HSBC Balanced Advantage Fund - Regular Growth

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Category: Hybrid: Dynamic Asset Allocation
Launch Date: 01-01-2013
Asset Class:
Benchmark: NIFTY 50 Hybrid Composite debt 50:50 Index
Expense Ratio: 2.1% As on (30-11-2024)

Status: Open Ended Schemes for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 152.34 Cr As on (29-11-2024)
Turn over: 78

NAV as on 26-12-2024

42.8568

0.02 (0.0541%)

CAGR Since Inception

11.03%

NIFTY 50 Hybrid Composite debt 50:50 Index 11.66%

PERFORMANCE of HSBC Balanced Advantage Fund - Regular Growth

Scheme Performance (%) Data as on - 26-12-2024

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
HSBC Balanced Advantage Fund - Regular Growth	15.59	11.72	11.08	8.52	11.03
Benchmark	-	-	-	-	-
Hybrid: Dynamic Asset Allocation	13.96	11.63	12.51	9.81	11.56

Yearly Performance (%)

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Fund Managers

Mahesh A Chhabria, Kapil Punjabi, Neelotpal Sahai, Praveen Ayathan, Gautam Bhupal, Sonal Gupta, Hitesh Gondhia

Investment Objective

The scheme seeks to generate long term capital growth and income through investments in equity and equity related securities and fixed income instruments.

RETURNS CALCULATOR for HSBC Balanced Advantage Fund - Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of HSBC Balanced Advantage Fund - Regular Growth

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
HSBC Balanced Advantage Fund - Regular Growth	5.55	0.72	2.35	0.72	7.56	3.62
Hybrid: Dynamic Asset Allocation	-	-	-	-	-	-

PEER COMPARISION of HSBC Balanced Advantage Fund - Regular Growth

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Period

Data as on - 26-12-2024

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
HSBC Balanced Advantage Fund - Regular Growth	01-01-2013	15.59	16.86	11.72	11.08	8.52
Quant Dynamic Asset Allocation Fund - Growth Option - Regular Plan	19-04-2023	23.41	0.0	0.0	0.0	0.0
Axis Balanced Advantage Fund - Regular Plan - Growth	07-08-2017	19.07	18.95	12.41	12.38	0.0
HDFC Balanced Advantage Fund - Growth Plan	01-02-1994	17.75	24.42	22.56	20.2	13.8
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	10-02-2023	17.56	0.0	0.0	0.0	0.0
Invesco India Balanced Advantage Fund - Growth	04-10-2007	17.07	18.22	13.66	12.11	10.14
Franklin India Balanced Advantage Fund- Growth	06-09-2022	16.3	17.26	0.0	0.0	0.0
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option	04-11-2018	16.07	18.23	13.11	16.09	0.0
BANDHAN Balanced Advantage Fund Regular Plan Growth	05-10-2014	15.59	14.97	9.31	11.08	8.68
Kotak Balanced Advantage Fund -Regular Plan - Growth Option	05-07-2018	15.5	15.46	11.59	12.18	0.0

PORTFOLIO ANALYSIS of HSBC Balanced Advantage Fund - Regular Growth

Asset Allocation (%)