HSBC Balanced Advantage Fund - Regular Growth

0
Dynamic Asset Allocation NAV 35.9783 0 01 December, 2023

Fund Details

Category Dynamic Asset Allocation
Fund Type Open Ended
Investment Plan Growth
Launch Date 01 January, 2013
Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index
Asset Size(Cr) 1363.64229
ISIN No. INF917K01KY4
Turn over 49%
Min Investment ₹ 5000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year
Expense Ratio 2.13
Fund Manager Mahesh A Chhabria, Neelotpal Sahai, Praveen Ayathan, Gautam Bhupal, Hitesh Gondhia
Fund House HSBC Mutual Fund

Investment Returns (As on 01 Dec, 2023)

Duration Returns Benchmark Category
1 W -0.25% 1.58% 1.13%
1 M -0.01% 4.02% 2.56%
3 M 2.37% 1.44% 1.76%
6 M 9.19% 0.35% 1.39%
1 Y 11.99% 7.25% 5.92%
2 Y 5.75% 12.49% 7.65%
3 Y 8.51% 23.79% 13.21%
5 Y 8.56% 12.46% 7.76%

Risk Mesasures (As on 01 Dec, 2023)

Std Dev Sharpe Beta Alpha
Fund 5.4 1.02 -0.3 0.37
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 29 Sep, 2023)

Assets Allocation

Sector Holdings
Others 1.71%

Return Calculator

  • ₹0 (0.0)
  • ₹0 (0.0)
  • ₹0 (0.0)

Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
HSBC Balanced Advantage Fund - Regular Growth 11.99% 8.51% 8.56%

Fill this form now to make an investment!

Add to Cart Successfully
Add to Cart Successfully