1. Home
  2. Mutual Funds
16024
22962
HSBC Balanced Advantage Fund - Direct (G)
10.42
3.00
9.45
1.79
1.56
3.54
2.88
11.33
5
1.57
9.45
HSBC Balanced Advantage Fund - Direct (G)
1.57
9.45
1.19
3.5
5 Years
Begin with SIP Invest One-Time
  • NAV

    51.95

    31 Jul 2026

  • 0.32%

     1 Day

  • 10.42%

    3Y CAGR returns

Scheme Compare One click to compare funds with our smart tool—analyze returns & more! Compare

  • ₹ 1000

    Min SIP

  • ₹ 5000

    Min Lumpsum

  • 1.2%

    Expense Ratio

  • 3

     Rating

  • 1,518 Cr

    Fund Size

  • 13 Years

    Fund Age

SIP Calculator

SIP One-Time
₹ ₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Invest Now

Scheme Performance

Returns and Ranks ( as on 31 Jul 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 3.00%
  • 10.42%
  • 9.45%
  • 11.33

Scheme Allocation

By Holding By Sector By Asset
6.01%
4.80%
3.89%
3.80%
3.27%
78.23%
View All

Advance Ratio

  • 4.63Alpha
  • 2.27SD
  • 0.51Beta
  • 0.66Sharpe

Exit Load & Tax Implication

  • 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.
  • Tax implication
  • Returns are taxed as per your Income Tax slab.

Fund Objective

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.

Fund Managers

Neelotpal Sahai

Risk-o-meter

Low Low to
moderate Moderate Moderately
High High Very
High

Peer Comparison

  • Fund Name
View all schemes

More Funds from HSBC Mutual Fund

22962
  • Fund Name

AMC Contact Details

  • Address :
  • 9-11 Floors, NESCO IT Park, Building no 3, Western Express Highway, Goregaon(East) Mumbai-400063
    • Contact :
    • +91022 66145000
    • Email ID :
    • investor.line@mutualfunds.hsbc.co.in
Mutual Fund by Category
Equity Debt Hybrid

Large Cap

  • Fund Name
View all funds

Mid Cap

Multi Cap

ELSS

Focused

Sectoral / Thematic

Small Cap

Dividend Yield

Ultra Short Duration

Liquid Mutual

Gilt Mutual

Long Duration

Overnight Mutual

Floater Mutual

Arbitrage Mutual

Equity Savings Mutual

Aggressive Hybrid Mutual

Other Calculators

Frequently Asked Questions

+91
By proceeding, you agree to all T&C*
Didn't receive the code? Resend

Open Free Demat Account

Be a part of 5paisa community - The first listed discount broker of India.

+91
Resend OTP

By proceeding, you agree to all T&C*

footer_form