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SBI Balanced Advantage Fund - Portfolio Analysis
- Hybrid
- Dynamic Asset Allocation
- Moderately High
-
₹14.3
(-0.26%)
Current NAV 10-03-2025
-
4.7%
Returns
-
Min. SIP ₹500
Min. Investment ₹5000
Fund Suitability Test
Asset Allocation (As on 31-Jan-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 44.99%
- Debt 28.39%
- Others 26.63%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 54.7 |
| Mid Cap | 8.37 |
| Small Cap | 3.22 |
| Others | -21.29 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Energy
Utilities
Technology
Industrials
Consumer Cyclical
Healthcare
Communication Services
Basic Materials
Consumer Defensive
Real Estate
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 11-Mar-2025 |
Holdings | PE Ratio 11-Mar-2025 |
1Y Return |
|---|---|---|---|---|---|
| HDFC Bank Ltd | Large Cap | Financial Services (18.11) | 4.94% | 18.56 | 16.71% |
| Reliance Industries Ltd | Large Cap | Energy (16.07) | 4.59% | 24.19 | -16.37% |
| Bharti Airtel Ltd | Large Cap | Communication Services (171.68) | 3.32% | 39.13 | 38.66% |
| GAIL (India) Ltd | Large Cap | Utilities (13.21) | 2.78% | 8.42 | -11.83% |
| National Highways Infra Trust Units | 2.48% | - | 0% | ||
| Axis Bank Ltd | Large Cap | Financial Services (24.43) | 2.44% | 28.68 | 29.81% |
| HCL Technologies Ltd | Large Cap | Technology (32.24) | 2.24% | 24.88 | -4.49% |
| Larsen & Toubro Ltd | Large Cap | Industrials (35.76) | 2.15% | 32.08 | -13.54% |
| Mahindra & Mahindra Ltd | Large Cap | Consumer Cyclical (29.64) | 2.14% | 27.31 | 39.29% |
| Tech Mahindra Ltd | Large Cap | Technology (32.24) | 2.11% | 38.81 | 15.15% |
| Tata Steel Ltd | Large Cap | Basic Materials (31.28) | 1.92% | 68.77 | -4.23% |
| Torrent Power Ltd | Mid Cap | Utilities (20.39) | 1.8% | 28.05 | 14.02% |
| Indian Oil Corp Ltd | Large Cap | Energy (15.89) | 1.7% | 16.62 | -28.24% |
| Kotak Mahindra Bank Ltd | Large Cap | Financial Services (24.43) | 1.63% | 26.45 | -0.13% |
| Sun Pharmaceuticals Industries Ltd | Large Cap | Healthcare (44.33) | 1.6% | 33.8 | 0.33% |
| State Bank of India | Large Cap | Financial Services (9.93) | 1.58% | 8.19 | -7.63% |
| CESC Ltd | Small Cap | Utilities (20.73) | 1.46% | 13.26 | 15.04% |
| DLF Ltd | Large Cap | Real Estate (82.83) | 1.32% | 41.72 | -25.85% |
| Ashok Leyland Ltd | Mid Cap | Industrials (28.8) | 1.19% | 20.75 | 17.96% |
| ICICI Bank Ltd | Large Cap | Financial Services (18.11) | 1.14% | 17.03 | 11.41% |
| Tata Motors Ltd | Large Cap | Consumer Cyclical (95.46) | 1.11% | 40.82 | 136.49% |
| Biocon Ltd | Mid Cap | Healthcare (43.91) | 1.09% | 49.25 | 18.09% |
| Tata Consultancy Services Ltd | Large Cap | Technology (32.24) | 1.05% | 26.57 | -13.1% |
| United Spirits Ltd | Large Cap | Consumer Defensive (30.79) | 0.96% | 0 | 0% |
