Compare funds

Overlay up to 5 funds. NAV values normalized to ₹100 at start of range.

HSBC Balanced Advantage Fund - Regular Plan - IDCW

Side-by-side metrics

Metric	#151126
Scheme	HSBC Balanced Advantage Fund - Regular Plan - IDCW
House	HSBC Mutual Fund
Category	Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation
Latest NAV	₹18.2674
1M return	-1.25%
3M return	1.79%
6M return	-0.76%
1Y return	-5.68%
3Y CAGR	0.43%
5Y CAGR	—
Inception CAGR	1.21%
σ 1Y (annualized)	7.20%
σ 3Y (annualized)	7.44%
Max drawdown (all)	-15.65%
Sharpe 1Y (rf=6%)	-1.66
Sharpe 3Y (rf=6%)	-0.75