SBI Balanced Advantage Fund Direct Growth

Scheme code: INF200KA1Y73 NAV value: ₹ 15.9610 NAV date: 19 March, 2026 TER: 0.70%

Fund option: Direct Fund type: Growth

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	2.41	28.92	12.05	13.97	11.09
3 year	12.12	17.37	14.75	14.74	13.61

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	13.97
3 year	6.28	30.95	15.04	14.74
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	13.97
3 year	6.56	19.64	13.57	14.74
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	13.97
3 year	7.68	21.49	15.06	14.74
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	13.97
3 year	8.04	32.03	17.81	14.74
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,71,594 - Absolute Returns: ₹71,594 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,17,080 - Absolute Returns: ₹8,17,080 - CAGR: %

Max Drawdown

-6.29 %

Drawdown Duration

2 months

Recovery Time

2 months

Avg Drawdown

-1.12 %

1 Y

2.2225

3 Y

2.345

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	3.35	0.52	57.8	49.8	8.55 %	4.00 %
3 years	5.12	0.45	50.8	39.3	13.76 %	11.28 %
5 years	3.47	0.40	45.8	36.2	9.84 %	6.17 %
7 years	1.29	0.40	45.8	36.2	6.93 %	4.37 %
10 years	-0.30	0.40	45.8	36.2	4.80 %	3.04 %
12 years	-0.90	0.40	45.8	36.2	3.99 %	2.53 %
15 years	-1.51	0.40	45.8	36.2	3.18 %	2.02 %