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HSBC Balanced Advantage Fund - Regular IDCW
- Hybrid
- Dynamic Asset Allocation
- Moderately High
-
₹19.19
(-0.47%)
Current NAV 08-05-2025
-
-0.51%
Returns
-
Min. SIP ₹500
Min. Investment ₹5000
Fund Suitability Test
Returns (NAV as on 08-May-2025)
Track investment returns to meet financial goals.
| This Fund | Category Avg. | Benchmark | |
|---|---|---|---|
| 1W | -0.27% | 0.16% | 0.48% |
| 1M | 2.03% | 5.85% | -0.89% |
| 3M | -1.53% | 1.71% | -3.19% |
| 6M | -5.06% | -0.54% | -3.77% |
| 1Y | -0.51% | 7.4% | 5.5% |
| 2Y | 5.23% | 15.17% | 12.28% |
| 3Y | 3.61% | 12.48% | 9.65% |
| 5Y | 4.22% | 14.7% | 12.81% |
| ALL | 4.68% | 9.73% | 11.41% |
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Risk Analysis
| Standard Dev | Sharpe | Beta | Alpha | |
|---|---|---|---|---|
| Fund | 6.96% | 0.45% | 0% | 0% |
| Category | 8.43% | 0.48% | 0.48% | 0.48% |
Riskometer
Investors understand that their principal will be at Moderately High risk
Comparison Of HSBC Balanced Advantage Fund - Regular IDCW
Compare your fund with the top category schemes.
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3Y Returns14.49% (p.a.)
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3Y Returns20.17% (p.a.)
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3Y Returns0% (p.a.)
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
3Y Returns14.98% (p.a.)
Mirae Asset Midcap Fund - Regular Plan-Growth Option
3Y Returns17.42% (p.a.)
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns24.65% (p.a.)
Bandhan Retirement Fund - Regular (G)
3Y Returns0% (p.a.)
ICICI Prudential Retirement Fund - Pure Equity - Growth Option
3Y Returns21.95% (p.a.)
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Start SIPPortfolio Summary (as on 31-Jan-2025)
An insight into your portfolio composition.
Equity66.49% Debt30.44% Others3.07%
Equity Market Cap
Top 5 Sectors of Equity
Financial Services 21%
Technology 9%
Industrials 8%
Consumer Cyclical 7%
Healthcare 7%
Top 5 Companies of Equity
ICICI Bank Ltd 6%
Reliance Industries Ltd 3%
Aurobindo Pharma Ltd 3%
Axis Bank Ltd 3%
Tata Power Co Ltd 3%
Debt Market Cap
Top 5 Sectors of Debt
30%
Top 5 Companies of Debt
7.18% Govt Stock 2033 4%
7.06% Govt Stock 2028 3%
7.37% Govt Stock 2028 3%
INDIA UNIVERSAL TRUST AL2 2%
Bajaj Finance Limited 2%
Others Market Cap
Top 5 Sectors of Others
3%
Top 5 Companies of Others
Treps 2%
Axis Bank Limited 1%
LIC Housing Finance Ltd 0%
Net Current Assets (Including Cash & Bank Balances) -0%
Check out the favourite sectors and companies of this fund
Detail Portfolio AnalysisAlternative Fund Category Peer View
Check out the other Mutual Funds in this category
More Funds From HSBC Mutual Fund
| Scheme Name | 1M | 3M | 6M | 1Y | 5Y | |
|---|---|---|---|---|---|---|
| HSBC Credit Risk Fund - Regular Growth | 11.85% | 15.06% | 16.98% | 21.43% | 9.17% | |
| HSBC Credit Risk Fund - Regular IDCW | 11.21% | 13.12% | 12.49% | 11.91% | 2.98% | |
| HSBC Credit Risk Fund - Regular IDCW | 11.21% | 13.12% | 12.49% | 11.91% | 2.98% | |
| HSBC Credit Risk Fund - Regular Annual IDCW | 11.85% | 4.8% | 6.55% | 10.61% | 4.21% | |
| HSBC Credit Risk Fund - Regular Annual IDCW | 11.85% | 4.8% | 6.55% | 10.61% | 4.21% | |
| HSBC Dynamic Bond Fund - Regular Growth | 0.86% | 3.63% | 5.18% | 10.58% | 5.62% | |
| HSBC Gilt Fund - Regular Growth | 0.81% | 3.61% | 4.69% | 9.87% | 5.09% | |
| HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund - Regular - Growth | 1.08% | 2.95% | 4.81% | 9.68% | 0% | |
| HSBC Conservative Hybrid Fund - Regular Growth | 2.2% | 2.37% | 1.57% | 9.62% | 9.73% | |
| HSBC NIFTY 50 INDEX FUND - Regular Growth | 7.69% | 2.94% | 0.52% | 9.55% | 21.84% | |
| HSBC Medium Duration Fund - Regular Growth | 0.87% | 3.06% | 4.98% | 9.47% | 7.15% |
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Chat with usFrequently Asked Questions
What is the current NAV of HSBC Balanced Advantage Fund - Regular IDCW?
Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of HSBC Balanced Advantage Fund - Regular IDCW as of 08-05-2025 is 19.19.
What is the benchmark of HSBC Balanced Advantage Fund - Regular IDCW?
HSBC performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.
Is HSBC Balanced Advantage Fund - Regular IDCW a safe fund to invest?
Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.
What are the top 5 holdings of HSBC Balanced Advantage Fund - Regular IDCW?
The fund's top 5 sectors holdings are Financial Services, Technology, Industrials, Consumer Cyclical, Healthcare, ,
How can I redeem my investments in HSBC Balanced Advantage Fund - Regular IDCW?
Redeeming your investments in HSBC Balanced Advantage Fund - Regular IDCW is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.
Who manages this fund, and what is their expertise?
Mahesh A Chhabria, Kapil Punjabi, Neelotpal Sahai, Praveen Ayathan, Gautam Bhupal, Sonal Gupta, Hitesh Gondhia, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.
What is the expense ratio of HSBC Balanced Advantage Fund - Regular IDCW?
The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.
What is the AUM or size of HSBC Balanced Advantage Fund - Regular IDCW?
AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of HSBC Balanced Advantage Fund - Regular IDCW is Rs 1503.94 Crs. Crs.
Should I invest in HSBC Balanced Advantage Fund - Regular IDCW?
This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.
How to start online SIP in HSBC Balanced Advantage Fund - Regular IDCWs?
MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.
Is there any brokerage/advisory fees on Mutual Fund SIP transactions?
At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.
