₹ 1,421.95 Cr
2.12%
NIFTY 50 Hybrid Composite debt 50:50 Index
INF917K01KY4
5000.0
1000.0
1000
Mahesh A Chhabria, Neelotpal Sahai, Praveen Ayathan, Gautam Bhupal, Sonal Gupta, Hitesh Gondhia
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
HSBC Balanced Advantage Fund - Regular Growth | 19.77 | 10.37 | 10.31 |
Benchmark | - | - | - |
Equity
Debt
Others
The scheme seeks to generate long term capital growth and income through investments in equity and equity related securities and fixed income instruments.
Company | Holdings (%) |
---|---|
ICICI Bank Ltd. | 4.58 |
HDFC Bank Ltd. | 4.55 |
Reliance Industries Ltd. | 3.61 |
7.37% GOI 23/10/2028 | 3.54 |
7.06% GOI 10/04/2028 | 3.37 |
Larsen & Toubro Ltd. | 3.1 |
Aurobindo Pharma Ltd. | 2.73 |
Zee Entertainment Enterprises Ltd. | 2.64 |
7.18% GOI 14/08/2033 | 2.21 |
Ambuja Cements Ltd. | 2.2 |
Sector | Holdings (%) |
---|---|
Financial | 32.99 |
Sovereign | 11.31 |
Energy | 8.62 |
Healthcare | 7.01 |
Construction | 7.0 |
Services | 6.97 |
Consumer Staples | 5.85 |
Technology | 4.54 |
Capital Goods | 4.08 |
Materials | 2.98 |