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

hybrid

RETURNS (5 YEARS) 11.78%
RETURNS (5 YEARS) 11.78%
NAV ₹23.16
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
-3.90%
3M
-1.79%
6M
1.07%
1Y
12.63%
3Y
11.62%
5Y
11.78%

Fund Essentials

  • 01 Jan 2013

    Fund Started

  • ₹1528.25 Cr

    AUM Fund Size

  • 0.76%

    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

  • 5.52%
  • 3.78%
  • 3.22%
  • 3.08%
  • 3.02%
  • 2.76%
  • 2.71%
  • 2.6%
  • 2.37%
  • 2.32%
  • 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