Investment Objective
To seek to generate long term capital appreciation from a diversified portfolio of equity and equity related securities and to generate reasonable returns by investing in a portfolio of debt and money market instruments and arbitrage opportunities in the cash and derivatives segments of the equity markets.There is no assurance that the objective of the Scheme will be realised and the Scheme does not assure or guarantee any returns. .
Category
- Hybrid - Balanced Advantage
Benchmark
- NIFTY 50 Hybrid Composite Debt 50:50 Index
Returns
Absolute
1M
1.00%
3M
4.78%
6M
11.61%
Annualised
1Y
12.89%
3Y
9.04%
5Y
8.25%
Historical NAV
NAV for scheme HSBC Balanced Advantage Fund - Regular Growth
is
Growth of 10,000
An investment of 10000 for
in this scheme would have grown to Rs.
Risk of the fund
AUM
1373.57 Cr
Hsbc Balanced Advantage Fund - Growth AUM is 86% lower than other schemes in the category
Load
Entry Load - NIL
Exit Load - Nil for 10% of units and 1% for remaining units on or before 1Y Nil after 1Y
Lock In Period - NIL
Expense Ratio
2.13%
Turnover Ratio
61.00%
