HSBC Balanced Advantage Dir IDCW-R

hybrid

RETURNS (5 YEARS) 13.45%
RETURNS (5 YEARS) 13.45%
NAV ₹24.22
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
3.21%
3M
7.15%
6M
13.51%
1Y
24.36%
3Y
12.85%
5Y
13.45%

Fund Essentials

  • 01 Jan 2013

    Fund Started

  • ₹1502.40 Cr

    AUM Fund Size

  • 0.77%

    Expense Ratio

  • ₹1000

    Min SIP Amount

  • Moderately High

    Fund Risk

  • 1.0% if redeemed within 0-1 years

    0% if redeemed after 1 years

    Exit Load

Top 10 Holdings

  • 4.19%
  • 3.81%
  • 3.61%
  • 3.31%
  • 2.87%
  • 2.79%
  • 2.47%
  • 2.24%
  • 2.21%
  • 2.07%
  • Neelotpal Sahai

    Manager

  • Mahesh Chhabria

    Manager

  • Praveen Ayathan

    Manager

  • Gautam Bhupal

    Manager

  • Sonal Gupta

    Manager

  • Hitesh Gondhia

    Manager

  • Kapil Punjabi

    Manager

  • SIP (monthly)
  • One-Time
Minimum amount to be invested is ₹1000
Risk-o-meter
Moderately High