₹ 29,753.24 Cr
1.59%
NIFTY 50 Hybrid Composite debt 50:50 Index
INF200KA1Y57
5000.0
1000.0
500
Rajeev Radhakrishnan, Dinesh Balachandran, Mansi Sajeja, Pradeep Kesavan
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
SBI Balanced Advantage Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) | 24.51 | - | - |
Benchmark | - | - | - |
Equity
Debt
Others
The scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments.
Company | Holdings (%) |
---|---|
Others | 36.15 |
7.18% GOI 14/08/2033 | 6.38 |
ICICI Bank Ltd. | 4.96 |
HDFC Bank Ltd. | 4.84 |
GAIL (India) Ltd. | 3.75 |
Axis Bank Ltd. | 3.32 |
Tata Motors Ltd. | 2.82 |
Reliance Industries Ltd. | 2.73 |
Bharti Airtel Ltd. | 2.72 |
Tata Steel Ltd. | 2.52 |
Sector | Holdings (%) |
---|---|
Others | 44.98 |
Energy | 11.86 |
Sovereign | 9.96 |
Financial | 7.75 |
N/A | 6.81 |
Communication | 3.13 |
Metals & Mining | 3.1 |
Technology | 2.43 |
Healthcare | 2.24 |
Insurance | 2.12 |