
SBI Balanced Hybrid Fund(G)-Direct Plan
-0.13% 1D
Expert Rating Locked 🔒
Subscribe to unlock the ratings
- Lorem ipsum dolor sit amet, consectetur adipiscing elit.
- Mattis eget etiam curabitur a cras malesuada pulvinar.
Buy, Hold or Sell?
Unlock our SEBI-RIA verdict on this fund.

NAV : 16 Sep 2026
₹9.95
Min. SIP amount
₹500
Fund size (AUM)
1821 Cr
Expense ratio
0.0%
Launched on
31 Aug 2026
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 16 Sep 2026
₹9.95
Min. SIP amount
₹500
Fund size (AUM)
1821 Cr
Expense ratio
0.0%
Launched on
31 Aug 2026
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
2.82%
Mid Cap
0.75%
Small Cap
1.40%
Others
95.03%
Sector Allocation
Cash & Cash Equivalents And Net Assets
95.03%
Healthcare
1.98%
Automobile & Ancillaries
1.57%
Trading
0.94%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
NIL upto 10% of units and 1% for remaining units on or before 1Y, NIL after 1Y
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Rajeev Radhakrishnan
Present
Tanmaya Desai
Present
Similar/Peer Fund Comparison
SBI Balanced Hybrid Fund(G)-Direct Plan
UTI Balanced Hybrid Fund(G)-Direct Plan
WOC Aggressive Hybrid Fund(G)-Direct Plan
FAQs
B. Premium Advisory - Everything in Basic, plus dedicated 1:1 expert calls, deeper portfolio reviews, personalised reports, and priority support to help you make confident, well-guided investment decisions.
