
HSBC Balanced Advantage Fund(G)-Direct Plan
+8.78%
5Y annualised
+8.78%
5Y annualised
-0.35% 1D
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Buy, Hold or Sell?
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NAV : 09 Sep 2026
₹51.82
Min. SIP amount
₹500
Fund size (AUM)
1522 Cr
Expense ratio
0.86%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 09 Sep 2026
₹51.82
Min. SIP amount
₹500
Fund size (AUM)
1522 Cr
Expense ratio
0.86%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
50.61%
Mid Cap
11.84%
Small Cap
9.78%
Others
27.77%
Sector Allocation
Bank
20.08%
Government Securities
11.85%
Corporate Debt
9.43%
Healthcare
6.63%
Retailing
4.95%
Finance
4.91%
Crude Oil
4.19%
Electricals
3.71%
Others
33.38%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
Nil for 10% of units and 1% for remaining units on or before 1Y, Nil after 1Y
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Neelotpal Sahai
Present
Prakriti Banka
Present
Praveen Ayathan
Present
Mahesh Chhabria
Present
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FAQs
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