HSBC Balanced Advantage Fund

Dynamic Asset Allocation / BAFHybrid Rank 15 of 34

NAV · Direct-Growth

₹50.74-0.22-0.43%

As of 1 Oct 2026 · AMFI

NAV growth+0.5%

Oct ’25Oct ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

1 of 3 periods ahead

Consistency

Strong

positive in 11 of 12 years

Beats its Dynamic Asset Allocation / BAF category on 5Y but trails on 1Y & 3Y.

1Y return

+0.5%

-2.2 vs cat

3Y CAGR

+9.2%

-0.1 vs cat

5Y CAGR

+8.1%

+0.2 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

8.0%

3Y std dev

Go deeper on HSBC Balanced Advantage Fund

Two data-only views, computed from this fund's real NAV history — no projections.

HSBC Balanced Advantage Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.HSBC Balanced Advantage Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

HSBC Balanced Advantage Fund is a Dynamic Asset Allocation / BAF scheme from HSBC. Long-run track record: about 8.1% CAGR over 5 years. Worst historical drawdown: -19% in Mar 2020, recovered in 3 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF917K01IN1

NAV (Direct-Growth)

₹50.7410

Last 1Y

+0.49%

Oct 25Min ₹48.04 · Max ₹52.56 · 248 ptsOct 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-19.1%

Peak ₹27.63 on 24 Jan 2020 → trough ₹22.34 on 23 Mar 2020 (2 months down).

Recovered in 3 months· 3 Jul 2020

Feb 2016

-13.3%

Peak ₹21.76 on 19 Aug 2015 → trough ₹18.87 on 12 Feb 2016 (6 months down).

Recovered in 12 months· 27 Jan 2017

Apr 2013

-11.0%

Peak ₹12.21 on 15 Jan 2013 → trough ₹10.87 on 15 Apr 2013 (3 months down).

Recovered in 6 months· 21 Oct 2013

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-1.49%	-1.86%	6/ 41
1M	-2.47%	-3.39%	6/ 41
3M	-1.31%	-2.64%	6/ 41
6M	+4.96%	+7.63%	15/ 41
YTD	-1.32%	+0.17%	12/ 40
1Y	+0.48%	+2.71%	18/ 40
2Y	+2.27%	+1.91%	12/ 39
3Y	+9.16%	+9.26%	15/ 34
5Y	+8.11%	+7.90%	12/ 24
7Y	+9.99%	+10.24%	13/ 21
10Y	+8.99%	+8.62%	9/ 15

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