HSBC Balanced Advantage Fund - Direct Growth
-
NAV
49.30
as on 20 Dec 2024
-
₹-0.42 (-0.85%)
Last Change
-
13.57%
3Y CAGR returns
-
₹ 500
Min SIP -
₹ 5000
Min Lumpsum -
0.76%
Expense Ratio -
1,523 Cr
Fund Size -
11 Years
Fund Age
Returns and Ranks ( as on 20 Dec 2024 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 18.34%
- 13.57%
- 12.54%
- 12.46
- 3.47Alpha
- 1.77SD
- 0.43Beta
- 0.93Sharpe
- Exit Load
- If the units redeemed or switched-out are upto 10% of units purchased or switched in (the limit) within 1 year from the date of allotment. 1.00% - For Redemption within 1 year from the date of allotment or Purchase applying First in First Out basis. Nil - For Redemption above 1 year from the date of allotment.
Neelotpal Sahai
moderate Moderate Moderately
High High Very
High
- Fund Name
- Fund Size (Cr.) - ₹ 1,523
- Fund Size (Cr.) - ₹ 95,570
- Fund Size (Cr.) - ₹ 926
- Fund Size (Cr.) - ₹ 136
- Fund Size (Cr.) - ₹ 8,850
HSBC Mutual Fund
- AUM :
- 127,365Cr
- Address :
- 9-11 Floors, NESCO IT Park,Building no 3, Western ExpressHighway, Goregaon(East) Mumbai-400063
- Contact :
- +91022 66145000
- Email ID :
- investor.line@mutualfunds.hsbc.co.in
- Fund Name
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 2,585
-
- Equity
- Mid Cap Fund
- AUM - ₹ 11,912
-
- Equity
- Small Cap Fund
- AUM - ₹ 17,237
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 1,016
-
- Equity
- Value Fund
- AUM - ₹ 13,675
-
- Equity
- Large & Mid Cap Fund
- AUM - ₹ 3,979
Large Cap
- Fund Name
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 35,313
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 36,587
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 63,938
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 2,403
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 495
Mid Cap
Multi Cap
ELSS
Focused
Sectoral / Thematic
Small Cap
Dividend Yield
Ultra Short Duration
Liquid Mutual
Gilt Mutual
Long Duration
Overnight Mutual
Floater Mutual
Arbitrage Mutual
Equity Savings Mutual
Aggressive Hybrid Mutual
FAQs
You can invest in HSBC Balanced Advantage Fund - Direct Growth in a quick and simple process. Follow the below steps
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for HSBC Balanced Advantage Fund - Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"
HSBC Balanced Advantage Fund - Direct Growth has delivered 12.59% since inception
The NAV of HSBC Balanced Advantage Fund - Direct Growth is ₹47.4129 as of 20 Dec 2024
The expense ratio of HSBC Balanced Advantage Fund - Direct Growth is % as of 20 Dec 2024
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units
The AUM of HSBC Balanced Advantage Fund - Direct Growth 1389.98 CR as of 20 Dec 2024
The minimum SIP amount of HSBC Balanced Advantage Fund - Direct Growth is 500
The top stock holdings of HSBC Balanced Advantage Fund - Direct Growth are
- ICICI Bank - 5.62%
- GSEC2033 - 3.77%
- GSEC2028 - 3.21%
- Polycab India - 3.10%
- Aurobindo Pharma - 2.86%
The top sectors HSBC Balanced Advantage Fund - Direct Growth has invested in are
- Debt - 33.94%
- Banks - 7.62%
- Pharmaceuticals & Biotech - 7.24%
- Finance - 5.36%
- Construction - 4.07%
- Step 1: Visit the fund house website
- Step 2: Log in to your account by adding Folio No. and M-Pin
- Step 3: Click on Widhrawal > Redemption
- Step 4: Select HSBC Balanced Advantage Fund - Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Yes, You can select both SIP or Lumpsum investment of HSBC Balanced Advantage Fund - Direct Growth based on your investment objective and risk tolerance