI Balanced Advantage Fund - Regular Plan shall attract an Exit Load, "For units in excess of 10% of the investment,1% will be charged for redemption within 1 year." 6. Minimum Investment: Minimum investment required is Rs 5000 and minimum additional investment is Rs 1000. Minimum SIP investment is Rs 500. SBI Balanced Advantage Fund Regular - Growth Fund Details Investment Objective - The scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments. Fund House SBI Mutual Fund Launch Date Aug 31, 2021 Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index Return Since Launch 8.44% Riskometer High Type Open-ended Risk Grade - Return Grade - SBI Balanced Advantage Fund Regular - Growth Investment Details Minimum Investment (Rs.) 5,000.00 Minimum...

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• SIP Calculator Calculate Future value of SIP Investment • SIP Value Calculator Calculate SIP Amount of Desired Value • Future Value Calculator Calculate future value of one time investment • Retirement Calculator Estimate Retirement Corpus & Investment Amount • Child's Future Calculator Estimate Child Future Corpus & Invesment Amount • Tax Calculator Calculate Amount of Tax Saving & Investment Amount • Compare Funds Comparison of fund details • Category Dynamic Asset Allocation Fund Type Open Ended Investment Plan Growth Launch Date 05 August, 2021 Benchmark CRISIL Hybrid 50+50 Moderate TRI Asset Size(Cr) 21860.391200000002 Turn over 39.82% Min Investment ₹ 5000 Min SIP Investment ₹ 500 Min Addl Investment ₹ 1000 Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days Expense Ratio 1.67 Fund Manager Dinesh Ahuja, Dinesh Balachandran, Mohit Jain

• Its expense ratio is lower than most other funds in the category • It's ability to generate return by taking relatively lower risk is much better than other funds in the category • The scheme is a dividend payout scheme which is usually not recommended since investor miss out on the compounded returns of reinvestment or growth schemes Average Return (XIRR p.a.) • Get upto 0.00% Higher Returns • Buy Low and Sell High like smart investors based on Margin of safety in the markets. • Invest a fixed amount on a fixed date. Invested amount gets allocated to or Equity Scheme depending on market valuations. • Advantages • Higher Returns than normal SIP on absolute and risk adjusted basis • Higher Realizable value of invested amount • Lower Risk since money is allocated to liquid schemes in expensive times The above return is the average return for a 5 year period if you had begun SIP or SmartSIP+ anytime on or after 1st Jan 2005. Results as on 18th June 2023. Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. There is no guarantee on performance. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs. Average Return (XIRR p.a.) • Get upto 0.00% Higher Returns • Buy Low and Sell High like smart investors based on Margin of safety in the markets. • Step 1: Invest a fi...

SBI Balanced Advantage Fund Regular - Growth is a Dynamic Asset Allocation mutual fund scheme from • • SBI Balanced Advantage Fund Regular - Growth returns of last 1-year are 17.89%. Since launch, it has delivered 8.44% average annual returns. • • The fund's equity portion is primarily invested in Financial, Energy, Construction, Automobile, Technology sectors. It has taken less exposure in Financial, Energy sectors compared to other funds in the category. • The debt portion of the fund has low credit quality indicating the quality of borrowers it has lent it to is not too great. • The fund's top 5 holdings are in GOI, ICICI Bank Ltd., National Highways Infra Trust, Axis Bank Ltd., Housing Development Finance Corporation Ltd.. ..... • ICICI Bank Ltd. 6.18% • HDFC Bank Ltd. 3.35% • National Highways Infra Trust 3.33% • Axis Bank Ltd. 3.01% • Housing Development Finance Corporation Ltd. 2.94% • GAIL (India) Ltd. 2.53% • Larsen & Toubro Ltd. 2.46% • Reliance Industries Ltd. 2.28% • Tata Motors Ltd. 2.26% • State Bank of India 2.23% • Tech Mahindra Ltd. 2.23% • Bharti Airtel Ltd. 2.18% • Indian Oil Corpn. Ltd. 1.79% • Mahindra & Mahindra Ltd. 1.6% • NHPC Ltd. 1.58% • Tata Steel Ltd. 1.55% • DLF Ltd. 1.47% • Ashok Leyland Ltd. 1.21% • Tata Consultancy Services Ltd. 1.19% • Cummins India Ltd. 1.09% • CESC Ltd. 1.07% • HDFC Asset Management Company Ltd. 1.05% • Torrent Power Ltd. 1.04% • HCL Technologies Ltd. 0.99% • ITC Ltd. 0.97% • Kotak Mahindra Bank Ltd. 0.96% • Sona BLW Prec...

