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Hsbc Balanced Advantage Fund - Idcw Reinvestent
EQUITY
Hsbc Balanced Advantage Fund Returns
NAV: ₹17.59
As of 2026-10-21
-0.35%
1yr
8.07%
3yr
7.11%
5yr
All
Hsbc Balanced Advantage Fund Return Calculator
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Hsbc Balanced Advantage Fund Overview
About Hsbc Balanced Advantage Fund - Idcw Reinvestent
The Hsbc Balanced Advantage Fund - Idcw Reinvestent , a null multi-cap fund Open Ended Mutual Funds from HSBC Global Asset Management (India) Private Limited, has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.
Hsbc Balanced Advantage Fund - Idcw Reinvestent - Performance
The Hsbc Balanced Advantage Fund - Idcw Reinvestent has set a great track record, delivering an impressive 1-year return of -0.35. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹1,522.18 Cr. and the latest NAV declared is 17.5866 as on 2026-10-21.
Hsbc Balanced Advantage Fund - Idcw Reinvestent - Investment Strategy
The Hsbc Balanced Advantage Fund - Idcw Reinvestent follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.
Hsbc Balanced Advantage Fund - Idcw Reinvestent - Fees and Expenses
The Hsbc Balanced Advantage Fund - Idcw Reinvestent has an expense ratio of 1.81 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of null if redeemed within 1 year of investment.
Hsbc Balanced Advantage Fund - Idcw Reinvestent - SIP Planning
The Hsbc Balanced Advantage Fund - Idcw Reinvestent, provides a broad range of SIP plans, which can be customised according to your needs and suitability. Hsbc Balanced Advantage Fund - Idcw Reinvestent is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular null provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the null Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.
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Lock-in Period
Nil
Min SIP
500
Min Lumpsum
₹5,000
Fund Size(Cr)
₹1,522
Expense Ratio
1.81%
Exit Load
Nil
If the units redeemed or switched-out are upto 10% of units purchased or switched in ("the limit") within 1 year from the date of allotment. 1.00% - For Redemption within 1 year from the date of allotment or Purchase applying First in First Out basis. Nil - For Redemption above 1 year from the date of allotment.
Hsbc Balanced Advantage Fund Holdings
Hsbc Balanced Advantage Fund AMC Details
Fund House
HSBC Global Asset Management (India) Private Limited
Hsbc Balanced Advantage Fund FAQs
How can I invest in the Hsbc Balanced Advantage Fund ?
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Is Hsbc Balanced Advantage Fund a good investment option for me?
What are the expense ratios associated with Hsbc Balanced Advantage Fund ?
Can I invest in both SIP and Lump Sum plans for Hsbc Balanced Advantage Fund ?
How can I redeem my investments in the Hsbc Balanced Advantage Fund ?
What is the current Asset Under Management (AUM) for Hsbc Balanced Advantage Fund ?
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Disclaimer
Past performance is not an indicator of future returns.
Mutual Fund investments are subject to market risks, read all scheme related documents and Terms & Conditions carefully for more information.
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