| Petronet LNG Ltd | Mid Cap | Energy (20.14) | 0.95% | 11.8 | 2.56% |
| Cipla Ltd | Large Cap | Healthcare (44.33) | 0.95% | 23.58 | -1.68% |
| Punjab National Bank | Large Cap | Financial Services (9.84) | 0.9% | 6.26 | -25.69% |
| Oil & Natural Gas Corp Ltd | Large Cap | Energy (7.53) | 0.83% | 7.31 | -17.34% |
| Power Grid Corp Of India Ltd | Large Cap | Utilities (25.69) | 0.82% | 16.07 | -5.94% |
| Hindustan Unilever Ltd | Large Cap | Consumer Defensive (38.82) | 0.81% | 0 | 0% |
| ICICI Prudential Life Insurance Co Ltd | Large Cap | Financial Services (18.48) | 0.8% | 81.23 | -8.7% |
| ITC Ltd | Large Cap | Consumer Defensive (24.68) | 0.79% | 24.94 | -2.35% |
| InterGlobe Aviation Ltd | Large Cap | Industrials (22.01) | 0.77% | 29.59 | 44.98% |
| Maruti Suzuki India Ltd | Large Cap | Consumer Cyclical (29.64) | 0.75% | 26.78 | 7.67% |
| Wipro Ltd | Large Cap | Technology (32.46) | 0.68% | 23.73 | 8.92% |
| Tata Power Co Ltd | Large Cap | Utilities (20.73) | 0.63% | 29.54 | -14.41% |
| Bharat Petroleum Corp Ltd | Large Cap | Energy (16.07) | 0.62% | 8.1 | -17.9% |
| Life Insurance Corporation of India | Large Cap | Financial Services (18.7) | 0.61% | 10.89 | -28.76% |
| Cognizant Technology Solutions Corp Class A | Technology | 0.61% | - | 0% | |
| Sona BLW Precision Forgings Ltd | Mid Cap | Consumer Cyclical (35.6) | 0.59% | 54.27 | -25.25% |
| Cummins India Ltd | Large Cap | Industrials (39.88) | 0.57% | 39.8 | 3.11% |
| Carborundum Universal Ltd | Small Cap | Industrials (45.61) | 0.56% | 40.45 | -18.29% |
| Gateway Distriparks Ltd | Small Cap | Industrials (34.57) | 0.48% | 4.93 | -41.76% |
| ICICI Lombard General Insurance Co Ltd | Mid Cap | Financial Services (41.29) | 0.41% | 0 | 2.91% |
| Lupin Ltd | Mid Cap | Healthcare (132.95) | 0.39% | 167.31 | 197.56% |
| Delhivery Ltd | Small Cap | Industrials (33.83) | 0.39% | 892.86 | -45.34% |
| Hindalco Industries Ltd | Large Cap | Basic Materials (30.32) | 0.34% | 38.75 | 29.66% |
| Grasim Industries Ltd | Large Cap | Basic Materials (48.48) | 0.31% | 41.14 | 6.63% |
| Container Corporation of India Ltd | Mid Cap | Industrials (35.08) | 0.28% | 30.54 | -32.63% |
| Infosys Ltd | Large Cap | Technology (32.46) | 0.28% | 25.53 | 5.14% |
| Bajaj Finserv Ltd | Large Cap | Financial Services (100.43) | 0.26% | 33.62 | 12.85% |
| Go Fashion (India) Ltd | Small Cap | Consumer Cyclical (49.81) | 0.25% | 0 | -36.1% |
| Bajaj Auto Ltd | Large Cap | Consumer Cyclical (30.25) | 0.23% | 27.8 | -13.47% |
| Titan Co Ltd | Large Cap | Consumer Cyclical (69.76) | 0.23% | 83.71 | -18.61% |
| Bajaj Finance Ltd | Large Cap | Financial Services (29.89) | 0.21% | 32.31 | 29.21% |
| Aditya Birla Capital Ltd | Mid Cap | Financial Services (30.55) | 0.21% | 11.15 | -11.61% |
| Canara Bank | Mid Cap | Financial Services | 0.2% | - | 0% |
