Plan: OPEN | Option: Dividend | Neelotpal Sahai

28 Mar 24 | 12:00 AM

19.23 0.09 (0.45%)

  • Underperforms

    25.24%

    Return (1Y)

    underperformed Hybrid - Equity Oriented by -5.74%

  • Less Volatile

    0.33%

    Standard Deviation (1Y)

    Lower than Hybrid - Equity Oriented by -0.13%

  • Not so consistent

    5/12

    Months

    Has beaten Hybrid - Equity Oriented

  • Value research rating

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year HSBC Balanced Advantage Fund (IDCW), has underperformed its benchmark, Hybrid - Equity Oriented by -5.74% (CAGR difference)

25.24%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of HSBC Balanced Advantage Fund (IDCW),is Lower than its benchmark, Hybrid - Equity Oriented by -0.13%

0.33%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 12 Months, i.e 41.67% of the times It has beaten its benchmark, Hybrid - Equity Oriented

Consistency Meter

View Stock Composition