JS
Jalpan ShahFund Manager Since 30 May 2016
AllocationDynamic Asset Allocation
HSBC Balanced Advantage Fund Direct Plan Growth Option
3Y Annualised
11.48%
0.17% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-1.32%
0.17% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
6 years 5 months
NIFTY 50
6 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹1484.41 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0.01%
Exit Load: For Redemption Load (% of Applicable NAV) If the units redeemed or switched out are upto 10% of the units purchased or switched in (“the limit”) within 1 year from the date of allotment Nil If units redeemed or switched out are over and above the limit within 1 year from the date of allotment 1 If units are redeemed or switched out on or after 1 year from the date of allotment Nil
Risk Profile
Moderately High risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Balanced Advantage Fund Quarterly Payout of Inc Dist cum Cap Wdrl
4.56%
2nd
ICICI Prudential Balanced Advantage Fund Quarterly Rnvstmnt of Inc Dist cum Cap Wdrl
4.56%
3rd
ICICI Prudential Balanced Advantage Fund Direct Plan Quarterly Payout of Inc Dist cum Cap Wdrl
1.80%
4th
ICICI Prudential Balanced Advantage Fund Direct Plan Quarterly Rnvstmnt of Inc Dist cum Cap Wdrl
1.80%
5th
Parag Parikh Dynamic Asset Allocation Fund Direct Growth
0.44%
103rd
HSBC Balanced Advantage Fund Direct Plan Growth Option
-1.32%
Fund Managers
PA
Praveen AyathanFund Manager Since 1 Feb 2016
VN
Vihang NaikFund Manager Since 17 Dec 2019
CG
Cheenu GuptaFund Manager Since 2 Jul 2021
About HSBC Balanced Advantage Fund Direct Plan Growth Option
HSBC Balanced Advantage Fund Direct Plan Growth Option is a Allocation mutual fund scheme from HSBC Asset Management (India) Private Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. HSBC Balanced Advantage Fund Direct Plan Growth Option has ₹1484.41 Cr worth of assets under management (AUM) as of Wed Mar 12 2025. The latest Net Asset Value (NAV) of HSBC Balanced Advantage Fund Direct Plan Growth Option as of Tue Mar 11 2025 is ₹46.3961. The fund has an expense ratio of 0.8%, which is medium comparable to most other Allocation funds.
HSBC Balanced Advantage Fund Direct Plan Growth Option returns for the last 1 year are 5.76%. Since launch, it has delivered 11.71% average annual returns.
The HSBC Balanced Advantage Fund Direct Plan Growth Option has the majority of its money invested in Financial Services, null, Technology, Energy, Healthcare, Industrials sectors.
Top 5 Holdings of HSBC Balanced Advantage Fund Direct Plan Growth Option.
- ICICI Bank Ltd: 6.97%
- HDFC Bank Ltd: 4.23%
- Axis Bank Ltd: 4.02%
- 7.18% Govt Stock 2033: 3.95%
- Infosys Ltd: 3.88%
AMC Information
| Name | HSBC Asset Management (India) Private Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| hsbcmf@hsbc.co.in | |
| Phone | +91 22 66145000 |
| Website | https://www.assetmanagement.hsbc.co.in/en/mutual-funds |
| Address | HSBC Asset Management (India) Private Ltd.,16, V N Road,,Fort |
Tax Implications of HSBC Balanced Advantage Fund Direct Plan Growth Option
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from HSBC Asset Management (India) Private Ltd
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expense ratio
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HSBC Credit Risk Fund Direct Plan Growth
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expense ratio
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HSBC Dynamic Bond Fund Growth
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HSBC Balanced Advantage Fund Direct Plan Growth Option
AllocationDynamic Asset Allocation
3Y CAGR
11.48%
expense ratio
0.80%
fund size
₹1484.41 Cr
HSBC Large Cap Fund - Growth Direct
EquityLarge-Cap
3Y CAGR
13.45%
expense ratio
1.22%
fund size
₹1827.54 Cr
FAQs
What is the current NAV of HSBC Balanced Advantage Fund Direct Plan Growth Option?
What are the average returns of HSBC Balanced Advantage Fund Direct Plan Growth Option?
How do I invest in HSBC Balanced Advantage Fund Direct Plan Growth Option?
What is the expense ratio of HSBC Balanced Advantage Fund Direct Plan Growth Option?
What are net assets under management (AUM) of HSBC Balanced Advantage Fund Direct Plan Growth Option?
What is the PE and PB ratio of HSBC Balanced Advantage Fund Direct Plan Growth Option?
What are the top 5 holdings of HSBC Balanced Advantage Fund Direct Plan Growth Option?
What are the top 3 sectors that HSBC Balanced Advantage Fund Direct Plan Growth Option has invested in?
Who is the manager of HSBC Balanced Advantage Fund Direct Plan Growth Option?
What is the exit load of HSBC Balanced Advantage Fund Direct Plan Growth Option?
How to Redeem HSBC Balanced Advantage Fund Direct Plan Growth Option?
Can I invest in SIP and a Lump Sum of HSBC Balanced Advantage Fund Direct Plan Growth Option?
