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SBI Balanced Advantage Fund Direct IDCW

Hybrid

Dynamic Asset Allocation

Moderately High

27-Oct-2023

₹ 12.23

Investment Returns (CAGR)

1 yr.
13.37

3 yr.
NA

5 yr.
NA

Since Inception.
9.2%

Fund Overview

Fund Size (Rs.)
24629 Cr

Benchmark Index
----

Scheme Type
IDCW

ISIN
INF200KA1Y99

Expense Ratio
0.74%

Minimum SIP (Rs.)
500

Launch Date
31-Aug-2021

Fund House
SBI Mutual Fund

Exit Load
For units in excess of 10% of the investment,1% will be charged for redemption within 1 year.

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Investment Returns Calculator

Monthly SIP

Lump Sum

Monthly investment

₹10000

Time period

3yr

Expected Annual Return

10%

Your results

Total Value of your Investment:

Invested Amount

Est. Returns

Result will be displayed here

Check your eligible loan amount against mutual funds

Total Value of your mutual fund

₹

You are eligible for

₹

50,000

Minimum portfolio value: ₹50,000

Interest Rate: 10% *

Choose tenure

6 mon 12 mon 18 mon

24 mon

installment options

installment options

Balloon

₹

416

per month

EMI

₹

4395

per month

Apply For Loan

What is a loan against mutual funds?

With a Loan against Mutual Fund, you offer your MF units as collateral for the loan. The lender holds the Mutual Fund units as a security till you repay the loan amount. Your Mutual Funds will continue to earn returns, but you cannot sell them while you have pledged them to the lender.

You may borrow up to 50% of the value of your equity mutual fund schemes in your portfolio. The value of your mutual fund scheme is derived by multiplying the number of units by the scheme's NAV. The total value of all equity mutual fund schemes will be used to calculate your portfolio value.

Loan against Mutual Fund banner image

Loan facility is provided by our NBFC partner

Check out related funds:

PGIM India Balanced Advantage Fund Direct Growth

Dynamic Asset Allocation

Fund Size (Rs.)
1332 Cr

Expense Ratio
0.39%

3 yr. CAGR
NA

Risk level
Very High

PGIM India Balanced Advantage Fund Direct IDCW

Dynamic Asset Allocation

Fund Size (Rs.)
1332 Cr

Expense Ratio
0.39%

3 yr. CAGR
NA

Risk level
Very High

SBI Balanced Advantage Fund Direct Growth

Dynamic Asset Allocation

Fund Size (Rs.)
24629 Cr

Expense Ratio
0.74%

3 yr. CAGR
NA

Risk level
Moderately High

About SBI Balanced Advantage Fund Direct IDCW

The scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments. ;

SBI Balanced Advantage Fund Direct IDCW

Hybrid

Dynamic Asset Allocation

Moderately High

27-Oct-2023

₹ 12.23

Fund Overview

Fund Size (Rs.)
24629 Cr

Benchmark Index
----

Scheme Type
IDCW

ISIN
INF200KA1Y99

Expense Ratio
0.74%

Minimum SIP (Rs.)
500

Launch Date
31-Aug-2021

Fund House
SBI Mutual Fund

Exit Load
For units in excess of 10% of the investment,1% will be charged for redemption within 1 year.

Investment Returns (CAGR)

1 yr. 13.37

3 yr.

5 yr.

Since Inception. 9.2%

Investment Returns Calculator

Monthly SIP

Lump Sum

Monthly investment

₹10000

Time period

3yr

Expected Annual Return

10%

Your results

Total Value of your Investment:

Invested Amount

Est. Returns

result_mweb will be displayed here

mobile scrolling banner image

Check your eligible loan amount against your mutual funds.

Total Value of your mutual fund

₹

You are eligible for

₹

50,000

Minimum portfolio value: ₹50,000

Interest Rate: 10% *

Choose tenure

6 mon 12 mon 18 mon

24 mon

installment options

installment options

Balloon

₹

416

per month

EMI

₹

4395

per month

Apply For Loan

Loan facility is provided by our NBFC partner

What is a
loan against
mutual funds?

With a Loan against Mutual Fund, you offer your MF units as collateral for the loan. The lender holds the Mutual Fund units as a security till you repay the loan amount. Your Mutual Funds will continue to earn returns, but you cannot sell them while you have pledged them to the lender.

You may borrow up to 50% of the value of your equity mutual fund schemes in your portfolio. The value of your mutual fund scheme is derived by multiplying the number of units by the scheme's NAV. The total value of all equity mutual fund schemes will be used to calculate your portfolio value.

Apply now

Loan against Mutual Fund banner image

Check out related funds:

PGIM India Balanced Advantage Fund Direct Growth

Dynamic Asset Allocation

Fund Size (Rs.)
1332 Cr

Expense Ratio
0.39%

3 yr. CAGR
NA

Risk level
Very High

PGIM India Balanced Advantage Fund Direct IDCW

Dynamic Asset Allocation

Fund Size (Rs.)
1332 Cr

Expense Ratio
0.39%

3 yr. CAGR
NA

Risk level
Very High

SBI Balanced Advantage Fund Direct Growth

Dynamic Asset Allocation

Fund Size (Rs.)
24629 Cr

Expense Ratio
0.74%

3 yr. CAGR
NA

Risk level
Moderately High

About SBI Balanced Advantage Fund Direct IDCW

The scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments. ;

Our vision is to provide customers with the most efficient way
of managing their assets to get more out of it.

Our vision is to provide customers with the most efficient way of managing their assets to get more out of it.

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DhanLAP, dhanlap.com are brand and product of
Ark Neo Financial Services Pvt. Ltd.

DhanLAP, dhanlap.com are brand and product of Ark Neo Financial Services Pvt. Ltd.

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