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MF_151129

HSBC Balanced Advantage Fund - Direct Growth

Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation

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End Amount
₹14,241.18
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
9.43%
MF_151129 Return
Benchmark CAGR
6.88%
Nifty 50
Inflation Adj. CAGR
5.12%
Real Annualized Return
Alpha
0.03
Excess Return vs Benchmark
Beta
0.51
Volatility vs Benchmark
Sharpe Ratio
0.50
Risk-Adjusted Return
Sortino Ratio
0.77
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 53% 16% 25%
60 days 54% 13% 16%
90 days 54% 11% 12%
180 days 42% 8% 5%
1Yr 50% 4% 4%
3Yr 61% 2% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period HSBC Balanced Advantage Fund - Direct Growth Nifty 50
30 days -12.4% | -36.7% | 10.0% | 69.5% 26.6% | -53.6% | 9.3% | 145.1%
60 days -21.1% | -25.3% | 11.6% | 52.4% -23.0% | -41.1% | 8.1% | 87.5%
90 days -15.1% | -20.6% | 11.4% | 40.9% -25.0% | -31.1% | 10.9% | 59.6%
1 Year -1.6% | 0.3% | 8.5% | 25.2% -10.0% | -8.4% | 9.5% | 31.1%
3 Years 9.2% | 8.9% | 11.1% | 13.4% 7.7% | 6.0% | 10.3% | 14.8%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 3 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Dec. 11, 2024 July 15, 2025 216 days 9% Nifty 50: 10% 14226 12993 14269
Jan. 2, 2026 July 4, 2026 183 days 7% Nifty 50: 15% 14590 13574 14592
Aug. 6, 2026 Oct. 30, 2026 85 days 5% Nifty 50: 10% 14849 14099 14241