HSBC-Balanced-Advantage-Fund-Regular-Growth

NAV

43.328

0.12 (0.2737 %)

11-08-2025

CAGR Since Inception

10.61 %

NIFTY 50 Hybrid Composite debt 50:50 Index

11.41 %

Funds Manager

FM 1 - Neelotpal Sahai, FM 2 - Gautam Bhupal, FM 3 - Praveen Ayathan, FM 4 - Hitesh Gondhia, FM 5 - Mahesh Chhabria, FM 6 - Mohd. Asif Rizwi, FM 7 - Sonal Gupta

Asset Allocation (%)

PORTFOLIO ANALYSIS of HSBC-Balanced-Advantage-Fund-Regular-Growth

Top 10 Stocks in portfolio (%)

Top 10 Sectors in portfolio (%)

Key Performance and Risk Statistics of HSBC-Balanced-Advantage-Fund-Regular-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC-Balanced-Advantage-Fund-Regular-Growth 5.55 0.97 5.62 0.1 7.56 3.62
Hybrid: Dynamic Asset Allocation - - - - - -

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