HSBC Balanced Advantage Dir IDCW-R

hybrid

RETURNS (5 YEARS) 11.57%
RETURNS (5 YEARS) 11.57%
NAV ₹23.27
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
0.45%
3M
1.77%
6M
5.79%
1Y
4.47%
3Y
13.83%
5Y
11.57%

Fund Essentials

  • 01 Jan 2013

    Fund Started

  • ₹1555.56 Cr

    AUM Fund Size

  • 0.86%

    Expense Ratio

  • ₹1000

    Min SIP Amount

  • Moderate

    Fund Risk

  • 1.0% if redeemed within 0-1 years

    0% if redeemed after 1 years

    Exit Load

Top 10 Holdings

  • 5.96%
  • 5.75%
  • 3.33%
  • 3.27%
  • 3.17%
  • 2.76%
  • 2.68%
  • 2.59%
  • 2.59%
  • 2.58%
  • Neelotpal Sahai

    Manager

  • Mahesh Chhabria

    Manager

  • Praveen Ayathan

    Manager

  • Mohd Asif Rizwi

    Manager

  • Mayank Chaturvedi

    Manager

  • Prakriti Banka

    Manager

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