TickerKhojHSBC Mutual Fund · Hybrid · Balanced Advantage · Regular plan
HSBC Balanced Advantage Fund - Regular Plan - Growth
₹42.7837NAV on 30 Oct 2026Expense ratio 2.47%
29 Oct 2025NAV low 41.1 · high 44.75-3.0%
In plain words
Over 3 years it returned +7.7% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -8.9%.
On 3-year return it ranks 18 of 30 funds in Balanced Advantage.
A monthly SIP over 3 years ended ₹8,287 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -1.2% | +1.9% |
| 3 months | -3.0% | -5.1% |
| 6 months | -0.2% | -3.2% |
| 1 year | -2.9% | -10.2% |
| 3 years (yearly) | +7.7% | +7.4% |
| Since start (yearly) | +8.0% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,18,002 | -2.7% |
| 3 years | ₹3,60,000 | ₹3,73,566 | +2.3% |
Other plan of this fund: HSBC Balanced Advantage Fund - Direct Plan - Growth