HSBC BALANCED ADVANTAGE FUND - GROWTH

NORMAL RISK
Hybrid
Hybrid: Dynamic Asset Allocation
6M returns
1.44 %
Current NAV
42.08
1M3M6M1Y3Y5YALL
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Min. SIP
5000
AUM
₹ 1528.2 Cr

Return Calculator

Amount per month5,000
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
60,000

Investment distribution

Others21.3 %
GOI12.1 %
ICICI Bank4.0 %
National Bank Agr. Rur. Devp3.5 %
Bajaj Finance2.8 %
Kotak Mahindra Prime2.6 %

Fund Manager

RJ
Ritesh Jain
MA
Mahesh A Chhabria
KP
Kapil Punjabi
NS
Neelotpal Sahai
PA
Praveen Ayathan
GB
Gautam Bhupal
SG
Sonal Gupta
HG
Hitesh Gondhia

Fund Information

Launched
24 Nov 2022(2 years ago)
Expense ratio2.10000000%
Exit LoadExit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year
Benchmark index
NIFTY 50 Hybrid Composite debt 50:50 Index100%

Fund Objective

The scheme seeks to generate long term capital growth and income through investments in equity and equity related securities and fixed income instruments.

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