HSBC Balanced Advantage Fund - Regular Growth

HSBC Balanced Advantage Fund - Investment Information

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₹42.87 (-0.86%)
Current NAV 20-12-2024
16.05%
Returns
Min. SIP ₹500

Min. Investment ₹5000

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Overview Returns Risk Portfolio Investment Details

Fund Suitability Test

Investment Objective

To seek long term capital growth and income through investments in equity and equity related securities and fixed income instruments.

Basic Details

Key Information About Investing Details.

CategoryDynamic Asset Allocation
KRACAMS
Inv. PlanGrowth
Launched In07-Feb-11
BenchmarkNIFTY 50 Hybrid Composite debt 50:50 Index
Fund TypeOpen Ended
Fund HouseHSBC Mutual Fund

Investment Details

Check the Fund’s General Information

Fund size1503.94 Cr.
Min. Investment₹5000
Min. Sip Inv.₹500
Min. Addl Inv.₹1000
Expense Ratio2.11%
Turn over49%
Exit LoadHSBC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Fund Managers

Details of Managers and their Experience

Mahesh A Chhabria

Fund Manage : 9

Total AUM. : ₹15,021 Cr.

Gautam Bhupal

Fund Manage : 13

Total AUM. : ₹25,949 Cr.

Sonal Gupta

Fund Manage : 15

Total AUM. : ₹48,923 Cr.

Neelotpal Sahai

Fund Manage : 12

Total AUM. : ₹13,321 Cr.

Praveen Ayathan

Fund Manage : 5

Total AUM. : ₹3,762 Cr.

Hitesh Gondhia

Fund Manage : 3

Total AUM. : ₹3,453 Cr.

AMC Office Information

Registered Office of Mutual Fund Company

AMCHSBC Mutual Fund
Emailhsbcmf@camsonline.com
Office No 022-66145000
Websitehttps://www.assetmanagement.hsbc.co.in
Address9-11 Floors, NESCO IT Park, Building no. 3, Western Express Highway, Goregaon (East) Mumbai 400 063

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Frequently Asked Questions

What is a mutual fund?

In simple words, a fund is an investor’s safety deposit much like in earlier times when people used to store their savings into a bag of rice, in today’s times that bag has come with a new name that is the Mutual Fund.

What are the benefits of investing in funds?

Investing allows us with an opportunity to earn higher returns on our investment with minimal risks. It grows the capital invested in the long-term and provides a systematic way to secure one’s future.

Do mutual funds generate income?

Investing in funds is a great way to build capital. Long-term investments have proven to be a successful tool to create generational wealth. Deep analysis of the market and risk tolerance can help investors to earn good returns and generate income as well.

How many types of mutual funds are there?

There are several types of funds such as: • Equity funds, primary investment in stocks and equity shares. Subcategories include large-cap, mid-cap, small-cap funds. • Debt funds • Money market funds • Hybrid funds • Specialized funds

Who gets your money in mutual funds?

The income generated on the funds is the interest gained on the invested amount which is fairly distributed among the investors.