HSBC Balanced Advantage Fund Growth
AllocationDynamic Asset Allocation
43.80
-0.14(-0.31%)
NAV as on 16 Dec, 2025
CAGR
11.39%
- AUM (Crs.)1,591.48
- Expense Ratio2.10 %
- Sharpe Ratio / Category Average0.70 / 0.73
- Standard Deviation / Category Average6.62 / 7.69
- Beta / Category Average0.85 / 1.03
- Portfolio Turnover / Category Average86.51 / 184.74
- Top 5 Stocks Wt.49.93
- Top 10 Stocks Wt.65.13
- Top 3 Sectors Wt.41.28
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
|---|
Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
|---|
Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryNeelotpal Sahai, Mohd Asif Rizwi, Mahesh Chhabria, Mayank Chaturvedi, Prakriti Banka, Praveen Ayathan
- Launch Date07 Feb, 2011
- BenchmarkS&P BSE 500
Objective
To seek long term capital growth and income through investments in equity and equity related securities and fixed income instruments. There is no assurance that the objective of the Scheme will be realised and the Scheme does not assure or guarantee any returns.
Riskometer
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