HSBC Balanced Advantage Fund Direct Plan Growth Option

hybrid

RETURNS (5 YEARS) 12.59%
RETURNS (5 YEARS) 12.59%
NAV ₹50.25
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
0.55%
3M
6.64%
6M
2.18%
1Y
6.25%
3Y
14.57%
5Y
12.59%

Fund Essentials

  • 01 Jan 2013

    Fund Started

  • ₹1555.13 Cr

    AUM Fund Size

  • 0.82%

    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

  • 6.91%
  • 6.83%
  • 5.29%
  • 4.33%
  • 3.23%
  • 2.77%
  • 2.72%
  • 2.7%
  • 2.7%
  • 2.6%
  • Neelotpal Sahai

    Manager

  • Mahesh Chhabria

    Manager

  • Praveen Ayathan

    Manager

  • Sonal Gupta

    Manager

  • Mohd Asif Rizwi

    Manager

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