HSBC Balanced Advantage Fund - Regular IDCW HSBC Balanced Advantage Fund - Regular IDCW

HSBC Balanced Advantage Fund - Regular IDCW

  • Current NAV

    ₹19.52 0.0547%

  • Annual Returns


  • Min. SIP ₹500

    Min. Investment ₹5000

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Calculate SIP Returns of HSBC Balanced Advantage Fund - Regular IDCW

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Net Profit ₹ 5,000


Invested Amt. ₹ 10,000


Total Wealth ₹ 15,000

If you start a SIP of Rs 1000 per month from now, your net wealth at retirement will be

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Investment Returns

This Fund Category Avg. Benchmark
1W 0.14% 1.13% 2.57%
1M 1.23% 2.26% 2.94%
3M 2.01% 3.7% 3.66%
6M 10.83% 14.01% 16.48%
1Y 21.08% 25.32% 26.61%
2Y 12.88% 16.95% 20.48%
3Y 6.8% 12.29% 16.23%
5Y 4.89% 12.01% 15.89%
ALL 6% 12.24% 14.14%

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Risk scale

Very High

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Fund Managers

Mahesh A Chhabria
Mahesh A Chhabria

Fund Manage - 9

Total AUM. - 15021Cr.

Gautam Bhupal
Gautam Bhupal

Fund Manage - 13

Total AUM. - 25949Cr.

Sonal Gupta
Sonal Gupta

Fund Manage - 15

Total AUM. - 48923Cr.

Neelotpal Sahai
Neelotpal Sahai

Fund Manage - 12

Total AUM. - 13321Cr.

Praveen Ayathan
Praveen Ayathan

Fund Manage - 5

Total AUM. - 3762Cr.

Hitesh Gondhia
Hitesh Gondhia

Fund Manage - 3

Total AUM. - 3453Cr.


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Portfolio Analysis

Equity68.4% Debt30.4% Others1.2%

Market Cap

Top 5 Sectors






Top 5 Companies

ICICI Bank Ltd.

HDFC Bank Ltd.

Reliance Industries Ltd.

Larsen & Toubro Ltd.

Aurobindo Pharma Ltd.

Market Cap

Top 5 Sectors



Top 5 Companies

7.37% GOI 23/10/2028

7.06% GOI 10/04/2028

7.18% GOI 14/08/2033

7.56% REC Ltd. 30/06/2026

7.54% Small Industries Devp. Bank of India Ltd. 12/01/2026

Market Cap

Top 5 Sectors


Top 5 Companies



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Alternative Fund Category Peer View

3M 6M 1Yr 3Yr 5Yr

Fund Name Returns

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More Funds From HSBC Mutual Fund

Scheme Name 1M 3M 6M 1Y 5Y
HSBC Infrastructure Fund - Regular Growth 12.69% 20.86% 42.24% 72.79% 24.03%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth 9.02% 16.5% 47.7% 67.82% 0%
HSBC Midcap Fund - Regular Growth 6.63% 10.45% 28.29% 63.42% 21.42%
HSBC Multi Cap Fund - Regular - Growth 4.92% 6.44% 26.92% 60.9% 0%
HSBC Value Fund - Regular Growth 6.42% 8.13% 27.77% 59.29% 22.33%
HSBC Business Cycles Fund - Regular Growth 7.87% 12.88% 32.67% 52.64% 19.89%
See More About HSBC Mutual Fund

Top Fund's Comparisions

ITI Small Cap Fund Regular - Growth

3Y Returns21.95%

AUM 1840Cr.


Bandhan Small Cap Fund - Regular Plan - Growth


AUM 3880Cr.

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Nippon India Small Cap Fund - Growth Plan - Growth Option

3Y Returns33.76%

AUM 43816Cr.


Quant Small Cap Fund-Growth


AUM 13002Cr.

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HDFC Small Cap Fund - Growth Option

3Y Returns27.81%

AUM 26837Cr.


HSBC Small Cap Fund - Regular Growth


AUM 13231Cr.

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Franklin India Smaller Companies Fund-Growth

3Y Returns31.11%

AUM 11398Cr.


DSP Small Cap Fund - Regular - Growth


AUM 13095Cr.

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This fund is suitable for those investors
  • Suitability Purpose of this fundPurpose
  • Ideal for a wide range of investors seeking investment opportunities from short to long periods, offering a versatile approach to wealth accumulation
  • Suitability Strategy of this fundStrategy
  • Utilizes a combination of equity and debt investments, dynamically adjusting the mix to respond to market conditions, aiming to optimize returns while minimizing risk.
  • Suitability Duration of this fundDuration
  • A recommended minimum investment period of 1-3 years allows investors to benefit from both the growth potential of equities and the stability of fixed-income securities through various market phases.
  • Suitability Risk Tolerance of this fundRisk Tolerance
  • Anticipates low volatility due to the diversified blend of equities and fixed-income securities, with the fund
  • Suitability Returns Expectation of this fundReturns Expectation
  • Targets a balanced compounded annual growth rate (CAGR) of 10-15%, offering a harmonious blend of stability and growth potential.

Frequently 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 27-05-2024 is 19.5243.

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 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.

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 1363.34 Crs.

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.

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.

What are the top 5 holdings of HSBC Balanced Advantage Fund - Regular IDCW?

The fund's top 5 holdings are in Bajaj holdings and investment Financial, Energy, Healthcare, Construction, Services.

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.

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.

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.

Who manages this fund, and what is their expertise?

Mahesh A Chhabria, 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.

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