| SBI Life Insurance Co Ltd | Large Cap | Financial Services (18.7) | 0.2% | 0 | -4.86% |
| ACC Ltd | Mid Cap | Basic Materials (48) | 0.2% | 13.58 | -28.85% |
| Indus Towers Ltd Ordinary Shares | Large Cap | Communication Services (18.51) | 0.19% | 9.04 | 38.75% |
| UltraTech Cement Ltd | Large Cap | Basic Materials (55.96) | 0.19% | 44.61 | 34.3% |
| Hindustan Petroleum Corp Ltd | Mid Cap | Energy (16.07) | 0.18% | 11.47 | -4.17% |
| Hero MotoCorp Ltd | Large Cap | Consumer Cyclical (32.49) | 0.16% | 18.05 | -15.41% |
| IndusInd Bank Ltd | Mid Cap | Financial Services (18.11) | 0.15% | 9.68 | -42.4% |
| HDFC Asset Management Co Ltd | Mid Cap | Financial Services (33.31) | 0.14% | 33.21 | -6% |
| Coal India Ltd | Large Cap | Energy (17.25) | 0.14% | 6.7 | -18.31% |
| Bank of Baroda | Large Cap | Financial Services (9.93) | 0.14% | 5.17 | -27.57% |
| Alkem Laboratories Ltd | Mid Cap | Healthcare (38.82) | 0.14% | 57.92 | -8.63% |
| NTPC Ltd | Large Cap | Utilities (20.73) | 0.13% | 14.62 | -4.72% |
| JSW Steel Ltd | Large Cap | Basic Materials (20.62) | 0.11% | 20.56 | 23.11% |
| Shriram Finance Ltd | Financial Services | 0.1% | - | 0% | |
| Dabur India Ltd | Large Cap | Consumer Defensive (55.79) | 0.09% | 48.66 | -7.72% |
| Vodafone Idea Ltd | Mid Cap | Communication Services (171.68) | 0.09% | -1.88 | -46.47% |
| The Federal Bank Ltd | Mid Cap | Financial Services (18.14) | 0.09% | 10.81 | 15.24% |
| Jindal Steel & Power Ltd | Mid Cap | Basic Materials (22.63) | 0.08% | 22.69 | 10.02% |
| REC Ltd | Large Cap | Financial Services (12.79) | 0.07% | 6.63 | -16.64% |
| Bharat Heavy Electricals Ltd | Mid Cap | Industrials (81.49) | 0.06% | 130.87 | -23.33% |
| Zomato Ltd | Large Cap | Consumer Cyclical (36.51) | 0.04% | -10.49 | 85.47% |
| NMDC Ltd | Mid Cap | Basic Materials (10.05) | 0.04% | 10.88 | 109.86% |
| LIC Housing Finance Ltd | Mid Cap | Financial Services (17.86) | 0.04% | 5.46 | -21.23% |
| Tata Consumer Products Ltd | Large Cap | Consumer Defensive (89.71) | 0.04% | 82.65 | -20.36% |
| Bandhan Bank Ltd | Small Cap | Financial Services (18.04) | 0.03% | 0 | -26.51% |
| Crompton Greaves Consumer Electricals Ltd | Small Cap | Consumer Cyclical (82.18) | 0.03% | 42.58 | 20.28% |
| Godrej Consumer Products Ltd | Large Cap | Consumer Defensive (57.07) | 0.03% | -236.86 | -17.18% |
| Marico Ltd | Mid Cap | Consumer Defensive (101.43) | 0.03% | 23.47 | -0.76% |
| HDFC Life Insurance Co Ltd | Large Cap | Financial Services (18.48) | 0.02% | 78.35 | 2.53% |
| ITC Hotels Ltd | Consumer Cyclical | 0.02% | - | 0% | |
| Vedanta Ltd | Large Cap | Basic Materials (16.96) | 0.02% | 13.44 | 60.7% |
| Indian Energy Exchange Ltd | Small Cap | Financial Services (82.79) | 0.02% | 34.56 | 7.07% |
| Hindustan Aeronautics Ltd Ordinary Shares | Large Cap | Industrials (40.89) | 0.02% | 26.23 | 2.86% |
