₹39.29 0.1078%
03-05-202421.88%
Min. SIP ₹500
Min. Investment ₹5000
Monthly SIP Target Amount
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
Start SIPThis Fund | Category Avg. | Benchmark | |
---|---|---|---|
1W | 0.68% | 0.6% | 0.34% |
1M | 1.56% | 1.5% | 0.87% |
3M | 4.19% | 4.06% | 3.77% |
6M | 14.63% | 15.57% | 18.62% |
1Y | 21.88% | 24.92% | 26.18% |
2Y | 13.3% | 14.44% | 16.52% |
3Y | 10.88% | 12.68% | 17.01% |
5Y | 10.26% | 11.9% | 15.41% |
ALL | 10.9% | 12.14% | 14.1% |
Check out what are trolling and rolling returns of this fund ?
Check NowFund Manage - 9
Total AUM. - 15717Cr.
Fund Manage - 12
Total AUM. - 33821Cr.
Fund Manage - 10
Total AUM. - 12395Cr.
Fund Manage - 5
Total AUM. - 3542Cr.
Fund Manage - 3
Total AUM. - 3274Cr.
Check Free KYC
Equity66.7% Debt31.22% Others2.08%
Financial
Energy
Healthcare
Services
Construction
ICICI Bank Ltd.
Reliance Industries Ltd.
HDFC Bank Ltd.
Larsen & Toubro Ltd.
Aurobindo Pharma Ltd.
Financial
Sovereign
7.37% GOI 23/10/2028
7.8% National Bank For Agriculture & Rural Development 15/03/2027
7.06% GOI 10/04/2028
7.18% GOI 14/08/2033
8.1432% LIC Housing Finance Ltd. 25/03/2026
Others
Others
Others
Check out the portfolio analysis of this fund.
Check Now3M 6M 1Yr 3Yr 5Yr
Fund Name | Returns |
---|
Check out the performance of the similar or peer funds
Check NowScheme Name | 1M | 3M | 6M | 1Y | 5Y |
---|---|---|---|---|---|
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth | 5.93% | 17.87% | 48.21% | 65.37% | 0% |
HSBC Multi Cap Fund - Regular - Growth | 4.62% | 9.23% | 34.26% | 62.85% | 0% |
HSBC Infrastructure Fund - Regular Growth | 6.58% | 11.36% | 35.81% | 61.67% | 22.74% |
HSBC Midcap Fund - Regular Growth | 4.68% | 10.89% | 32.03% | 61.23% | 20.85% |
HSBC Value Fund - Regular Growth | 3.93% | 7.97% | 31.58% | 55.16% | 22.26% |
HSBC Small Cap Fund - Regular Growth | 6.24% | 5.6% | 24.46% | 52.02% | 25.91% |
ITI Small Cap Fund Regular - Growth
3Y Returns24.66%
AUM 1840Cr.
Bandhan Small Cap Fund - Regular Plan - Growth
Returns30.79%
AUM 3880Cr.
HDFC Small Cap Fund - Growth Option
3Y Returns31.75%
AUM 26837Cr.
HSBC Small Cap Fund - Regular Growth
Returns33.35%
AUM 13231Cr.
SBI Small Cap Fund - Regular Plan - Growth
3Y Returns24.9%
AUM 23717Cr.
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Returns28.92%
AUM 7821Cr.
Tata Small Cap Fund-Regular Plan-Growth
3Y Returns31.54%
AUM 5819Cr.
Axis Small Cap Fund - Regular Plan - Growth
Returns25.63%
AUM 18616Cr.
Frequently Asked Questions
What is the current NAV of HSBC Balanced Advantage Fund - Regular Growth?
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 Growth as of 03-05-2024 is 39.2881.
What is the expense ratio of HSBC Balanced Advantage Fund - Regular Growth?
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 Growth?
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 Growth?
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 Growth is Rs 1363.34 Crs.
Is HSBC Balanced Advantage Fund - Regular Growth 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 Growth?
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 Growth?
The fund's top 5 holdings are in Bajaj holdings and investment Financial, Energy, Healthcare, Services, Construction.
How to start online SIP in HSBC Balanced Advantage Fund - Regular Growths?
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 Growth?
Redeeming your investments in HSBC Balanced Advantage Fund - Regular Growth 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.