TickerKhojHSBC Mutual Fund · Hybrid · Balanced Advantage · Direct plan
HSBC Balanced Advantage Fund - Direct Plan - Growth
₹50.4058NAV on 30 Oct 2026Expense ratio 1.15%
29 Oct 2025NAV low 48.04 · high 52.56-1.7%
In plain words
Over 3 years it returned +9.1% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -8.7%.
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 | -1.1% | +1.9% |
| 3 months | -2.7% | -5.1% |
| 6 months | +0.5% | -3.2% |
| 1 year | -1.6% | -10.2% |
| 3 years (yearly) | +9.1% | +7.4% |
| Since start (yearly) | +9.4% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,18,962 | -1.4% |
| 3 years | ₹3,60,000 | ₹3,81,853 | +3.7% |
Other plan of this fund: HSBC Balanced Advantage Fund - Regular Plan - Growth