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HSBC Balanced Advantage Fund - Regular IDCW

HSBC · Balanced Advantage
Moderate
₹18.45
Current NAV
25 Jun 2026
10.9%
1Y Return
10.4%
3Y CAGR
11.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.39).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.89).
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
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
1.39
Sharpe Ratio
0.69
Beta
2.89
Alpha
1.93
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Fund Details
Fund House HSBC
Category Balanced Advantage
AUM ₹6440 Cr
Expense Ratio 1.09%
Min SIP ₹500
Min Lumpsum ₹1000
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