HSBC Balanced Advantage Fund - Regular Growth

2
Dynamic Asset Allocation NAV 31.5950 0 25 November, 2022
HSBC Balanced Advantage Fund - Regular Growth was previously known as

L&T Dynamic Equity Fund (G)

Fund Details

Category Dynamic Asset Allocation
Fund Type Open Ended
Investment Plan Growth
Launch Date 05 January, 2011
Benchmark S&P BSE 200
Asset Size(Cr) 1,812.12 (As on 31-10-2022)
Turn over 386.02%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 2.08% (As on 31-10-2022)
Fund Manager Praveen Ayathan, Jalpan Shah, Vihang Naik, Cheenu Gupta

Investment Returns (As on 25 Nov, 2022)

Duration Returns Benchmark Category
1 W -0.14% -31.17% -0.52%
1 M 1.42% -28.09% 1.51%
3 M 1.66% -28.86% 2.27%
6 M 5.03% -21.7% 7.37%
1 Y 1.24% -28.02% 3.5%
2 Y 6.76% 0.29% 11%
3 Y 7.85% 2.98% 10.75%
5 Y 6.9% 5.4% 7.77%

Risk Mesasures (As on 25 Nov, 2022)

Std Dev Sharpe Beta Alpha
Fund 8.36 0.46 -1.27 0.48
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 31 Oct, 2022)

Assets Allocation

Sector Holdings
Others 25.81%

Return Calculator

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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 1.24% 7.85% 6.9%

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