NAV on (17 Apr 2026 )
₹50.49 ▲
(+0.43%)
Fund Size
₹1447.69 Crores
1Y Returns
4.34 %
To seek to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and to generate reasonable returns through a portfolio of debt and money market instruments. The Fund could also additionally invest in domestic Gold ETFs. This could help generating funds in the long term to save for the cost of childrens marriage.
HSBC Asset Management (India) Pvt. Ltd.
Launch Date
January 1, 2013
Fund Manager
Mr. Mahesh Chhabria
Initial Price
10
AUM Fund
1447.69 Cr
Min investment
Rs 5000
Expense Ratio
0.81%
Weekly - Rs. 500/- each and in multiples of Re. 1/- thereafter. Minimum 12 instalments.Monthly - Rs. 500/- each and in multiples of Re. 1/- thereafter. Minimum 12 instalments.Quarterly - Rs. 1,500/- each and in multiples of Re. 1/- thereafter. Minimum 4 instalments.
If the units redeemed or switched out are upto 10% of the units purchased or switched in (the limit) within 1 year from the date of allotment - NilIf units redeemed or switched out are over and above the limit within 1 year from the date of allotment - 1%.If units are redeemed or switched out on or after 1 year from the date of allotment - Nil.
1 Month
+2.50%
6 Months
-1.28%
1 Year
+4.34%
2 Years (CAGR)
+6.88%
3 Years (CAGR)
+12.08%
5 Years (CAGR)
+9.76%
| Equity / Mid Cap funds | 1Y | 3Y | Fund Size (Cr) |
|---|---|---|---|
| 126.76% | 126.76% | ₹3700.53 | |
| 126.42% | 126.42% | ₹3700.53 | |
| 126.26% | 126.26% | ₹3700.53 | |
| 126.25% | 126.25% | ₹3700.53 | |
| 126.21% | 126.21% | ₹3700.53 |
Q: What is the current NAV of HSBC Balanced Advantage Fund - Direct Plan - Growth?
A: The latest NAV of HSBC Balanced Advantage Fund - Direct Plan - Growth is ₹ 50.49 as on 17 Apr 2026.
Q: What type of mutual fund is HSBC Balanced Advantage Fund - Direct Plan - Growth?
A: HSBC Balanced Advantage Fund - Direct Plan - Growth is a 'Hybrid - Equity Oriented' type mutual fund managed by 'HSBC Asset Management (India) Pvt. Ltd.'.
Q: What is the expense ratio of HSBC Balanced Advantage Fund - Direct Plan - Growth?
A: The expense ratio of HSBC Balanced Advantage Fund - Direct Plan - Growth is 0.81%, which impacts overall returns.
Q: Who manages HSBC Balanced Advantage Fund - Direct Plan - Growth?
A: HSBC Balanced Advantage Fund - Direct Plan - Growth is managed by Mr. Mahesh Chhabria, who oversees investment strategy and portfolio decisions.
Q: Is HSBC Balanced Advantage Fund - Direct Plan - Growth a good investment?
A: HSBC Balanced Advantage Fund - Direct Plan - Growth may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.
Q: What is the exit load of HSBC Balanced Advantage Fund - Direct Plan - Growth?
A: The exit load of HSBC Balanced Advantage Fund - Direct Plan - Growth is If the units redeemed or switched out are upto 10% of the units purchased or switched in (the limit) within 1 year from the date of allotment - NilIf units redeemed or switched out are over and above the limit within 1 year from the date of allotment - 1%.If units are redeemed or switched out on or after 1 year from the date of allotment - Nil., applicable if redeemed within the specified period.
Q: How is HSBC Balanced Advantage Fund - Direct Plan - Growth taxed?
A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.
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