HSBC Balanced Advantage Fund Growth

HSBC Balanced Advantage Fund Growth has generated -1.2% returns over 1 year, 7.5% over 3 years and 6.5% over 5 years as of 15 October 2026.

Currently, the Net Asset Value (NAV) of HSBC Balanced Advantage Fund Growth is ₹43.35, as of 15 October 2026.

You can invest in HSBC Balanced Advantage Fund Growth through a lumpsum, a monthly SIP and a daily SIP.

The minimum SIP amount for HSBC Balanced Advantage Fund Growth is ₹500 per instalment.

The expense ratio of HSBC Balanced Advantage Fund Growth is 2.48%. It represents the annual expenses levied for managing and operating the fund scheme and is deducted from the fund's NAV rather than being charged separately. For example, if you invest ₹5,000, the annual expense is about ₹124.

As per the fund factsheet published by the fund house, HSBC Balanced Advantage Fund Growth is considered to carry Very High Risk for its investors.

The top holdings of HSBC Balanced Advantage Fund Growth include HDFC Bank Ltd, ICICI Bank Ltd, Axis Bank Limited, Axis Bank Ltd and Future on Aurobindo Pharma Ltd, based on the latest portfolio disclosure. The fund's holdings may change over time depending on the fund manager's investment strategy.

HSBC Balanced Advantage Fund Growth has no lock-in period for its investors. Thus, the investors of this fund are free to redeem their investments on any date as per their requirements.

You can redeem your investment in HSBC Balanced Advantage Fund Growth on any business day. The exit load is Exit Load: For Redemption Load (% of Applicable NAV) If the units redeemed or switched out are upto 10% of the units purchased or switched in (“the limit”) within 1 year from the date of allotment Nil If units redeemed or switched out are over and above the limit within 1 year from the date of allotment 1 If units are redeemed or switched out on or after 1 year from the date of allotment Nil.

HSBC Balanced Advantage Fund Growth is managed by Praveen Ayathan, Mohd Asif Rizwi, Prakriti Banka, Mayank Chaturvedi, Mahesh Chhabria and Neelotpal Sahai. A fund manager is an experienced finance professional responsible for making investment decisions and managing the fund's portfolio in line with its investment objective.