| Apollo Hospitals Enterprise Ltd | Mid Cap | Healthcare (88.87) | 0.01% | 67.14 | -1.39% |
| Aurobindo Pharma Ltd | Mid Cap | Healthcare (43.91) | 0.01% | 18.19 | 2.75% |
| Steel Authority Of India Ltd | Mid Cap | Basic Materials (29.14) | 0.01% | 19.49 | -15.3% |
| Exide Industries Ltd | Mid Cap | Consumer Cyclical (26.95) | 0.01% | 37.18 | 7.4% |
| Havells India Ltd | Large Cap | Industrials (78.4) | 0.01% | 64.47 | -1.93% |
| Trent Ltd | Large Cap | Consumer Cyclical (47.79) | 0.01% | 91.99 | 24.91% |
| Asian Paints Ltd | Large Cap | Basic Materials | 0% | - | 0% |
| Indian Hotels Co Ltd | Mid Cap | Consumer Cyclical (85.19) | 0% | 58.48 | 26.11% |
| Ambuja Cements Ltd | Large Cap | Basic Materials (26.26) | 0% | 0 | 0% |
| Dr Reddy's Laboratories Ltd | Large Cap | Healthcare | 0% | - | 0% |
| Grasim Industries Ltd Ordinary Shares (Partly Paid Rs.1) | 0% | - | 0% | ||
| Britannia Industries Ltd | Large Cap | Consumer Defensive (54.11) | 0% | 53.16 | -3.57% |
| Future on ACC Ltd | -0% | - | 0% | ||
| Future on Ambuja Cements Ltd | -0% | - | 0% | ||
| Future on HCL Technologies Ltd | -0% | - | 0% | ||
| Future on Crompton Greaves Consumer Electricals Ltd | -0% | - | 0% | ||
| The Indian Hotels Company Ltd. 27-Feb-25 | -0% | - | 0% | ||
| Future on United Spirits Ltd | -0% | - | 0% | ||
| Future on Asian Paints Ltd | -0% | - | 0% | ||
| Future on Trent Ltd | -0.01% | - | 0% | ||
| Future on Havells India Ltd | -0.01% | - | 0% | ||
| Future on Exide Industries Ltd | -0.01% | - | 0% | ||
| Future on Steel Authority Of India Ltd | -0.01% | - | 0% | ||
| Future on Aurobindo Pharma Ltd | -0.01% | - | 0% | ||
| Future on Container Corporation of India Ltd | -0.01% | - | 0% | ||
| Future on Apollo Hospitals Enterprise Ltd | -0.01% | - | 0% | ||
| Future on Tech Mahindra Ltd | -0.02% | - | 0% | ||
| Future on Hindustan Aeronautics Ltd Ordinary Shares | -0.02% | - | 0% | ||
| Future on Indian Energy Exchange Ltd | -0.02% | - | 0% | ||
| Future on Vedanta Ltd | -0.02% | - | 0% | ||
| Future on Grasim Industries Ltd | -0.02% | - | 0% | ||
| Future on HDFC Life Insurance Co Ltd | -0.02% | - | 0% | ||
| Future on Marico Ltd | -0.03% | - | 0% | ||
| Future on Godrej Consumer Products Ltd | -0.03% | - | 0% | ||
| Future on Bandhan Bank Ltd | -0.03% | - | 0% | ||
| Future on Tata Consumer Products Ltd | -0.04% | - | 0% | ||
| Future on LIC Housing Finance Ltd | -0.04% | - | 0% | ||
| Future on NMDC Ltd | -0.04% | - | 0% | ||
| Future on Infosys Ltd | -0.04% | - | 0% | ||
| Future on Cipla Ltd | -0.04% | - | 0% | ||
| Future on Axis Bank Ltd | -0.04% | - | 0% | ||
| Future on Zomato Ltd | -0.04% | - | 0% | ||
| Future on Bharat Petroleum Corp Ltd | -0.05% | - | 0% | ||
| Future on Tata Motors Ltd | -0.06% | - | 0% | ||
| Future on Bharat Heavy Electricals Ltd | -0.06% | - | 0% | ||
| Future on REC Ltd | -0.07% | - | 0% | ||
