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HSBC Balanced Advantage Fund Direct Growth

HSBC Balanced Advantage Fund Direct Growth

Dynamic Asset Allocation or Balanced Advantage

NAV ₹49.70 as on 11 Jun 2026

RiskModerately High

Fund Size₹1,492.28Cr

NAV	₹49.70 as on 11 Jun 2026
Risk	Moderately High
Fund Size	₹1,492.28Cr

Investment Details

Lock-in

No Lock-in

Min One Time Amount

₹5,000

Min Withdrawal Amount

₹-

Min SIP Amount

₹500

Min Additional Amount

₹1,000

Exit Load

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.

Basic Details

Age

13 years 5 months (Since Jan 02, 2013)

Return since Launch

11.09%

Expense ratio

0.82%

Type

OPEN

AUM (Fund Size)

₹1,492.28

Risk Grade

Moderately High

Benchmark

Nifty 50 Hybrid Composite Debt 50:50 Index

Calculate Your Returns

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Returns

Total investment of ₹2,40,000

Would have become ₹61,949 (+209.74%)

Asset Allocation

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Scheme Holding Summary

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Riskometer

Level of risk in the scheme

Moderate

High

Low

Very
High

Your investment will be at Moderately High Risk

Fund house & investment objective

HSBC MUTUAL FUND

Rank (total assets)	#17 in India
Total AUM	₹1,36,788.21Cr

Date of Incorporation	12 Dec 2001

HSBC Balanced Advantage Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 02 Jan 2013. The fund currently has an Asset Under Management(AUM) of ₹1,36,788.21 Cr and the Latest NAV as of 11 Jun 2026 is ₹49.70.
The HSBC Balanced Advantage Fund Direct Growth is rated Moderately High. Minimum SIP Investment is set to ₹500 . Minimum Lumpsum Investment is ₹5,000. Exit load of 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..

Returns and Rankings