16024
22962
HSBC Balanced Advantage Fund - Direct Growth
12.07
24.28
13.25
1.69
-0.10
3.00
10.31
12.60
  • HSBC Balanced Advantage Fund - Direct Growth

    • Hybrid .
    • Dynamic Asset Allocation or Balanced Advantage
  • NAV

    48.97

    as on 14 Oct 2024

  • ₹0.18 (0.36%)

    Last Change

  • 12.07%

    3Y CAGR returns

  • ₹ 500

    Min SIP
  • ₹ 5000

    Min Lumpsum
  • 0.77%

    Expense Ratio
  • Rating
  • 1,510 Cr

    Fund Size
  • 11 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 14 Oct 2024 )

  • 1Y
  • 3Y
  • 5Y
  • MAX
  • Trailing Returns
  • 24.28%
  • 12.07%
  • 13.25%
  • 12.60
3.85%
3.32%
82.82%
View all Holdings
  • 3.01Alpha
  • 1.79SD
  • 0.45Beta
  • 0.91Sharpe
  • Exit Load
  • If the units redeemed or switched-out are upto 10% of units purchased or switched in (the limit) within 1 year from the date of allotment. 1.00% - For Redemption within 1 year from the date of allotment or Purchase applying First in First Out basis. Nil - For Redemption above 1 year from the date of allotment.
To seek to generate long-term capital appreciation from a diversified portfolio of equity and equity related securities and to generate reasonable returns by investing a portfolio of debt and money market instruments and arbitrage opportunities in the cash and derivatives segments of the equity markets.

Neelotpal Sahai

Low Low to
moderate
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High
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High

HSBC Mutual Fund

  • AUM :
  • 127,365Cr
  • Address :
  • 9-11 Floors, NESCO IT Park,Building no 3, Western ExpressHighway, Goregaon(East) Mumbai-400063
  • Contact :
  • +91022 66145000
  • Email ID :
  • investor.line@mutualfunds.hsbc.co.in
  • Fund Name
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FAQs

You can invest in HSBC Balanced Advantage Fund - Direct Growth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for HSBC Balanced Advantage Fund - Direct Growth in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

HSBC Balanced Advantage Fund - Direct Growth has delivered 12.59% since inception

The NAV of HSBC Balanced Advantage Fund - Direct Growth is ₹47.4129 as of 14 Oct 2024

The expense ratio of HSBC Balanced Advantage Fund - Direct Growth is % as of 14 Oct 2024

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of HSBC Balanced Advantage Fund - Direct Growth 1389.98 CR as of 14 Oct 2024

The minimum SIP amount of HSBC Balanced Advantage Fund - Direct Growth is 500

The top stock holdings of HSBC Balanced Advantage Fund - Direct Growth are

  1. GSEC2033 - 3.85%
  2. ICICI Bank - 3.58%
  3. Aurobindo Pharma - 3.34%
  4. GSEC2028 - 3.32%
  5. Tata Power Co. - 3.09%

The top sectors HSBC Balanced Advantage Fund - Direct Growth has invested in are

  1. Debt - 33.94%
  2. Banks - 7.62%
  3. Pharmaceuticals & Biotech - 7.24%
  4. Finance - 5.36%
  5. Construction - 4.07%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select HSBC Balanced Advantage Fund - Direct Growth in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of HSBC Balanced Advantage Fund - Direct Growth based on your investment objective and risk tolerance

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