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SBI Balanced Advantage Fund

Regular plan – Growth
Other options

The page shows the Growth option. The Regular plan’s other options have their own codes.

OptionAMFI codeISIN
Growth (this page)149132INF200KA1Y40
IDCW149133INF200KA1Y65, INF200KA1Y57

Dynamic Asset Allocation FundSBI Mutual Fund

Open-ended. Launched on 31 Aug 2021.

NAVNAV Net asset value: the value of one unit of the scheme, which the fund house works out at the end of each business day.
Data delayed
AssetsAssets The market value of everything the scheme holds, less what it owes, as the fund house discloses it at each month-end.
₹40,545 cr
30 Sep 2026
SIP fromSIP Systematic investment plan: a fixed sum put into the scheme at regular intervals, usually every month.
₹250
a month
BenchmarkBenchmark The market index the fund house names in the SID as the measure the scheme is compared against.
NIFTY 50 Hybrid Composite Debt 50:50 Index
as the SID names it
Riskometer
Very High
read by Felix on 28 Oct 2026
Read SID/KIM on AMC site

The SID and KIM are the final reference for every fact on this page.

Find a mutual fund distributor

Investments made through a mutual fund distributor are in the Regular plan, which includes distributor commission

The fund house also offers a Direct plan of this scheme, whose expenses are lower to the extent of the distribution commission.

Assets: the fund house’s month-end disclosure of 30 Sep 2026. Minimums: fund house documents, as read by Felix on 28 Oct 2026. Benchmark: the SID.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

1 change in the last 12 months: SEBI renamed its category from Dynamic Asset Allocation or Balanced Advantage to Dynamic Asset Allocation Fund, 26 Feb 2026. See what changed

What it is

SEBI’s rule for a Dynamic Asset Allocation Fund: shares and debt only, in a mix the fund manager changes over time. Source: SEBI

What the SID allows it to holdSID Scheme information document: the scheme’s offer document, which sets out its objective, asset allocation, risks and expenses.

Equityallowed 0% to 100%
Debtallowed 0% to 100%
Money marketallowed 0% to 100%

Source: the SID’s asset allocation, from fund house disclosures.

Riskometer

LowLow toModerateModerateModeratelyHighHighVery HighRiskometer

The risk of the scheme is Very High

As read by Felix on 28 Oct 2026. Fund houses review this level every month, and the fund house’s latest disclosure prevails: Riskometer disclosures, SBI Mutual Fund

  • Low
  • Low to Moderate
  • Moderate
  • Moderately High
  • High
  • Very High

Benchmark: NIFTY 50 Hybrid Composite Debt 50:50 Index. Its riskometer is published monthly by the fund house: Riskometer disclosures, SBI Mutual Fund

Source: fund houses’ disclosures.

Who runs it

Bars on one scale, from the scheme’s launch. Other schemes A to Z. Source: fund house disclosures, as of 28 Oct 2026.

Codes and identity

from the SID and AMFI
Fund house
SBI Mutual Fund
SEBI category
Dynamic Asset Allocation Fund
Plan and option
Regular plan – Growth
Structure
Open-ended
Launched
31 Aug 2021
AMFI code, Growth
149132
ISIN, Growth
INF200KA1Y40
ISINs of the IDCW options
  • IDCW INF200KA1Y65, INF200KA1Y57
Registrar
CAMS
Fund house website
sbimf.com ↗

SBI Mutual Fund

SBI Mutual Fund runs 83 schemes in their Regular plan: 25 equity, 16 debt, 7 hybrid, 22 index funds and ETFs, 13 other.

28 fund managers, in their current schemes for 3 years on average.

9 schemes launched in the last 12 months.

Source: fund houses’ disclosures, as of 28 Oct 2026.

Buying and selling

SIP from
₹250, as the KIM states it
Entry load
Nil, since 1 Aug 2009
Stamp duty
0.005% of the amount invested, since 1 Jul 2020
Applicable NAV
That business day’s, when the application and the money reach the fund house by the 3 pm cut-off; after it, the next business day’s
Redemption money
Within 3 working days of the redemption request

Sources: the scheme’s KIM for the minimums; SEBI for the entry load, cut-off and redemption timeline; Ministry of Finance for stamp duty.

