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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹1,542 Cr
Lock In Period
N/A
Expense Ratio
2.11
Benchmark
BSE 200
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 - NilIf units redeemed or switched out are over and above the limit within 1 year from the date of allotment - 1%.If units are redeemed or switched out on or after 1 year from the date of allotment - Nil.
Summary
Latest details for HSBC Balanced Advantage Fund Growth include a ₹43.8283 NAV as of Feb 17,2026 and returns since inception of 37.88%. Minimum investments start at SIP ₹500. The HSBC Balanced Advantage Fund Growth AUM is ₹1,542 Cr, with a lock-in of N/A years, expense ratio of 2.11%, and benchmark BSE 200. Exit load is - 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 - NilIf units redeemed or switched out are over and above the limit within 1 year from the date of allotment - 1%.If units are redeemed or switched out on or after 1 year from the date of allotment - Nil.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
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- Debt:
- Others
As on: 2026-01-31
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About Fund
HSBC Balanced Advantage Fund Growth managed by HSBC Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹1,542 Crore. The fund benchmarks its performance against the BSE 200 while maintaining an expense ratio of 2.11. Under the expert guidance of Mahesh Chhabria ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundITI Balanced Advantage Fund Growth | 2 | 381.39 CR | 2.39 |
| This FundBank of India Balanced Advantage Fund Growth | 1 | 143.75 CR | 2.51 |
| This FundHSBC Balanced Advantage Fund Growth | 2 | 1542.11 CR | 2.11 |
| This FundAxis Balanced Advantage Fund Growth | 3 | 3773.12 CR | 1.91 |
| This FundHDFC Balanced Advantage Fund - Growth | 5 | 106820.61 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundITI Balanced Advantage Fund Growth | 7.4892 | 37.1231 |
| This FundBank of India Balanced Advantage Fund Growth | 12.5639 | 37.1724 |
| This FundHSBC Balanced Advantage Fund Growth | 8.058 | 37.8822 |
| This FundAxis Balanced Advantage Fund Growth | 9.3259 | 49.6877 |
| This FundHDFC Balanced Advantage Fund - Growth | 11.7673 | 63.3634 |
FAQs
HSBC Balanced Advantage Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of HSBC Balanced Advantage Fund Growth is 2.11. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
HSBC Balanced Advantage Fund Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in HSBC Balanced Advantage Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of HSBC Balanced Advantage Fund Growth is ₹1,542 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in HSBC Balanced Advantage Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500