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Hsbc Balanced Advantage Fund Growth Direct Plan
NAV (Sep 6,2024)
The HSBC Balanced Advantage Fund - Growth - Direct Plan is a mutual fund that offers investors the opportunity to grow their investments over time. With an expense ratio of 0.78%, this fund aims to generate higher returns for investors. The fund has a current PE ratio of 39.03 and a PB ratio of 6.89. With a minimum investment of Rs. 5,000, investors can get started on their wealth-building journey. The fund was established on January 1, 2013, and currently has assets under management (AUM) of Rs. 1,392.28 crore.
Hsbc Balanced Advantage Fund Growth Direct Plan Latest Trend
- 1M
- 2M
- 3M
Hsbc Balanced Advantage Fund Growth Direct Plan Latest Trend
Risk Ratios
- P/E Ratio49.35
- P/B Ratio6.75
- Alpha0
- Beta0
- Sharpe0.17
- Sortino0.25
Fund Overview
0.78%
0%
No Lock-in
₹ 1389.98 Cr
SIP ₹5000.00
Scheme Riskometer
Investors understand that their principal will be at
High
Investment Return Calculator
as on Sep 08, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,999.61 (10.00%) | ₹ 11,084.85 (10.85%) | ₹ 12,435.4 (24.35%) | ₹ 14,383.38 (43.83%) | ₹ 18,948.81 (89.49%) |
₹ 30,000 | ₹ 32,998.83 (10.00%) | ₹ 33,254.55 (10.85%) | ₹ 37,306.2 (24.35%) | ₹ 43,150.14 (43.83%) | ₹ 56,846.43 (89.49%) |
₹ 50,000 | ₹ 54,998.05 (10.00%) | ₹ 55,424.25 (10.85%) | ₹ 62,177 (24.35%) | ₹ 71,916.9 (43.83%) | ₹ 94,744.05 (89.49%) |
₹ 80,000 | ₹ 87,996.88 (10.00%) | ₹ 88,678.8 (10.85%) | ₹ 99,483.2 (24.35%) | ₹ 1,15,067.04 (43.83%) | ₹ 1,51,590.48 (89.49%) |
₹ 1,00,000 | ₹ 1,09,996.1 (10.00%) | ₹ 1,10,848.5 (10.85%) | ₹ 1,24,354 (24.35%) | ₹ 1,43,833.8 (43.83%) | ₹ 1,89,488.1 (89.49%) |
Calculate Your Mutual Fund Returns
Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- ICICI Bank Limited4.56%
- GOVERNMENT ON INDIA AUG GSEC4.15%
- National Bank for Agriculture & Rural Development3.63%
- GOI APR3.49%
- Larsen & Toubro Limited3.24%
- Aurobindo Pharma Limited2.95%
- Bajaj Finance Limited2.94%
- GOI OCT2.93%
- Zee Entertainment Enterprises Limited2.74%
- REC Limited2.69%
- Treps2.61%
- Reliance Industries Limited2.57%
- Power Finance Corporation Limited2.55%
- Ambuja Cements Limited2.30%
- Small Industries Development Bank of India1.86%
- LIC Housing Finance Limited1.83%
- National Housing Bank1.80%
- Varun Beverages Limited1.80%
- Panatone Finvest Limited1.78%
- Tata Power Company Limited1.77%
- Dixon Technologies India Limited1.72%
- Multi Commodity Exchange of India Limited1.57%
- NTPC Limited1.55%
- CRISIL Limited1.48%
- PB Fintech Limited1.40%
- HDFC Bank Limited1.39%
- Manappuram Finance Limited1.35%
- Sun Pharmaceutical Industries Limited1.31%
- Birlasoft Limited1.31%
- DLF Limited1.23%
- Kalyan Jewellers India Limited1.12%
- One Wam Limited1.12%
- Phoenix Mills Limited1.11%
- Kotak Mahindra Bank Limited1.09%
- Axis Bank Limited1.04%
- Infosys Limited1.01%
- Paradeep Phosphates Limited1.01%
- Kotak Mahindra Prime Limited1.00%
- APL Apollo Tubes Limited0.97%
- Lupin Limited0.97%
- Oil & Natural Gas Corporation Limited0.95%
- Godrej Consumer Products Limited0.91%
- Kirloskar Oil Eng Limited0.90%
- Prudent Corporate Advisory Services Limited0.89%
- Exide Industries Limited0.88%
- Zensar Technologies Limited0.88%
- Adani Ports and Special Economic Zone Limited0.84%
- Power Mech Projects Limited0.83%
- Time Technoplast Limited0.79%
- Zomato Limited0.77%
- GOI JUN0.75%
- Abbott India Limited0.74%
- Sonata Software Limited0.74%
- Century Textiles & Industries Limited0.73%
- Zydus Lifesciences Limited0.71%
- Escorts Kubota Limited0.69%
- Kirloskar Pneumatic Co Limited0.66%
- TD Power Systems Limited0.60%
- Lemon Tree Hotels Limited0.59%
- Hindustan Unilever Limited0.59%
- United Spirits Limited0.58%
- Federal Bank Limited0.58%
- Aditya Vision Limited0.58%
- Suven Pharmaceuticals Limited0.56%
- Cholamandalam Investment & Finance Company Limited0.54%
- Tube Investments of India Limited0.53%
- Mahindra Lifespace Developers Limited0.52%
