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HSBC Balanced Advantage Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

HSBC Balanced Advantage Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹1,518 Cr

Lock In Period

N/A

Expense Ratio

2.52

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.

Benchmark

BSE 200

HSBC Balanced Advantage Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.650.564.45
6M2.672.9013.26
1Y3.315.8525.12
3Y9.4814.9648.06

Portfolio Analysis

  • Equity: 73.28%
  • Debt: 26.72%
  • Others
As on: 2026-06-30
View allocation % by

1. HDFC Bank Limited6.01%
2. ICICI Bank Limited4.80%
3. Kotak Mahindra Bank Limited3.89%
4. Axis Bank Limited3.24%
5. RBL Bank Limited1.22%

1. Aurobindo Pharma Limited3.80%
2. Sun Pharmaceutical Industries Limited1.13%
3. Abbott India Limited0.84%

1. DLF Limited2.51%
2. Sri Lotus Developers And Realty Limited0.98%

1. Eternal Limited2.09%
2. SWIGGY LIMITED0.79%
3. Meesho Limited0.38%

1. Shriram Finance Limited2.40%
2. Sundaram Finance Limited0.74%

1. Reliance Industries Limited2.98%

1. The Tata Power Company Limited2.05%
2. NTPC Limited0.76%

1. Larsen & Toubro Limited2.73%

1. Polycab India Limited1.31%
2. R R Kabel Limited1.18%

1. Infosys Limited1.32%
2. Tech Mahindra Limited0.56%
3. MphasiS Limited0.24%

1. Radico Khaitan Limited1.30%
2. United Spirits Limited0.46%

1. Bharat Electronics Limited1.70%

1. Tata Motors Limited0.84%
2. Ashok Leyland Limited0.78%

1. State Bank of India1.46%

1. Mahindra & Mahindra Limited1.31%

1. GE Vernova T&D India Limited1.30%

1. Time Technoplast Limited0.95%
2. SAFARI INDUSTRIES (INDIA) LIMITED0.32%

1. Bharti Airtel Limited1.22%

1. Aditya Vision Ltd1.19%

1. Max Healthcare Institute Limited1.12%

1. LG Electronics India Limited1.02%

About Fund HSBC Balanced Advantage Fund Growth

HSBC Balanced Advantage Fund Growth managed by HSBC Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹1,518 Crore. The fund benchmarks its performance against the BSE 200 while maintaining an expense ratio of 2.52. 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.

Fund Managers

Mahesh Chhabria

Mr. Mahesh holds B.Com, FCA (ICAI), CFA (ICFAI), FRM (GARP). Prior to joining HSBC MF, he has worked with L&T AMC, Edelweiss Securities Ltd, Darivium Traditions Pvt. Ltd. and FIL Fund Management Pvt. Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
ITI Balanced Advantage Fund Growth2355 CR3.25
Invesco India Balanced Advantage Fund Growth2996 CR2.39
HSBC Balanced Advantage Fund Growth21,518 CR2.52
ICICI Prudential Balanced Advantage Fund Growth572,486 CR1.57
HDFC Balanced Advantage Fund - Growth4106,456 CR1.29
Fund Name1Y3Y
This FundITI Balanced Advantage Fund Growth2.270329.0748
This FundInvesco India Balanced Advantage Fund Growth0.037529.9464
This FundHSBC Balanced Advantage Fund Growth3.310431.2093
This FundICICI Prudential Balanced Advantage Fund Growth9.090941.6505
This FundHDFC Balanced Advantage Fund - Growth3.897645.4269

HSBC Balanced Advantage Fund Growth 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 2.52. 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 : 1.65%
  • 6 Months : 2.67%
  • 1 Year : 3.31%
  • 3 Years : 9.48%
Returns of HSBC Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 44.6699 as on Aug 07,2026. Since inception, the return has been 31.21%.

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 ₹1,518 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.