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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 ₹42.5402 NAV as of Mar 11,2026 and returns since inception of 35.82%. 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 -2.82% returns, against a category average of -0.92% and a category best of 1.80%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-2.82-0.921.80
6M-1.822.2013.26
1Y6.296.5425.12
3Y10.7414.6560.82

Portfolio Analysis

  • Equity: 69.09%
  • Debt: 30.91%
  • Others
As on: 2026-01-31
View allocation % by

1. Axis Bank Limited5.75%
2. HDFC Bank Limited5.60%
3. ICICI Bank Limited4.27%
4. Kotak Mahindra Bank Limited3.27%
5. RBL Bank Limited0.97%

1. Aurobindo Pharma Limited2.92%
2. Sun Pharmaceutical Industries Limited1.11%
3. Abbott India Limited0.89%
4. Neuland Laboratories Ltd0.86%

1. Infosys Limited2.39%
2. Tata Consultancy Services Limited1.21%
3. Tech Mahindra Limited0.68%
4. Coforge Limited0.54%

1. Eternal Limited3.01%
2. SWIGGY LIMITED1.00%
3. Meesho Limited0.18%

1. The Tata Power Company Limited2.46%
2. NTPC Limited0.58%

1. Shriram Finance Limited2.32%
2. SBI Cards and Payment Services Limited0.49%

1. DLF Limited1.56%
2. Sri Lotus Developers And Realty Limited0.97%

1. Polycab India Limited2.43%

1. Reliance Industries Limited1.97%

1. United Spirits Limited1.01%
2. Radico Khaitan Limited0.92%

1. Bharat Electronics Limited1.83%

1. Larsen & Toubro Limited1.66%

1. LG Electronics India Limited0.95%
2. PG Electroplast Limited0.53%

1. State Bank of India1.34%

1. Time Technoplast Limited0.93%
2. SAFARI INDUSTRIES (INDIA) LIMITED0.40%

1. Britannia Industries Limited0.76%
2. BIKAJI FOODS INTERNATIONAL LIMITED0.53%

1. Ashok Leyland Limited0.70%
2. Tata Motors Commercial Vehicles Limited0.45%

1. UTI ASSET MANAGEMENT COMPANY LTD0.63%
2. Canara Robeco Mutual Fund0.41%

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 NameRatingsAUMExpense Ratio
This FundTata Balanced Advantage Fund Growth49604.33 CR1.73
This FundITI Balanced Advantage Fund Growth2379.18 CR2.39
This FundHSBC Balanced Advantage Fund Growth21542.11 CR2.11
This FundAxis Balanced Advantage Fund Growth33799.23 CR1.91
This FundHDFC Balanced Advantage Fund - Growth5106820.61 CR1.35
Fund Name1Y3Y
This FundTata Balanced Advantage Fund Growth6.820934.0658
This FundITI Balanced Advantage Fund Growth4.919634.3789
This FundHSBC Balanced Advantage Fund Growth6.286435.8177
This FundAxis Balanced Advantage Fund Growth7.373348.829
This FundHDFC Balanced Advantage Fund - Growth8.291957.9306

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 : -2.82%
  • 6 Months : -1.82%
  • 1 Year : 6.29%
  • 3 Years : 10.74%
Returns of HSBC Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 42.5402 as on Mar 11,2026. Since inception, the return has been 35.82%.

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