HSBC Balanced Advantage Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

HSBC Balanced Advantage Growth Direct Plan

NAV
₹50.4660
-0.05%
(17 Jul)
AUM
1,555 Cr
TER
0.82%
Risk
Moderately High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+8.5%
+6.3%
+5.8%
+5.4%
+4.0%
+3.6%
3Y
+18.8%
+17.5%
+14.9%
+17.4%
+23.1%
+14.6%
5Y
+17.8%
NA
+12.6%
+14.8%
+25.6%
+13.7%
ALL
+16.1%
+13.5%
+12.1%
+13.1%
+15.9%
+13.6%
VOL
10.9%
9.5%
8.6%
11.1%
13.7%
-
TER
0.7%
0.5%
0.8%
0.8%
0.8%
-
AUM
₹4,413 Cr
₹933 Cr
₹1,555 Cr
₹1,024 Cr
₹1,02,790 Cr
-
INFO
1.47
1.43
1.42
1.17
1.16
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
HSBC Balanced Advantage (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Jun
Top holdings
HDFC Bank Ltd
6.9%
ICICI Bank Ltd
6.8%
Axis Bank Ltd
5.3%
Infosys Ltd
4.3%
7.06% Govt Stock 2028
3.2%
7.18% Govt Stock 2033
2.8%
7.37% Govt Stock 2028
2.7%
Tata Power Co Ltd
2.7%
Aurobindo Pharma Ltd
2.7%
6.33% Govt Stock 2035
2.6%
Top industry exposure
Financial Services
27.1%
Healthcare
7.9%
Consumer Defensive
6.8%
Technology
6.4%
Consumer Cyclical
5.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
363%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To seek long term capital growth and income through investments in equity and equity related securities and fixed income instruments. There is no assurance that the objective of the Scheme will be realised and the Scheme does not assure or guarantee any returns.
Fund manager(s)
Mahesh Chhabria
Neelotpal Sahai
Praveen Ayathan
Sonal Gupta
Mohd Asif Rizwi

FAQs