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HSBC Balanced Advantage Fund - Regular Growth

HSBC · Balanced Advantage
Moderate
₹42.78
Current NAV
30 Oct 2026
-2.9%
1Y Return
7.7%
3Y CAGR
11.7%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.42).
  • Very large asset base (AUM: ₹13,970 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
1.42
Sharpe Ratio
1.32
Beta
1.92
Alpha
1.59
Sortino
Fund Details
Fund House HSBC
Category Balanced Advantage
AUM ₹13970 Cr
Expense Ratio 1.32%
Min SIP ₹500
Min Lumpsum ₹1000
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