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HSBC Balanced Advantage Fund - Direct Growth

HSBC · Balanced Advantage
Moderate
₹51.36
Current NAV
25 Jun 2026
9.2%
1Y Return
12.7%
3Y CAGR
9.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.82%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.52).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.52).
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.52
Sharpe Ratio
0.52
Beta
5.52
Alpha
1.85
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Fund Details
Fund House HSBC
Category Balanced Advantage
AUM ₹3570 Cr
Expense Ratio 0.82%
Min SIP ₹500
Min Lumpsum ₹1000
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