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HSBC Balanced Advantage Fund

Growth
50.160.37% (-0.19)

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HSBC Balanced Advantage Fund

Growth
HybridBalanced Advantage Fund
Mid-size FundAssets Under Mgmt: ₹ 1,523 Cr
High RiskPrinciple investment will be at high risk
50.160.37% (-0.19)

Price Chart

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Returns
0.00%
1M
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SIP
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1M
6M
1Y
3Y
5Y
Max
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HybridBalanced Advantage Fund
Mid-size FundAssets Under Mgmt: ₹ 1,523 Cr
High RiskPrinciple investment will be at high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.7645.942.21
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.3239.211.63

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
Nil for 10% of units and 1% for remaining units on or before 1Y Nil after 1Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
NIFTY 50 Hybrid Composite Debt 50:50 Index

About Balanced Advantage Fund

Balanced advantage funds are equity mutual funds that have equity allocation between 30% and 80% depending on the PE ratio and market valuation

Peers & Comparison

Comparing 3 mutual funds from 
HybridBalanced Advantage Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
HSBC Balanced Advantage Fund21.41%13.59%12.69%
HDFC Balanced Advantage Fund23.59%23.01%15.91%
ICICI Pru Balanced Advantage Fund16.77%13.34%13.43%
SBI Balanced Advantage Fund18.85%14.57%14.00%

Price Comparison

Compare HSBC Balanced Advantage Fund with any MF, ETF, stock or index
Compare HSBC Balanced Advantage Fund with any MF, ETF, stock or index
HSBC Balanced Advantage Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
+1 moreCash & EquivalentsSecured DebtGovernment SecuritiesCorporate DebtEquity0.92%1.59%1.78%12.07%15.89%67.74%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+28 morePublic BanksPharmaceuticalsSpecialized FinanceG-SecPrivate Banks50.27 %6.93 %7.59 %9.59 %12.07 %13.55 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2415.89%16.08%11.72%9.25%9.48%13.55%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • ICICI Bank Ltd
    ICICIBANK
    3M change : 1.43 %

    Holdings

    5.62 %

    1.43 %
  • Polycab India Ltd
    POLYCAB
    3M change : 1.21 %

    Holdings

    3.10 %

    1.21 %
  • Aurobindo Pharma Ltd
    AUROPHARMA
    3M change : -0.75 %

    Holdings

    2.86 %

    -0.75 %

AMC Profile

HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019

  • No.of Schemes

    44

  • Total AUM

    ₹ 1,29,716.70 Cr.

Fund Manager Profile

Neelotpal Sahai

AUM:  ₹5,243.28 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 18yrs

Gautam Bhupal

AUM:  ₹37,095.22 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Mahesh Chhabria

AUM:  ₹18,825.58 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 11yrs

Kapil Punjabi

AUM:  ₹46,872.55 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 6yrs

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

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