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Hsbc Balanced Advantage Fund Regular Plan Growth
NAV (Apr 26,2024)
The HSBC Balanced Advantage Fund - Regular Plan - Growth is a mutual fund that aims to provide steady growth by investing in a mix of both equity and debt instruments. It has an expense ratio of 2.12% and a minimum investment amount of ₹5000. The fund was established on February 7, 2011, and currently has assets under management of ₹1392.28 crore. With a price-to-earnings ratio of 39.03 and a price-to-book ratio of 6.89, this fund offers investors a balanced and advantageous investment option.
Hsbc Balanced Advantage Fund Regular Plan Growth Latest Trend
- 1M
- 2M
- 3M
Hsbc Balanced Advantage Fund Regular Plan Growth Latest Trend
Risk Ratios
- P/E Ratio39.55
- P/B Ratio6.74
- Alpha0
- Beta0
- Sharpe0.20
- Sortino0.34
Fund Overview
2.12%
0%
No Lock-in
₹ 1397.34 Cr
SIP ₹5000.00
Scheme Riskometer
Investors understand that their principal will be at
High
Investment Return Calculator
as on Apr 28, 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 | ₹ 10,502.08 (5.02%) | ₹ 11,468.33 (14.68%) | ₹ 12,240.95 (22.41%) | ₹ 13,576.42 (35.76%) | ₹ 16,212.29 (62.12%) |
₹ 30,000 | ₹ 31,506.24 (5.02%) | ₹ 34,404.99 (14.68%) | ₹ 36,722.85 (22.41%) | ₹ 40,729.26 (35.76%) | ₹ 48,636.87 (62.12%) |
₹ 50,000 | ₹ 52,510.4 (5.02%) | ₹ 57,341.65 (14.68%) | ₹ 61,204.75 (22.41%) | ₹ 67,882.1 (35.76%) | ₹ 81,061.45 (62.12%) |
₹ 80,000 | ₹ 84,016.64 (5.02%) | ₹ 91,746.64 (14.68%) | ₹ 97,927.6 (22.41%) | ₹ 1,08,611.36 (35.76%) | ₹ 1,29,698.32 (62.12%) |
₹ 1,00,000 | ₹ 1,05,020.8 (5.02%) | ₹ 1,14,683.3 (14.68%) | ₹ 1,22,409.5 (22.41%) | ₹ 1,35,764.2 (35.76%) | ₹ 1,62,122.9 (62.12%) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- ICICI Bank Limited4.46%
- HDFC Bank Limited4.41%
- Reliance Industries Limited4.25%
- GOI OCT3.74%
- National Bank for Agriculture & Rural Development3.60%
- GOI APR3.55%
- Larsen & Toubro Limited3.31%
- Treps2.90%
- Bajaj Finance Limited2.90%
- Aurobindo Pharma Limited2.62%
- Zee Entertainment Enterprises Limited2.54%
- GOVERNMENT ON INDIA AUG GSEC2.26%
- Ambuja Cements Limited2.21%
- United Spirits Limited2.15%
- Varun Beverages Limited2.00%
- Axis Bank Limited1.96%
- REC Limited1.89%
- Small Industries Development Bank of India1.83%
- Power Finance Corporation Limited1.82%
- CRISIL Limited1.81%
- LIC Housing Finance Limited1.80%
- Rec Limited1.77%
- Panatone Finvest Limited1.75%
- NTPC Limited1.68%
- GOI BOND NOV1.49%
- Sun Pharmaceutical Industries Limited1.45%
- Oil & Natural Gas Corporation Limited1.44%
- Multi Commodity Exchange of India Limited1.44%
- Manappuram Finance Limited1.38%
- Dixon Technologies India Limited1.36%
- DLF Limited1.35%
- ITC Limited1.23%
- Kalyan Jewellers India Limited1.22%
- Infosys Limited1.07%
- Phoenix Mills Limited1.00%
- Kotak Mahindra Prime Limited0.98%
- Lupin Limited0.98%
- One Wam Limited0.97%
- APL Apollo Tubes Limited0.96%
- Paradeep Phosphates Limited0.95%
- Birlasoft Limited0.93%
- Power Mech Projects Limited0.90%
- Tata Power Company Limited0.89%
- Kotak Mahindra Bank Limited0.89%
- Sonata Software Limited0.88%
- PB Fintech Limited0.80%
- Coforge Limited0.79%
- Zomato Limited0.78%
- Abbott India Limited0.78%
- Adani Ports and Special Economic Zone Limited0.78%
- Zensar Technolgies Limited0.76%
- GOI JUN0.74%
- Zydus Lifesciences Limited0.71%
- Prudent Corporate Advisory Services Limited0.67%
- Kirloskar Oil Eng Limited0.62%
- Aditya Vision Limited0.61%
- Suven Pharmaceuticals Limited0.61%
- Century Textiles & Industries Limited0.58%
- Lemon Tree Hotels Limited0.56%
- Tube Investments of India Limited0.55%
- Exide Industries Limited0.54%
- TD Power Systems Limited0.53%
- Mahindra Lifespace Developers Limited0.53%
- Escorts Kubota Limited0.50%
- Wipro Limited0.46%
- Kirloskar Pneumatic Co Limited0.30%
- Time Technoplast Limited0.27%
- Net Current Assets including cash & bank balances-0.44%
- Miscellaneous16.59%
- Bank - Private10.70%
- IT - Software4.89%
- Refineries4.25%
- Consumer Food2.00%
- Ratings1.81%
- Finance - Others1.64%
- Oil Exploration1.44%
