SBI Balanced Advantage Fund - Regular Plan - Growth
6.38
15.54
-
-
11.72
Benchmark
-
-
-
-
-
Hybrid: Dynamic Asset Allocation
5.32
13.92
13.89
9.88
10.41
Yearly Performance (%)
Nav Movement
Fund Managers
Mr. Dinesh Balachandran, Mr. Pradeep Kesavan, Mr. Anup Upadhyay,
Investment Objective
The investment objective of the scheme is to provide long term capital appreciation / income from a dynamic mix of equity and debt investments. However, there can be no assurance that the investment objective of the Scheme will be realized.
Returns Calculator for
SBI Balanced Advantage Fund - Regular Plan - Growth
Rolling returns are the annualized
returns of the scheme taken for a specified period (rolling
returns period) on every day/week/month and taken till the
last day of the duration. In this chart we are showing the
annualized returns over the rolling returns period on every
day from the start date and comparing it with the benchmark.
Rolling returns is the best measure of a fund's performance.
Trailing returns have a recency bias and point to point
returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and
relative performance across all timescales, without bias.
Key
Performance and Risk Statistics of
SBI Balanced Advantage Fund - Regular Plan - Growth
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
SBI Balanced Advantage Fund - Regular Plan - Growth