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Business News/Market/Market Stats/    HSBC Balanced Advantage Fund Growth

HSBC Balanced Advantage Fund Growth

+
  • Hybrid
  • Dynamic Asset Allocation
  • Rating 3
  • Plan
39.37 +0.15 (0.38%) NAV as on 17 May, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1397.34
  • CAGR 20.44%
  • Exit Load1.00%
  • Expense ratio2.12%
  • CategoryHybrid
  • Min Investment5000
  • Min SIP500
  • Launch Date2011-02-07

Morning Star Rating 3

Low
Risk
High
Return

Asset Allocation

Holdings As On - 19 May 2024

  • Name
  • Value (Cr)
  • Holding %
  • Cash Offset For Derivatives
  • 277.71
  • 19.53%
  • 7.37% Govt Stock 2028
  • 50.41
  • 3.54%
  • 7.06% Govt Stock 2028
  • 47.98
  • 3.37%
  • 7.18% Govt Stock 2033
  • 31.44
  • 2.21%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.94
  • Std Deviation 5.47%
  • Tracking Error 0.00%

About Fund

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 1397.34 crores & has delivered CAGR of 10.38% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.12%. 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 Low & High respectively.

 

The top holdings of the fund include Cash Offset For Derivatives, ICICI Bank, HDFC Bank & Reliance Industries.

 

The major sectors where the fund is invested are Regional Banks, Construction Services, Oil & Gas Operations & Software & Programming.

 

Some of the similar funds are HSBC Balanced Advantage Fund Growth, Sundaram Balanced Advantage Growth, Motilal Oswal Balance Advantage Fund Regular Plan Growth Option, PGIM India Balanced Advantage Fund Regular Growth, Mirae Asset Balanced Advantage Fund Regular Growth. HSBC Balanced Advantage Fund Growth has a sharpe ratio of 0.94 & a standard deviation of 5.47%.

FAQs about HSBC Balanced Advantage Fund Growth

According to the morning star rating HSBC Balanced Advantage Fund Growth has a Low risk & High return.
HSBC Balanced Advantage Fund Growth is managed by Kapil Punjabi,Mahesh Chhabria,Neelotpal Sahai,Praveen Ayathan,Gautam Bhupal,Sonal Gupta,Hitesh Gondhia.
The expense ratio of HSBC Balanced Advantage Fund Growth is 2.12%.
The 5 year annualized return on HSBC Balanced Advantage Fund Growth is 10.38% & it has generated 20.44% in the last 1 year.
The minimum investment in HSBC Balanced Advantage Fund Growth is 5000 Rs.
HSBC Balanced Advantage Fund Growth has an AUM of 1397.34 crores.
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