Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week—
1 Month—
3 Months—
6 Months—
1 Year—
3 Years (CAGR)—
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Mar 2026)-1.10%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP—
3 Year SIP—
5 Year SIP—
Since Inception (Mar 2026)—
Fund Details
Fund HouseHSBC Mutual Fund
CategoryDynamic Asset Allocation
Plan Typeregular
Optiongrowth
AUM₹1,535 Cr
Expense Ratio2.11%
Min SIP₹500
Min Lumpsum₹5,000
Launch Date27 Mar 2026
AMFI Code151127
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
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View all Dynamic Asset Allocation fundsInvestment Objective
HSBC Balanced Advantage Fund - Regular Growth by HSBC Mutual Fund is a Dynamic Asset Allocation fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Dynamic Asset Allocation category.
About This Fund
HSBC Balanced Advantage Fund - Regular Growth is a Dynamic Asset Allocation mutual fund offered by HSBC Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹1,535 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 2.11%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations