Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹500 | ₹5,000 | 0.72 % | 3★ | ₹1,812 | 10 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹500 | ₹5,000 | 0.72 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 3★ | ₹1,812 Cr | 10 Years |
| Rating | Fund Size | Fund Age |
Scheme 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. |
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 4.2% | 9.8% | 8.6% | 11.5% | ||||
| Category Average | 9.0% | 16.9% | 15.2% | - |
Scheme Allocation
Holding
Sector
Asset
GSEC2024
GSEC2025
DLF
Reliance Industr
Zee Entertainmen
Others
Fund House Details
HSBC Balanced Advantage Fund
Fund Manager
Ritesh Jain
Exit Load
| 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. |
|---|
Advance Ratio
| -0.01 | 0.43 | 0.34 | -0.02 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
-
Hybrid | Conservative Hybrid Mutual Funds | 2
9.0%16.9%15.2%1Y3Y5Y -
-
-
AMC Contact Details
L&T Mutual Fund
AUM:
71,703 Cr
Address:
6th Floor, Brindavan, Plot No 177,
CST Road, Kalina, Santacruz(E)
Mumbai - 400098
Contact:
022-66554000
Email ID:
investor.line@lntmf.co.in
Frequently Asked Questions
You can invest in HSBC Balanced Advantage Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for HSBC Balanced Advantage Fund in the search box.
- 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"
The HSBC Balanced Advantage Fund has delivered 11.5% since inception
The NAV of HSBC Balanced Advantage Fund is ₹35.6 as of 02 December 2022.
The expense ratio of HSBC Balanced Advantage Fund is 0.72 % as of 02 December 2022.
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”.
