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HYBRID•DYNAMIC ASSET ALLOCATION OR BALANCED ADVANTAGE

HSBC Balanced Advantage Fund

3 Year return

12.78%
51.0308
1D Returns
+0.78%
Launched on (0 years)

Investment Details

N/A
Minimum SIP Amount
SIP not allowed
N/A
Minimum one time investment
Lumpsum not allowed
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
22.39%₹806
Total Value ₹4,406

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹1,591.48 Cr.
Expense Ratio
N/A
Exit Load
No exit load

Ratings

ARQ Rating

Ratings by other agencies

Value Research
0
Crisil
0
Morning Star
0

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
HDFC Balanced Advantage Fund17.9117%
4
Baroda BNP Paribas Balanced Advantage Fund14.5861%
3
ICICI Prudential Balanced Advantage Fund13.9677%
5

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
10.7103%
Expense Ratio
undefined%
Fund Manager
N/A
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.

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 December 12, 2025, is ₹51.0308
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 undefined%
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 ₹undefined.
  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

₹
₹4,406 in 3Y at 12.7786% returns
SIP Date1st of every month

Your next SIP Payment will be on 13 January 2026

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