HSBC Balanced Advantage Fund Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.61
• Std Deviation 7.11%
• Tracking Error 0.00%

To seek long term capital growth and income through investments in equity and equity related securities and fixed income instruments. There is no assurance that the objective of the Scheme will be realised and the Scheme does not assure or guarantee any returns.

The HSBC Balanced Advantage Fund Growth has an AUM of 1497.26 crores & has delivered CAGR of 12.50% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.11%. The minimum investment in HSBC Balanced Advantage Fund Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Moderate & High respectively.

The top holdings of the fund include Icici Bank, Hdfc Bank, Infosys & Axis Bank.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Major Drugs & Electric Utilities.

Some of the similar funds are Sundaram Balanced Advantage Growth, HSBC Balanced Advantage Fund Growth, Mirae Asset Balanced Advantage Fund Regular Growth, WhiteOak Capital Balanced Advantage Fund Regular Growth, Canara Robeco Balanced Advantage Fund Regular Growth. HSBC Balanced Advantage Fund Growth has a sharpe ratio of 0.61 & a standard deviation of 7.11%.