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- HSBC Mutual Fund
- HSBC Balanced Advantage Fund (G)
HSBC Balanced Advantage Fund (G)
₹ 42.8676
NAV (Oct 15)
Dynamic Asset Allocation Or Balanced Advantage funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 42.8676
NAV (Oct 15)
Fund Returns
Last 1Y | 22.5% |
Last 3Y | 10.6% |
Last 5Y | 11.7% |
Last 10Y | 9.3% |
Since Inception | 11.2% |
6 Month CAGR | 9.6% |
Scheme Information
The scheme seeks to generate long term capital growth and income through investments in equity and equity related securities and fixed income instruments.
Expense Ratio | 2.1 |
Launched (0y ago) | 2.1 |
AUM in Crores | 1509.8 |
ISIN | INF917K01KY4 |
Lock-in | - |
Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 6.2 |
Beta | 0.5 |
Sharpe Ratio | 0.9 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Balanced Advantage Fund (G) | 9,77,784 | 2,45,172 | 11.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Others
18.7%ICICI Bank Ltd.
4.1%GOI
3.9%Aurobindo Pharma Ltd.
3.3%GOI
3.3%Allocation by Sector
Financial
8.2%Services
6.1%Construction
4.5%Healthcare
4.1%Technology
4%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 50,495 cr | ||
₹ 3,342 cr | ||
₹ 5,410 cr | ||
₹ 12,689 cr | ||
₹ 24,796 cr |
About the AMC
HSBC Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
22.5% | 17.7% | ||
25.1% | 22.7% | ||
5.8% | 5.9% | ||
5.6% | 7% | ||
4.4% | 6.6% |
HSBC Balanced Advantage Fund (G) Review
HSBC Balanced Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 11.182% over a period of 13 years. The fund is managed by HSBC Mutual Fund. The fund managers are Gautam Bhupal, Hitesh Gondhia, Kapil Punjabi, Mahesh A Chhabria, Neelotpal Sahai, Praveen Ayathan, Sonal Gupta.
Nav of HSBC Balanced Advantage Fund (G) as of 10/15/2024 is ₹42.87 with the total AUM as of 10/16/2024 is ₹1509.7962. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Balanced Advantage Fund (G) was launched on 2011-02-07. The category risk of the fund is Below Average.
The minimum SIP amount for HSBC Balanced Advantage Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is HSBC Balanced Advantage Fund (G)?
How to invest in HSBC Balanced Advantage Fund (G)?
You can invest in HSBC Balanced Advantage Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of HSBC Balanced Advantage Fund (G)?
The minimum sip amount for HSBC Balanced Advantage Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is HSBC Balanced Advantage Fund (G) good to invest in?
As per Scripbox experts, it is a 2 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HSBC Balanced Advantage Fund (G)?
The expense ratio of the HSBC Balanced Advantage Fund (G) is 2.1% for regular plan.
What is the NAV of HSBC Balanced Advantage Fund (G)?
Today's HSBC Balanced Advantage Fund (G) NAV is ₹42.87.