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HSBC Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare
Invesco India Dynamic Equity Fund - Growth
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | Invesco India Dynamic Equity Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderately High |
| Asset Size (Cr) | ₹1045 Cr | ₹1554 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 04 Oct 2007 | 07 Feb 2011 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 173% | 49% |
| Expense Ratio | 2.15 | 2.11 |
| Manager | Amit Ganatra | Mahesh A Chhabria |
| ISIN Code | INF205K01213 | INF917K01KY4 |
| Exits Load | Invesco India Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365 | HSBC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.63% | 0.89% |
| 6 Month | 9.4% | 8.78% |
| 1 Year | 1.67% | 2.12% |
| 3 Year | 12.67% | 11.45% |
| 5 Year | 13.01% | 10.17% |
SIP Return Analysis
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.79% | 2.06% |
| 1 Year | 7.46% | 6.93% |
| 3 Year | 12.15% | 11.09% |
| 5 Year | 11.75% | 10.35% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.13% | 8.43% |
| 3 Year | 10.96% | 9.25% |
| 5 Year | 11% | 9.81% |
Risk Management
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 7.47% | 6.70% |
| Sharp | 0.84% | 0.67% |
| Beta | 0.08% | - |
| Alpha | 6.16% | - |
Fund Managers
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Amit Ganatra | Mahesh A Chhabria |
| Total AUM | ₹23585 Cr | ₹15021 Cr |
| Funds Managed | 5 | 9 |
| Invesco India Dynamic Equity Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
Market Cap
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 43.89 | 35.79 |
| Large Cap | 47.28 | 46.49 |
| Mid Cap | 7.09 | 7.4 |
| Small Cap | 1.74 | 10.31 |
Sector Allocation
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 38.72 | 33.54 |
| Communication Services | 2.63 | - |
| Energy | 4.54 | 1.77 |
| Technology | 9.3 | 6.52 |
| Industrials | 4.69 | 5.02 |
| Healthcare | 9.27 | 7.88 |
| Utilities | 1.26 | 3.7 |
| Basic Materials | 1.78 | 1.04 |
| Financial Services | 14.7 | 25.75 |
| Consumer Cyclical | 9.81 | 5.96 |
| Consumer Defensive | 2.5 | 6.89 |
| Real Estate | 0.81 | 1.94 |
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