HSBC Balanced Advantage Fund - Regular Growth

HSBC Balanced Advantage Fund - Regular Growth is a scheme launched by HSBC Mutual Fund on February 07, 2011, and falls under the Dynamic Asset Allocation fund category. It currently manages an AUM of Rs 1,554.28 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 2.11% for managing the portfolio.

• Investing Strategy:

  To seek long term capital growth and income through investments in equity and equity related securities and fixed income instruments.

• Performance:

  HSBC Balanced Advantage Fund - Regular Growth trailing returns over different times are 2.12% (1 year), 11.45% (3 year) and 10.17% (5 year). The average annual return of this fund stands at 1.17%.