| Future on Jindal Steel & Power Ltd | -0.08% | - | 0% | ||
| Future on The Federal Bank Ltd | -0.09% | - | 0% | ||
| Future on Vodafone Idea Ltd | -0.09% | - | 0% | ||
| Future on Dabur India Ltd | -0.09% | - | 0% | ||
| Future on Shriram Finance Ltd | -0.11% | - | 0% | ||
| Future on JSW Steel Ltd | -0.11% | - | 0% | ||
| Future on NTPC Ltd | -0.13% | - | 0% | ||
| Future on Bank of Baroda | -0.14% | - | 0% | ||
| Future on HDFC Asset Management Co Ltd | -0.14% | - | 0% | ||
| Future on Coal India Ltd | -0.14% | - | 0% | ||
| Future on IndusInd Bank Ltd | -0.15% | - | 0% | ||
| Future on Hero MotoCorp Ltd | -0.16% | - | 0% | ||
| Future on Wipro Ltd | -0.16% | - | 0% | ||
| Future on Hindustan Petroleum Corp Ltd | -0.18% | - | 0% | ||
| Future on UltraTech Cement Ltd | -0.19% | - | 0% | ||
| Indus Towers Ltd. 27-Feb-25 | -0.19% | - | 0% | ||
| Future on SBI Life Insurance Co Ltd | -0.2% | - | 0% | ||
| Future on Canara Bank | -0.2% | - | 0% | ||
| Future on Tata Steel Ltd. | -0.21% | - | 0% | ||
| Future on Aditya Birla Capital Ltd | -0.21% | - | 0% | ||
| Future on Bajaj Finance Ltd | -0.21% | - | 0% | ||
| Future on Titan Co Ltd | -0.23% | - | 0% | ||
| Future on Bajaj Auto Ltd | -0.23% | - | 0% | ||
| Future on Hindalco Industries Ltd | -0.34% | - | 0% | ||
| Future on Maruti Suzuki India Ltd | -0.36% | - | 0% | ||
| Future on Lupin Ltd | -0.4% | - | 0% | ||
| Future on ICICI Lombard General Insurance Co Ltd | -0.41% | - | 0% | ||
| Future on Oil & Natural Gas Corp Ltd | -0.42% | - | 0% | ||
| Future on Petronet LNG Ltd | -0.49% | - | 0% | ||
| Future on Hindustan Unilever Ltd | -0.49% | - | 0% | ||
| Future on Tata Consultancy Services Ltd | -0.52% | - | 0% | ||
| Future on Cummins India Ltd | -0.57% | - | 0% | ||
| Future on Tata Power Co Ltd | -0.64% | - | 0% | ||
| Future on Sun Pharmaceuticals Industries Ltd | -0.64% | - | 0% | ||
| Future on Kotak Mahindra Bank Ltd | -0.71% | - | 0% | ||
| Future on InterGlobe Aviation Ltd | -0.77% | - | 0% | ||
| Future on Reliance Industries Ltd | -0.78% | - | 0% | ||
| Future on Power Grid Corp Of India Ltd | -0.81% | - | 0% | ||
| Indian Oil Corporation Ltd. 27-Feb-25 | -0.86% | - | 0% | ||
| Future on GAIL (India) Ltd | -0.93% | - | 0% | ||
| Future on Bharti Airtel Ltd | -1.06% | - | 0% | ||
| Future on ICICI Bank Ltd | -1.14% | - | 0% | ||
| Future on Larsen & Toubro Ltd | -1.19% | - | 0% | ||
| Future on DLF Ltd | -1.33% | - | 0% | ||
| Future on HDFC Bank Ltd | -1.5% | - | 0% | ||
| Future on State Bank of India | -1.59% | - | 0% | ||
| Future on Mahindra & Mahindra Ltd | -2.15% | - | 0% |
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View Stock InformationMarket Cap Allocation Of Debt
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 28.39 |
Sector Allocation of Debt
Weightage of Portfolio Among Different Sectors.
