Investment type
HSBC Balanced Advantage Fund - Direct (G) is a mutual fund under the Low Risk-Return Funds category, managed by HSBC Mutual Fund. It was launched on 12 Dec 2001, and has been active for over 24 years. As of 30 Jun 2025 the fund manages assets worth ₹1,555 Crores. The expense ratio is 0.82%.
This fund generated returns of 5.83% in the last 1 year. Since its inception, it has provided an average annual return of 12.04%.
The fund's investments are mainly concentrated in sectors like Debt, Banks, Pharmaceuticals & Biotech, IT-Software and Power.
The top five holdings in this fund include prominent companies such as HDFC Bank, ICICI Bank, Axis Bank, Infosys and N A B A R D.
To seek to generate long-term capital appreciation from a diversified portfolio of equity and equity related securities and to generate reasonable returns by investing a portfolio of debt and money market instruments and arbitrage opportunities in the cash and derivatives segments of the equity markets.
These funds are low-risk as they invest in safe assets like government bonds and high-rated debt.
Yes, if you prioritize capital preservation and want steady, modest returns.
These funds are suitable for short to medium-term goals, generally one to three years.
Yes, you can withdraw anytime, though holding for the investment term is recommended.
Expenses are low, usually between 0.5% and 1%, due to the focus on low-risk assets.
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