The category: Dynamic Asset Allocation Fund

All 37 schemes

37 schemes in their Regular plan, from 37 fund houses.

Schemes 24 to 33 of 37, A to Z; this scheme is marked.Schemes 27 to 31 of 37, A to Z; this scheme is marked.

Schemes in this category, A to Z
SchemeBenchmarkAssets, ₹ cr (30 Sep 2026)SIP from, ₹Launched
NJ Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index3,2421002021
Parag Parikh Dynamic Asset Allocation FundCRISIL Hybrid 50+50 Moderate Index2,5331,0002024
PGIM India Balanced Advantage FundCRISIL Hybrid 50+50 Moderate Index6811,0002021
Quant Dynamic Asset Allocation FundNIFTY 50 Hybrid Composite Debt 50:50 Index8101,0002023
Samco Dynamic Asset Allocation FundNIFTY 50 Hybrid Composite Debt 50:50 Index1572502023
SBI Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index40,5452502021
Shriram Balanced Advantage FundCRISIL Hybrid 50+50 Moderate Index415002019
Sundaram Dynamic Asset Allocation FundNIFTY 50 Hybrid Composite Debt 50:50 Index1,5961002010
Tata Balanced Advantage FundCRISIL Hybrid 50+50 Moderate Index8,0051002019
The Wealth Company Balanced Advantage FundCRISIL Hybrid 50+50 Moderate Index43Not reported2026
Schemes in this category, A to Z
SchemeBenchmarkAssets, ₹ cr (30 Sep 2026)SIP from, ₹Launched
Quant Dynamic Asset Allocation FundNIFTY 50 Hybrid Composite Debt 50:50 Index8101,0002023
Samco Dynamic Asset Allocation FundNIFTY 50 Hybrid Composite Debt 50:50 Index1572502023
SBI Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index40,5452502021
Shriram Balanced Advantage FundCRISIL Hybrid 50+50 Moderate Index415002019
Sundaram Dynamic Asset Allocation FundNIFTY 50 Hybrid Composite Debt 50:50 Index1,5961002010
Show all 37 schemes
Schemes in this category, A to Z
SchemeBenchmarkAssets, ₹ cr (30 Sep 2026)SIP from, ₹Launched
Aditya Birla Sun Life Balanced Advantage FundCRISIL Hybrid 50+50 Moderate Index9,8361002000
Axis Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index3,6511002017
Bajaj Finserv Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index1,2075002023
Bandhan Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index2,2351002014
Bank of India Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index1741,0002014
Baroda BNP Paribas Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index5,1622502018
Canara Robeco Balanced Advantage FundCRISIL Hybrid 50+50 Moderate Index1,0071,0002024
DSP Dynamic Asset Allocation FundCRISIL Hybrid 50+50 Moderate Index3,7041002014
Edelweiss Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index12,8801002009
Franklin India Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index2,6875002022
HDFC Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index1,02,5341002000
Helios Balanced Advantage FundCRISIL Hybrid 50+50 Moderate Index2651,0002024
HSBC Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index1,4745002011
ICICI Prudential Balanced Advantage FundCRISIL Hybrid 50+50 Moderate Index71,9131002006
Invesco India Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index9031002007
ITI Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index3205002019
JioBlackRock Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 IndexNot reportedNot reported2026
Kotak Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index16,6181002018
LIC MF Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index6532002021
Mahindra Manulife Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index8795002021
Mirae Asset Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index2,109992022
Motilal Oswal Balanced Advantage FundCRISIL Hybrid 50+50 Moderate Index7125002016
Nippon India Balanced Advantage FundCRISIL Hybrid 50+50 Moderate Index9,5321002004
NJ Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index3,2421002021
Parag Parikh Dynamic Asset Allocation FundCRISIL Hybrid 50+50 Moderate Index2,5331,0002024
PGIM India Balanced Advantage FundCRISIL Hybrid 50+50 Moderate Index6811,0002021
Quant Dynamic Asset Allocation FundNIFTY 50 Hybrid Composite Debt 50:50 Index8101,0002023
Samco Dynamic Asset Allocation FundNIFTY 50 Hybrid Composite Debt 50:50 Index1572502023
SBI Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index40,5452502021
Shriram Balanced Advantage FundCRISIL Hybrid 50+50 Moderate Index415002019
Sundaram Dynamic Asset Allocation FundNIFTY 50 Hybrid Composite Debt 50:50 Index1,5961002010
Tata Balanced Advantage FundCRISIL Hybrid 50+50 Moderate Index8,0051002019
The Wealth Company Balanced Advantage FundCRISIL Hybrid 50+50 Moderate Index43Not reported2026
Unifi Dynamic Asset Allocation FundCRISIL Hybrid 50+50 Moderate Index1,4785002025
Union Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index1,1585002017
UTI Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index2,8565002023
WhiteOak Capital Balanced Advantage FundCRISIL Hybrid 50+50 Moderate Index2,2211002023

