HSBC Balanced Advantage Fund - Regular Growth
Fund House: HSBC Mutual Fund| Category: Hybrid: Dynamic Asset Allocation |
| Launch Date: 01-01-2013 |
| Asset Class: |
| Benchmark: NIFTY 50 Hybrid Composite debt 50:50 Index |
| TER: 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(Source:AMFI) |
| Turn over: 78% | Exit Load: Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year |
42.1902
-0.1 (-0.2275%)
10.64%
Benchmark: 11.41%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Balanced TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
2 Years 0 Months
11 Years 5 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 7.13 |
| Sharpe Ratio | 0.41 |
| Alpha | 1.13 |
| Beta | 0.77 |
| Yield to Maturity | 7.56 |
| Average Maturity | 3.62 |
PEER COMPARISON
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
11.63%
Others
34.09%
Large Cap
43.97%
Mid Cap
10.31%