• SIP Calculator Calculate Future value of SIP Investment • SIP Value Calculator Calculate SIP Amount of Desired Value • Future Value Calculator Calculate future value of one time investment • Retirement Calculator Estimate Retirement Corpus & Investment Amount • Child's Future Calculator Estimate Child Future Corpus & Invesment Amount • Tax Calculator Calculate Amount of Tax Saving & Investment Amount • Compare Funds Comparison of fund details • Category Dynamic Asset Allocation Fund Type Open Ended Investment Plan Growth Launch Date 05 August, 2021 Benchmark CRISIL Hybrid 50+50 Moderate TRI Asset Size(Cr) 21860.391200000002 Turn over 39.82% Min Investment ₹ 5000 Min SIP Investment ₹ 500 Min Addl Investment ₹ 1000 Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days Expense Ratio 1.67 Fund Manager Dinesh Ahuja, Dinesh Balachandran, Mohit Jain

Edelweiss Balanced Advantage Fund Regular-Growth Fund Key Highlights 1. Current NAV: The Current Net Asset Value of the Edelweiss Balanced Advantage Fund - Regular Plan as of Jun 16, 2023 is Rs 38.71 for Growth option of its Regular plan. 2. Returns: Its trailing returns over different time periods are: 16.67% (1yr), 16.82% (3yr), 11.04% (5yr) and 10.28% (since launch). Whereas, Category returns for the same time duration are: 16.11% (1yr), 14.48% (3yr) and 8.71% (5yr). 3. Fund Size: The Edelweiss Balanced Advantage Fund - Regular Plan currently holds Assets under Management worth of Rs 9077.99 crore as on May 31, 2023. 4. Expense ratio: The expense ratio of the fund is 1.72% for Regular plan as on May 31, 2023. 5. Exit Load: Edelweiss Balanced Advantage Fund - Regular Plan shall attract an Exit Load, "Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days." 6. Minimum Investment: Minimum investment required is Rs 5000 and minimum additional investment is Rs 500. Minimum SIP investment is Rs 500. Edelweiss Balanced Advantage Fund Regular-Growth Fund Details Investment Objective - The scheme will invest in arbitrage opportunities, equity derivative strategies, pure equity investments and the balance in debt and money market instruments. Fund House Edelweiss Mutual Fund Launch Date Aug 20, 2009 Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index Return Since Launch 10.28% Riskometer Very High Type Open-ended Risk Grade Averag...

• Its expense ratio is lower than most other funds in the category • It's ability to generate return by taking relatively lower risk is much better than other funds in the category • The scheme is a dividend payout scheme which is usually not recommended since investor miss out on the compounded returns of reinvestment or growth schemes Average Return (XIRR p.a.) • Get upto 0.00% Higher Returns • Buy Low and Sell High like smart investors based on Margin of safety in the markets. • Invest a fixed amount on a fixed date. Invested amount gets allocated to or Equity Scheme depending on market valuations. • Advantages • Higher Returns than normal SIP on absolute and risk adjusted basis • Higher Realizable value of invested amount • Lower Risk since money is allocated to liquid schemes in expensive times The above return is the average return for a 5 year period if you had begun SIP or SmartSIP+ anytime on or after 1st Jan 2005. Results as on 18th June 2023. Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. There is no guarantee on performance. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs. Average Return (XIRR p.a.) • Get upto 0.00% Higher Returns • Buy Low and Sell High like smart investors based on Margin of safety in the markets. • Step 1: Invest a fi...

Edelweiss Balanced Advantage Fund Regular-Growth Fund Key Highlights 1. Current NAV: The Current Net Asset Value of the Edelweiss Balanced Advantage Fund - Regular Plan as of Jun 16, 2023 is Rs 38.71 for Growth option of its Regular plan. 2. Returns: Its trailing returns over different time periods are: 16.67% (1yr), 16.82% (3yr), 11.04% (5yr) and 10.28% (since launch). Whereas, Category returns for the same time duration are: 16.11% (1yr), 14.48% (3yr) and 8.71% (5yr). 3. Fund Size: The Edelweiss Balanced Advantage Fund - Regular Plan currently holds Assets under Management worth of Rs 9077.99 crore as on May 31, 2023. 4. Expense ratio: The expense ratio of the fund is 1.72% for Regular plan as on May 31, 2023. 5. Exit Load: Edelweiss Balanced Advantage Fund - Regular Plan shall attract an Exit Load, "Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days." 6. Minimum Investment: Minimum investment required is Rs 5000 and minimum additional investment is Rs 500. Minimum SIP investment is Rs 500. Edelweiss Balanced Advantage Fund Regular-Growth Fund Details Investment Objective - The scheme will invest in arbitrage opportunities, equity derivative strategies, pure equity investments and the balance in debt and money market instruments. Fund House Edelweiss Mutual Fund Launch Date Aug 20, 2009 Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index Return Since Launch 10.28% Riskometer Very High Type Open-ended Risk Grade Averag...