HSBC Balanced Advantage Fund does not yet have a 5-year performance history.
The average return for Dynamic Asset Allocation funds is 51.19% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | -6.07% | 1.03% |
| 2 Year Return | 0.69% | 10.99% |
| 3 Year Return | 0.21% | 29.11% |
| 4 Year Return | 3.92% | 41.83% |
| 5 Year Return | 4.58% | 51.19% |
| 6 Year Return | 0.41% | 76.99% |
| 7 Year Return | 2.61% | 95.33% |
| Expense Ratio | 1.81% | - |
AMC: HSBC
Category: Hybrid • Dynamic Asset Allocation
Launch Date: 17 Jan 2011
Fund Manager: Mr. Mahesh Chhabria
Minimum Purchase: ₹5,000
Exit Load: If the units redeemed or switched out are upto 10% of the units purchased or switched in (the limit) within 1 year from the date of allotment - Nil If units redeemed or switched out are over and above the limit within 1 year from the date of allot ment - 1%. If units are redeemed or switched out on or after 1 year from the date of allotment - Nil.
Lock-in: 0
Risk: Moderate Risk
HSBC Balanced Advantage Fund is managed by HSBC and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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