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SBI Balanced Advantage Fund

SBI Mutual Fund Dynamic Asset Allocation Fund Active Stock Picker As of 2026-05-31
Compare Run analysis
Holdings
130
Well diversified
Top 10 weight
28%
Concentration
Active share
61%
Active Stock Picker
Equity
-
Asset allocation

Portfolio

43Sectors 9High-conviction bets 16%Top sector wt. -Cash

Market-cap allocation

Large cap52%
Mid cap10%
Small cap6%

Asset allocation

Asset mix not available.

Top holdings

Reliance Industries Ltd.EQUITY
5.0%
HDFC Bank Ltd.EQUITY
4.0%
TREPSCASH_EQUIVALENT
4.0%
ICICI Bank Ltd.EQUITY
3.4%
Larsen & Toubro Ltd.EQUITY
2.9%
GAIL (India) Ltd.EQUITY
2.4%
Tata Motors Passenger Vehicles Ltd.EQUITY
2.2%
Tata Steel Ltd.EQUITY
2.1%
Tech Mahindra Ltd.EQUITY
2.0%
364 DAY T-BILL 04.03.27DEBT
2.0%

AI Smart summary

Pros

  • Well-diversified across 130 holdings.
  • Low top-10 concentration (28%).

Cons

  • Concentrated in Banks - watch sector risk.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in Dynamic Asset Allocation Fund.

HDFC Balanced Advantage Fund312 holdings · 52% AS
Kotak Balanced Advantage Fund206 holdings · 53% AS
ICICI Prudential Balanced Advantage Fund203 holdings · 52% AS
Axis Balanced Advantage Fund158 holdings · 53% AS
NIPPON INDIA BALANCED ADVANTAGE FUND148 holdings · 55% AS
NJ Balanced Advantage Fund144 holdings · 68% AS

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Banks15.6%
Sovereign7.2%
Petroleum Products6.6%
CRISIL AAA6.0%
Automobiles4.8%
Power4.7%
Pharmaceuticals & Biotechnology4.2%
IT - Software4.0%
Retailing3.2%
CRISIL A1+3.1%
Finance3.1%
Telecom - Services3.0%
Construction2.9%
Realty2.8%