HSBC Balanced Advantage Fund Direct Plan Reinvestment of Income Dis cum Cap wdrl

hybrid

RETURNS (5 YEARS) 11.30%
RETURNS (5 YEARS) 11.30%
NAV ₹22.40
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
-2.50%
3M
-2.60%
6M
-2.42%
1Y
7.20%
3Y
11.47%
5Y
11.30%

Fund Essentials

  • 01 Jan 2013

    Fund Started

  • ₹1484.41 Cr

    AUM Fund Size

  • 0.78%

    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

  • 5.76%
  • 3.93%
  • 3.34%
  • 2.98%
  • 2.81%
  • 2.73%
  • 2.66%
  • 2.64%
  • 2.59%
  • 2.53%
  • Neelotpal Sahai

    Manager

  • Mahesh Chhabria

    Manager

  • Praveen Ayathan

    Manager

  • Gautam Bhupal

    Manager

  • Sonal Gupta

    Manager

  • Hitesh Gondhia

    Manager

  • Mohd Asif Rizwi

    Manager

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