- Finance - NBFC1.38%
- Cigarettes/Tobacco1.23%
- Diamond & Jewellery1.22%
- Fertilizers0.95%
- Fintech0.80%
- e-Commerce0.78%
- Port0.78%
- Retailing0.61%
- Diversified0.58%
- Cycles0.55%
- Batteries0.54%
- Electric Equipment0.53%
- Automobiles-Tractors0.50%
- Compressors / Pumps0.30%
- Plastic Products0.27%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
HDFC Balanced Advantage Fund - Growth | HYBRID | Very High | 22.26% |
NJ Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Moderately High | 17.32% |
ITI Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 15.77% |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 14.67% |
Bank of India Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 13.15% |
WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 12.84% |
LIC MF Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 9.90% |
Tata Balanced Advantage Fund - Regular Plan - Growth | HYBRID | High | 9.35% |
Kotak Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 7.81% |
Bandhan Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Moderately High | 7.42% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 27.89% |
Axis Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 26.81% |
SBI Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Moderately High | 25.83% |
Baroda BNP Paribas Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 23.69% |
Bank of India Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 23.45% |
ITI Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 22.95% |
WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 22.59% |
Nippon India Balanced Advantage Fund - Growth | HYBRID | Very High | 20.69% |
Tata Balanced Advantage Fund - Regular Plan - Growth | HYBRID | High | 20.11% |
Union Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 17.77% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
HDFC Balanced Advantage Fund - Growth | HYBRID | Very High | 24.82% |
Bank of India Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 13.48% |
Baroda BNP Paribas Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 13.28% |
Nippon India Balanced Advantage Fund - Growth | HYBRID | Very High | 12.83% |
Axis Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 12.77% |
ICICI Prudential Balanced Advantage Fund - Growth | HYBRID | High | 12.77% |
ITI Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 11.87% |
Aditya Birla Sun Life Balanced Advantage Fund - Growth | HYBRID | Very High | 11.47% |
Kotak Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 10.73% |
Bandhan Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Moderately High | 9.38% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
HDFC Balanced Advantage Fund - Growth | HYBRID | Very High | 19.15% |
Baroda BNP Paribas Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 15.08% |
ICICI Prudential Balanced Advantage Fund - Growth | HYBRID | High | 12.92% |
Tata Balanced Advantage Fund - Regular Plan - Growth | HYBRID | High | 12.70% |
Union Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 11.90% |
Aditya Birla Sun Life Balanced Advantage Fund - Growth | HYBRID | Very High | 11.86% |
Nippon India Balanced Advantage Fund - Growth | HYBRID | Very High | 11.79% |
Axis Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 10.50% |
Bandhan Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Moderately High | 10.14% |
Bank of India Balanced Advantage Fund - Regular Plan - Growth | 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.
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Compare with similar Funds
HSBC Balanced Advantage Fund - Regular Plan - Growth
HSBC Balanced Advantage Fund - Regular Plan - Growth
HSBC Balanced Advantage Fund - Regular Plan - Growth
HSBC Balanced Advantage Fund - Regular Plan - Growth
HSBC Balanced Advantage Fund - Regular Plan - Growth
HSBC Balanced Advantage Fund - Regular Plan - Growth
HSBC Balanced Advantage Fund - Regular Plan - Growth
HSBC Balanced Advantage Fund - Regular Plan - Growth
HSBC Balanced Advantage Fund - Regular Plan - Growth
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