- Shriram Finance Limited0.51%
- Indo Count Industries Limited0.48%
- GOI BOND NOV0.37%
- Jubilant Foodworks Limited0.36%
- Vinati Organics Limited0.31%
- Balrampur Chini Mills Limited0.02%
- Net Current Assets including cash & bank balances-0.31%
- Miscellaneous16.83%
- Bank - Private7.62%
- IT - Software3.94%
- Refineries2.57%
- Finance - NBFC2.39%
- Consumer Food2.15%
- Finance - Others2.01%
- Finance Term Lending1.48%
- Ratings1.48%
- Fintech1.40%
- Diamond & Jewellery1.12%
- Fertilizers1.01%
- Oil Exploration0.95%
- Batteries0.88%
- Port0.84%
- Plastic Products0.79%
- e-Commerce0.77%
- Diversified0.73%
- Automobiles-Tractors0.69%
- Compressors / Pumps0.66%
- Electric Equipment0.60%
- Retailing0.58%
- Cycles0.53%
- Textile0.48%
- Chemicals0.31%
- Sugar0.02%
Holdings Analysis
Peer Comparison
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- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
| HYBRID | Very High | 22.26% |
| HYBRID | Very High | 15.77% |
| HYBRID | Very High | 14.67% |
| HYBRID | Very High | 13.70% |
| HYBRID | Very High | 13.03% |
| HYBRID | Very High | 12.41% |
| HYBRID | High | 10.71% |
| HYBRID | High | 9.35% |
| HYBRID | Moderately High | 9.11% |
| HYBRID | Very High | 7.81% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| HYBRID | Very High | 27.89% |
| HYBRID | Very High | 26.45% |
| HYBRID | Very High | 24.55% |
| HYBRID | Very High | 22.95% |
| HYBRID | Very High | 20.69% |
| HYBRID | High | 20.11% |
| HYBRID | High | 19.41% |
| HYBRID | Very High | 19.02% |
| HYBRID | Moderately High | 17.88% |
| HYBRID | Very High | 17.77% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| HYBRID | Very High | 24.82% |
| HYBRID | Very High | 14.92% |
| HYBRID | Very High | 12.92% |
| HYBRID | High | 12.84% |
| HYBRID | Very High | 12.83% |
| HYBRID | High | 12.77% |
| HYBRID | Very High | 11.47% |
| HYBRID | Very High | 10.73% |
| HYBRID | Moderately High | 9.92% |
| HYBRID | Very High | 9.01% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| HYBRID | Very High | 19.15% |
| HYBRID | Very High | 17.73% |
| HYBRID | High | 12.92% |
| HYBRID | High | 12.70% |
| HYBRID | Moderately High | 12.51% |
| HYBRID | Very High | 11.86% |
| HYBRID | Very High | 11.79% |
| HYBRID | Very High | 11.77% |
| HYBRID | Very High | 11.35% |
| HYBRID | Very High | 9.12% |
Fund Managers
Mr. Neelotpal SahaiSenior Vice President and Senior Fund Manager - Equities
Mr. Neelotpal Sahai has over 18 years of experience in research and Fund Management. He is Senior Fund Maanger in HSBC AMC since April 2013 till date. Previously he has worked with IDFC Asset Management Company Ltd., Motilal Oswal Securities Ltd., Infosys Ltd., Vickers Ballas Securities Ltd., SBC Warburg and UTI Securities Ltd.
Mr. Gautam BhupalVice President - Investment Management
Over 11 years of experiences in areas of Research and Fund Management.
Mr. Hitesh GondhiaFund Manager
Mr. Mahesh ChhabriaAssistant Fund Manager and Credit Analyst
Mr. Mahesh Chhabria has 10 Years of experience in Mutual fund industry. At present he is in FIL Fund Management Private Limited as Credit Analyst and Assistant Portfolio Manager.
Get your latest Credit Score, FREE
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HSBC Balanced Advantage Fund - Growth - Direct Plan
FAQ's
What is the risk level associated with the HSBC Balanced Advantage Fund - Growth - Direct Plan?
What is the current NAV (Net Asset Value) of the HSBC Balanced Advantage Fund - Growth - Direct Plan as of Sep 6,2024?
What are the returns generated by the HSBC Balanced Advantage Fund - Growth - Direct Plan over the past 1, 3, and 5 years?
What is the expense ratio associated with the HSBC Balanced Advantage Fund - Growth - Direct Plan?
What is the minimum investment amount required for the HSBC Balanced Advantage Fund - Growth - Direct Plan?
Is there a systematic investment plan (SIP) available for the HSBC Balanced Advantage Fund - Growth - Direct Plan?
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