HSBC Balanced Advantage Fund
500
Min SIP
5,000
Min Lumpsum
0.77 %
Expense Ratio
Rating
1,482
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 9.9% | 11.4% | 8.4% | 11.3% | ||||
| Category Average | 13.5% | 24.3% | 13.7% | - |
Scheme Allocation
By Holding
By Sector
By Asset
DLF
Reliance Industr
ICICI Bank
HDFC Bank
Infosys
Others
Advance Ratio
0.33
Alpha
1.56
SD
0.31
Beta
0.59
Sharpe
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. |
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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
Ritesh Jain
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- 54,412
-
19.1%Fund Size - 54,412
-
28.2%Fund Size - 54,412
-
14.1%Fund Size - 54,412
-
- 8,906
-
11.7%Fund Size - 8,906
-
18%Fund Size - 8,906
-
12.4%Fund Size - 8,906
-
- 45,584
-
11.1%Fund Size - 45,584
-
17.3%Fund Size - 45,584
-
11%Fund Size - 45,584
-
- 6,711
-
11.4%Fund Size - 6,711
-
17.1%Fund Size - 6,711
-
10.4%Fund Size - 6,711
-
- 6,357
-
12.2%Fund Size - 6,357
-
17%Fund Size - 6,357
-
10.7%Fund Size - 6,357
AMC Contact Details
HSBC Mutual Fund
AUM:
12,789 Cr
Address:
9-11 Floors, NESCO IT Park,
Building no 3, Western Express
Highway, Goregaon(East) Mumbai-400063
Contact:
66145000
Email ID:
hsbcmf@camsonline.com
Frequently Asked Questions
How to invest in HSBC Balanced Advantage Fund ?
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"
What is the NAV of HSBC Balanced Advantage Fund ?
The NAV of HSBC Balanced Advantage Fund is ₹36.9 as of 02 June 2023.
How to redeem HSBC Balanced Advantage Fund holding ?
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”.
What is the minimum sip amount of HSBC Balanced Advantage Fund?
The minimum SIP amount of HSBC Balanced Advantage Fund is ₹500
What are the top sectors HSBC Balanced Advantage Fund has invested in??
The top sectors HSBC Balanced Advantage Fund has invested in are
- DLF - 4.32%
- Reliance Industr - 3.67%
- ICICI Bank - 3.4%
- HDFC Bank - 2.85%
- Infosys - 2.53%
How much returns have HSBC Balanced Advantage Fund generated ?
The HSBC Balanced Advantage Fund has delivered 11.3% since inception
What is the expense ratio of HSBC Balanced Advantage Fund ?
The expense ratio of HSBC Balanced Advantage Fund is 0.77 % as of 02 June 2023.
What is the AUM of HSBC Balanced Advantage Fund?
The AUM of HSBC Balanced Advantage Fund is ₹12,789 Cr as of 02 June 2023
What are the top stock holdings of HSBC Balanced Advantage Fund?
The top stock holdings of HSBC Balanced Advantage Fund are
- DLF - 4.32%
- Reliance Industr - 3.67%
- ICICI Bank - 3.4%
- HDFC Bank - 2.85%
- Infosys - 2.53%