Regular plan – Growth for every scheme. Source: fund houses’ disclosures; assets at month-end 30 Sep 2026; SIP minimums as read by Felix on 28 Oct 2026; benchmarks as each SID names them.

What changed

  1. 26 Feb 2026SEBI renamed its category from Dynamic Asset Allocation or Balanced Advantage to Dynamic Asset Allocation Fund
  2. 1 Dec 2023Mansi Sajeja became a fund manager
  3. 1 Dec 2023Pradeep Kesavan became a fund manager
  4. 1 Nov 2023Rajeev Radhakrishnan became a fund manager
  5. 7 Sep 2021Re-opened for everyday purchases
  6. 31 Aug 2021Launched
  7. 25 Aug 2021NFO closed
  8. 12 Aug 2021NFO opened

Source: fund house disclosures and SEBI.

Documents

KIM Key information memorandum: the short summary of the SID that comes with every application form.

SBI Mutual Fund publishes the scheme’s documents on its website:

  • Scheme information document (SID)
  • Key information memorandum (KIM)
  • Monthly factsheet
  • Monthly portfolio disclosure

Read SID/KIM on AMC site

Felix links to the fund house’s own copies and never copies them.

Questions about this fund

Who manages it, and since when?

Dinesh Balachandran, since 12 Aug 2021 (Fund manager, equity); Rajeev Radhakrishnan, since 1 Nov 2023 (Co-fund manager debt); Mansi Sajeja, since 1 Dec 2023 (Fund manager, debt); Pradeep Kesavan, since 1 Dec 2023 (Fund manager, foreign securities). Source: SBI Mutual Fund’s disclosures.

What is the minimum SIP?

₹250 a month, as of 28 Oct 2026, from the fund house’s documents.

What is its benchmark?

NIFTY 50 Hybrid Composite Debt 50:50 Index, as the SID names it. Felix shows the benchmark by name only.

When was it launched, and what was it called before?

It was launched on 31 Aug 2021.

How do I invest in it?

Read the SID and KIM on SBI Mutual Fund’s website first. A mutual fund distributor can place your application in this scheme’s Regular plan. Investments made through a mutual fund distributor are in the Regular plan, which includes distributor commission.

What does “Regular plan – Growth” mean?

The Regular plan is the one bought through a distributor; its expenses include the distributor’s commission. In the Growth option, gains stay in the NAV and nothing is paid out.

Where are its documents?

On SBI Mutual Fund’s website: the scheme information document (SID), the key information memorandum (KIM) and the monthly factsheet.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Data on this page

BlockSourceFor
AssetsFund houses’ disclosures, at month-end30 Sep 2026
MinimumsFund house documents, as read by Felix28 Oct 2026
RiskometerFund houses’ disclosures, as read by Felix28 Oct 2026
Asset allocationThe SID, from fund house disclosures28 Oct 2026
Fund managersFund house disclosures28 Oct 2026

Something wrong or out of date? Report an error

When you are ready, invest with a person.

Read SID/KIM on AMC site

The SID and KIM are the final reference for every fact on this page.

Find a mutual fund distributor

Investments made through a mutual fund distributor are in the Regular plan, which includes distributor commission