MF ExpertFund research

Compare funds

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

Clear
HSBC Balanced Advantage Fund - Direct Plan - IDCW
Side-by-side metrics
Metric#151128
SchemeHSBC Balanced Advantage Fund - Direct Plan - IDCW
HouseHSBC Mutual Fund
CategoryHybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation
Latest NAV₹22.0288
1M return-1.12%
3M return2.19%
6M return0.00%
1Y return-4.29%
3Y CAGR1.91%
5Y CAGR
Inception CAGR2.74%
σ 1Y (annualized)7.18%
σ 3Y (annualized)7.43%
Max drawdown (all)-13.88%
Sharpe 1Y (rf=6%)-1.46
Sharpe 3Y (rf=6%)-0.55