Current Stocks Holdings of Debt
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| 7.18% Govt Stock 2033 | 3.55% | - | 0% | ||
| 7.32% Govt Stock 2030 | 2.17% | - | 0% | ||
| Cholamandalam Investment And Fin. Co. Ltd | 1.72% | - | 0% | ||
| Brookfield India Real Estate Trust | (21.38) | 1.64% | -4975.5 | 18.61% | |
| 7.18% Govt Stock 2037 | 1.54% | - | 0% | ||
| Cholamandalam Investment & Finance Co. Ltd. | 1.25% | - | 0% | ||
| Bajaj Finance Limited | 1.14% | - | 0% | ||
| 7.34% Govt Stock 2064 | 1.09% | - | 0% | ||
| LIC Housing Finance Ltd | 0.99% | - | 0% | ||
| Embassy Office Parks Reit | (21.44) | 0.93% | 37.64 | -4.21% | |
| Bharti Telecom Limited 8.75% | 0.91% | - | 0% | ||
| Haryana (State Of) 7.14% | 0.9% | - | 0% | ||
| Jamnagar Utilities And Power Private Limited | 0.76% | - | 0% | ||
| ICICI Prudential Life Insurance Co Ltd. | 0.73% | - | 0% | ||
| Godrej Properties Limited | 0.68% | - | 0% | ||
| Tata Capital Limited | 0.62% | - | 0% | ||
| Bajaj Housing Finance Limited | 0.61% | - | 0% | ||
| 7.1% Govt Stock 2029 | 0.61% | - | 0% | ||
| Bharti Telecom Limited | 0.61% | - | 0% | ||
| 6.79% Govt Stock 2034 | 0.6% | - | 0% | ||
| State Bank of India | 0.6% | - | 0% | ||
| Muthoot Finance Limited | 0.6% | - | 0% | ||
| Mindspace Business Parks Reit | 0.57% | - | 0% | ||
| Hdb Financial Services Limited | 0.54% | - | 0% | ||
| Mahindra Rural Housing Finance Ltd. | 0.46% | - | 0% | ||
| Summit Digitel Infrastructure Limited | 0.45% | - | 0% | ||
| Hdb Financial Services Ltd. | 0.45% | - | 0% | ||
| Torrent Power Limited | 0.31% | - | 0% | ||
| 7.37% Govt Stock 2028 | 0.31% | - | 0% | ||
| National Bank For Agriculture And Rural Development | 0.3% | - | 0% | ||
| Muthoot Finance Limited | 0.23% | - | 0% | ||
| Torrent Power Limited | 0.16% | - | 0% | ||
| Bank Of Baroda( Tier Ii Bond Under Basel Iii ) | 0.15% | - | 0% | ||
| Tata Communications Limited | 0.15% | - | 0% | ||
| Torrent Power Limited | 0.08% | - | 0% | ||
| 6.92% Govt Stock 2039 | 0% | - | 0% | ||
| ICICI Bank Ltd. | 0% | - | 0% | ||
| National Bank For Agriculture And Rural Development | 0% | - | 0% |
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View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 26.63 |
Sector Allocation of Others
Weightage of Portfolio Among Different Sectors.
Current Stocks Holdings of Others
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Cash Offset For Derivatives | 24.5% | - | 0% | ||
| Treps | 1.66% | - | 0% | ||
| Net Receivable / Payable | 0.4% | - | 0% | ||
| Margin Amount For Derivative Positions | 0.07% | - | 0% | ||
| Punjab National Bank | 0% | - | 0% |
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Chat with usFrequently Asked Questions
What is Market cap allocation in the portfolio?
In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.
Top 5 holdings for SBI Balanced Advantage Fund ?
The top holdings of this fund are
How do I create a good mutual fund portfolio?
Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.
How to maintain a good portfolio?
Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.
What is sector allocation in the portfolio?
The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.
Top 5 Sector for SBI Balanced Advantage Fund ?
The major sectors of this fund are .
What is the ideal number of funds to have in a portfolio?
There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.
How does risk tolerance play a role in determining portfolio allocation?
Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.
