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HSBC Balanced Advantage Fund Direct growth
Hybrid • Dynamic • Direct growth
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Dynamic
Direct growth
Launched On
01 Jan 2013
13 years ago
Lock-in Period
No lock-in
NAV
as of 12 Dec 2025
₹51.15
+0.2426% (0.20)
AUM
₹1,588 Cr
Expense ratio
0.85%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 3Y
As per tax slab
Units held more than 3Y
20%
Exit Load
If units sold before 1Y
1%
If units sold after 1Y
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Industrials
Consumer Defensive
Healthcare
Consumer Cyclical
Fund House
HSBC
Inc: 31 Mar 1997 • Total AUM: ₹1,33,541 Cr • Rank #16HSBC Mutual Fund, started in 2002, has HSBC Securities and Capital Markets (India) Private Limited (HSCI) as its sponsor. The fund house is headed by Kailash Kulkarni as the CEO. As of 31 March 2024, it has an AUM of ₹1,09,766 Cr.
Fund Managers
Praveen Ayathan
Experience: 11.45 yrs • Total AUM: 48,989 Cr
Mahesh Chhabria
Experience: 3.04 yrs • Total AUM: 5,83,022 Cr
Neelotpal Sahai
Experience: 12.54 yrs • Total AUM: 31,135 Cr
Mohd Asif Rizwi
Experience: 1.90 yrs • Total AUM: 3,64,738 Cr
Mayank Chaturvedi
Experience: yrs • Total AUM: 19,776 Cr
Prakriti Banka
Experience: yrs • Total AUM: 9,528 Cr
Risk
Category risk
Moderately high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.