- Mutual Funds
- HSBC Mutual Funds
- HSBC Balanced Advantage Fund (Growth)
Formerly L&T Balanced Advantage Gr
HSBC Balanced Advantage Fund (Growth)
₹ 32.7636
NAV (May 26)
Dynamic asset allocation or balanced advantage funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Dynamic Asset Allocation funds change their exposure to debt and equity dynamically - taking a call on market valuation & conditions.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 32.7636
NAV (May 26)
Fund Returns
Last 1Y | 9.9% |
Last 3Y | 11.5% |
Last 5Y | 7% |
Last 10Y | 11.1% |
Since Inception | 10.1% |
6 Month CAGR | 3.7% |
Scheme Information
To seek to generate long-term capital appreciation from a diversified portfolio of equity and equity related securities and to generate reasonable returns by investing in a portfolio of debt and money market instruments and arbitrage opportunities in the cash and derivatives segments of the equity markets.There is no assurance that the investment objective of the scheme will be realized.
Expense Ratio | 2.34 |
Launched (12y ago) | Feb 07, 2011 |
AUM in Crores | 1482.615 |
ISIN | INF917K01KY4 |
Lock-in | No Lock-in |
Benchmark | Nifty 50 Hybrid Comp Debt 50:50 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 5.4 |
Standard Deviation (5yr) | 7.9 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.939 |
Sharpe Ratio (5yr) | 0.219 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Balanced Advantage Fund (Growth) | 8,67,662 | 1,35,050 | 7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
cash offset for derivatives
13.4%treps
8.4%5.15% govt stock 2025
5%dlf ltd
4.3%5.22% govt stock 2025
4.3%Allocation by Sector
financial services
17.1%healthcare
8.1%consumer defensive
7.8%energy
5.4%industrials
5.1%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 21,435 cr | ||
₹ 8,756 cr | ||
₹ 6,472 cr | ||
₹ 1,150 cr | ||
₹ 749 cr |
About the AMC
HSBC Asset Management(India)Private Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.9% | 7.3% | ||
32.7% | 14.8% | ||
26.3% | 13.4% | ||
3.1% | 5.7% | ||
4.9% | % |
HSBC Balanced Advantage Fund (G) Review
HSBC Balanced Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 10.1% over a period of 12 years. The fund was previously known as L&T Balanced Advantage Gr. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Neelotpal Sahai, Ritesh Jain.
Nav of HSBC Balanced Advantage Fund (G) as of 5/26/2023 is ₹32.76 with the total AUM as of 5/27/2023 is ₹1482.615. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Balanced Advantage Fund (G) was launched on Feb 07, 2011. The category risk of the fund is Very High Risk.
The minimum SIP amount for HSBC Balanced Advantage Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is HSBC Balanced Advantage Fund (G)?
How to invest in HSBC Balanced Advantage Fund (G)?
You can invest in HSBC Balanced Advantage Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of HSBC Balanced Advantage Fund (G)?
The minimum sip amount for HSBC Balanced Advantage Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is HSBC Balanced Advantage Fund (G) good to invest in?
As per Scripbox experts, HSBC Balanced Advantage Fund (G) is a Neutral fund. You can investHSBC Balanced Advantage Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HSBC Balanced Advantage Fund (G)?
The expense ratio of the HSBC Balanced Advantage Fund (G) is 2.34% for regular plan.