Compare Mutual Funds
HSBC Balanced Advantage Fund
Select a Mutual Fund
Risk
Very High
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Rating
3.0
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Min SIP Amount
₹500
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Expense Ratio
2.5
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NAV
₹43.54
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Fund Started
17 Jan 2011
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Fund Size
₹1518.10 Cr
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Exit Load
Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year
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1 Year
-0.33%
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3 Year
8.65%
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5 Year
7.67%
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Equity
51.82%
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Cash
23.11%
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Top 10 Holdings
HDFC Bank Ltd. | 6.01% |
ICICI Bank Ltd. | 4.80% |
Kotak Mahindra Bank Ltd. | 3.89% |
Aurobindo Pharma Ltd. | 3.80% |
Axis Bank Ltd. | 3.24% |
Reliance Industries Ltd. | 2.98% |
Larsen & Toubro Ltd. | 2.73% |
DLF Ltd. | 2.51% |
Shriram Finance Ltd | 2.40% |
Eternal Ltd. | 2.09% |
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Name
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Start Date
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Description
The scheme seeks to generate long term capital growth and income through investments in equity and equity related securities and fixed income instruments.
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Launch Date
17 Jan 2011
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