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HYBRID•DYNAMIC ASSET ALLOCATION OR BALANCED ADVANTAGE

HSBC Balanced Advantage Fund

3 Year return

13.44%
NAV on January 07, 2026
51.4671
1D Returns
-0.05%
Launched on January 2013(13 years)

Investment Details

₹500
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
23.72%₹854
Total Value ₹4,454

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹1,591.48 Cr.
Expense Ratio
0.85% (inclusive of GST)
Exit Load
If the units redeemed or switched-out are upto 10% of units purchased or switched in (the limit) within 1 year from the date of allotment. 1.00% - For Redemption within 1 year from the date of allotment or Purchase applying First in First Out basis. Nil - For Redemption above 1 year from the date of allotment.

Ratings

ARQ Rating
1.5

Ratings by other agencies

Value Research
3
Crisil
0
Morning Star
4

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

HSBC Mutual Fund Manager

MA

Mahesh A Chhabria

Fund Manager since Jul 2023

MC

Mayank Chaturvedi

Fund Manager since Oct 2025

MA

Mohd Asif Rizwi

Fund Manager since Feb 2025

NS

Neelotpal Sahai

Fund Manager since Jul 2020

PB

Prakriti Banka

Fund Manager since Oct 2025

PA

Praveen Ayathan

Fund Manager since Oct 2023

Fund House Details

HSBC Mutual Fund

HSBC Mutual Fund

Asset management company

AUM
₹1,36,404.86 Cr.
No. of Schemes
183
Setup Date
May 2002

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
HDFC Balanced Advantage Fund18.8196%
4
Baroda BNP Paribas Balanced Advantage Fund16.0154%
3
ICICI Prudential Balanced Advantage Fund14.6213%
5

Schemes by HSBC Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns
HSBC Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

HSBC Aggressive Hybrid Fund Direct Annual IDCW Payout
17.4674%
HSBC Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

HSBC Aggressive Hybrid Fund Direct Annual IDCW Reinvestment
17.4674%
HSBC Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

HSBC Aggressive Hybrid Active FoF Growth Direct
15.9965%
HSBC Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

HSBC Aggressive Hybrid Active FoF Dividend Direct Payout
15.9941%
HSBC Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

HSBC Aggressive Hybrid Active FoF Dividend Direct Reinvestment
15.9941%

About the HSBC Balanced Advantage Fund Direct Growth

The HSBC Balanced Advantage Fund Direct Growth is a dynamic asset allocation fund managed by HSBC Mutual Fund. It is a direct plan, which means that there are no brokerage fees involved when you invest in the fund. Dynamic asset allocation funds invest in a mix of equity and debt instruments, and the asset allocation is adjusted as per the market conditions. This helps to reduce the risk of the fund and provide a balanced return potential. The HSBC Balanced Advantage Fund Direct Growth has a medium risk profile, making it suitable for investors who are looking for growth potential with some stability.

Investment Objectives of the Scheme

The investment objective of the HSBC Balanced Advantage Fund Direct Growth is to generate long-term returns by investing in a diversified portfolio of equity and debt instruments. The fund will invest at least 65% of its assets in equity and up to 35% of its assets in debt.

Key Features of The Fund

5-year return
10.4181%
Expense Ratio
0.85%
Fund Manager
Mahesh A Chhabria
Fund Size
₹1591.48 Cr.
Risk Profile
Moderately High

Is This Scheme Right for Me?

The HSBC Balanced Advantage Fund Direct Growth is a good option for investors who are looking for a balanced investment with some growth potential. The fund is also a good option for investors who are not comfortable with the volatility of equity funds. However, the fund is not suitable for investors who are looking for high returns or who need the money in the short term.

AMC Contact Details

NameHSBC Mutual Fund
Launch DateMay 2002
AddressHSBC Asset Management (India) Pvt. Ltd. 9-11 Floors, NESCO IT Park, Building no. 3, Western Express Highway, Goregaon (East), Mumbai – 400 063.
Contact1800-200-2434 / 1800 4190 200
Emailinvestor.line@mutualfunds.hsbc.co.in
Websitehttps://www.assetmanagement.hsbc.co.in/en/mutual-funds
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

SIP or Lump Sum? We Can Help You Decide!

Simplify the decision-making process between SIP and lump sum investments using our user-friendly systematic investment plan calculator. Armed with accurate insights, effortlessly make informed decisions to maximise your returns. By optimising your investment strategy, you can effectively leverage your funds for optimal gains, setting the stage for financial success.

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of HSBC Balanced Advantage Fund on January 07, 2026, is ₹51.4671
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of HSBC Balanced Advantage Fund, is ₹1591.48 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of HSBC Balanced Advantage Fund is 0.85%
The HSBC Balanced Advantage Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for HSBC Balanced Advantage Fund is ₹500.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,454 in 3Y at 13.4435% returns
SIP Date1st of every month

Your next SIP Payment will be on 7 February 2026

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