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  • HSBC Balanced Advantage Fund - Regular Growth

HSBC Balanced Advantage Fund - Regular Growth

Category: Hybrid: Dynamic Asset Allocation
Launch Date: 01-01-2013
Asset Class:
Benchmark: NIFTY 50 Hybrid Composite debt 50:50 Index
Expense Ratio: 2.13% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,470.55 Cr As on (31-03-2025)
Turn over: 78
NAV (₹): 41.8803 ₹ -0.31 ( -0.74%)
as on 25-04-2025
CAGR Since Inception - 10.58%
NIFTY 50 Hybrid Composite debt 50:50 Index - 11.41%

Fund Managers

Mahesh A Chhabria, Kapil Punjabi, Neelotpal Sahai, Praveen Ayathan, Gautam Bhupal, Sonal Gupta, Hitesh Gondhia


Investment Objective

The scheme seeks to generate long term capital growth and income through investments in equity and equity related securities and fixed income instruments.

PERFORMANCE of HSBC Balanced Advantage Fund - Regular Growth

Scheme Performance (%) Data as on - 25-04-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HSBC Balanced Advantage Fund - Regular Growth 7.01 11.05 12.12 7.78 10.58
Benchmark - - - - -
Hybrid: Dynamic Asset Allocation 6.05 11.37 14.55 9.5 9.96

RETURNS CALCULATOR for HSBC Balanced Advantage Fund - Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of HSBC Balanced Advantage Fund - Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Balanced Advantage Fund - Regular Growth 5.55 0.41 1.13 0.77 7.56 3.62
Hybrid: Dynamic Asset Allocation - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HSBC Balanced Advantage Fund Reg Gr 01-01-2013 7.01 14.45 11.05 12.12 7.78
UTI Unit Linked Insurance 01-10-1971 13.08 12.86 8.77 12.58 8.02
Axis Balanced Advantage Reg Gr 07-08-2017 12.62 19.57 14.0 14.33 0.0
WhiteOak Capital Balanced Advantage Fund Reg Gr 10-02-2023 11.79 17.18 0.0 0.0 0.0
DSP Dynamic Asset Allocation Reg Gr 01-02-2014 11.53 15.96 11.43 12.93 8.83
ABSL Balanced Advtg Reg Gr 25-04-2000 10.31 16.11 12.59 16.42 10.96
Parag Parikh Dynamic Asset Allocation Reg Gr 27-02-2024 10.12 0.0 0.0 0.0 0.0
UTI Balanced Advantage Fund Reg Gr 10-08-2023 9.99 0.0 0.0 0.0 0.0
Kotak Balanced Advtg Reg Gr 05-07-2018 9.82 14.34 11.65 15.37 0.0
LIC MF Balanced Advantage Fund Reg Gr 05-11-2021 9.58 12.73 10.33 0.0 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of HSBC Balanced Advantage Fund - Regular Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)