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HSBC Balanced Advantage Fund
HybridDynamic Asset Allocation
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Risk
Very High
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Rating
3.0
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Min SIP Amount
₹500
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Expense Ratio
2.47
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NAV
₹50.41
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Fund Started
17 Jan 2011
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Fund Size
₹1474.15 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
-2.59%
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3 Year
7.73%
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5 Year
6.49%
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Equity
54.40%
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Cash
20.13%
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Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.61% |
ICICI Bank Ltd. | 4.75% |
Axis Bank Ltd. | 4.16% |
Aurobindo Pharma Ltd. | 4.14% |
Reliance Industries Ltd. | 4.03% |
Kotak Mahindra Bank Ltd. | 2.59% |
Larsen & Toubro Ltd. | 2.55% |
DLF Ltd. | 2.43% |
Eternal Ltd. | 2.05% |
Shriram Finance Ltd | 2.00% |
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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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