CASPeR Ranking #100
HSBC Balanced Advantage Fund Growth
NAV (Fri Dec 13 2024)
₹44
Returns (Since Inception)
12.11%
Category Average
12.70%
Rating
3
Allocation and Holdings
Asset class
Weightage
Financial Services
8.04%
Unknown
15.33%
Industrials
3.10%
Healthcare
2.86%
Utilities
2.78%
Get your personalized mutual fund portfolio in 2 minutes.
Overall rating
Scheme Information
Fund name
HSBC Balanced Advantage Fund Growth
Minimum SIP
500
Risk Level
Moderately High risk
AUM
₹1503.94 Cr
ISIN
INF917K01KY4
Inception Date
Feb 07 2011
Standard Deviation
6.142
Beta
-
Sharpe Ratio
0.837
Benchmark
Nifty 50 Hybrid Comp Debt 50:50 TR INR
Expense Ratio
2.100%
Exit Load
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
Moderately High risk
Investment Objective
To seek long term capital growth and income through investments in equity and equity related securities and fixed income instruments. There is no assurance that the objective of the Scheme will be realised and the Scheme does not assure or guarantee any returns.
Fund Managers
Jalpan Shah
Praveen Ayathan
Vihang Naik
Cheenu Gupta
About the AMC
HSBC Asset Management (India) Private Ltd
Phone Number
+91 22 66145000Email Address
hsbcmf@hsbc.co.inCorporate Office Address
HSBC Asset Management (India) Private Ltd.,16, V N Road,,FortOverall AUM
₹1503.94 Cr
Popular Allocation funds
View all FundsFranklin India Equity Advantage Fund Direct Growth
₹3517.97 Cr
15.48%
SBI PSU Regular Growth
₹4686.10 Cr
36.41%
Nippon India Equity Hybrid Fund - Direct Plan - Growth Option
₹3850.47 Cr
17.22%
Nippon India ELSS Tax Saver Fund Direct Plan - Growth Option
₹15665.55 Cr
19.79%
Nippon India Multi Cap Fund - Direct Plan - Growth
₹39000.80 Cr
27.22%
Expert designed mutual fund portfolios
Mutual Funds are a smart way to grow your money. They can help you achieve your financial goals as they have the potential to generate higher-than-inflation returns.