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 Risk | Moderately High |
Asset Size (Cr) | ₹935 Cr | ₹1504 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 | -1.26% | -1.68% |
6 Month | -1.47% | -1.87% |
1 Year | 9.19% | 7.55% |
3 Year | 11.14% | 9.86% |
5 Year | 10.51% | 9.78% |
SIP Return Analysis
Scheme Name | Invesco India Dynamic Equity Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 4.79% | 4.07% |
3 Year | 14.34% | 12.36% |
5 Year | 13.07% | 11.05% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Dynamic Equity Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 11.45% | 8.61% |
3 Year | 10.8% | 9.03% |
5 Year | 10.87% | 9.29% |
Risk Management
Scheme Name | Invesco India Dynamic Equity Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Standard Deviation | 7.47% | 5.55% |
Sharp | 0.6% | 0.82% |
Beta | 1.02% | 0.73% |
Alpha | 2.1% | 1.73% |
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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 |
Fund Manage | 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 | 33.34 | 52.08 |
Small Cap | 4.9 | 18.76 |
Large Cap | 51.99 | 33.67 |
Mid Cap | 9.77 | 15.24 |
Sector Allocation
Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 33.34 | 52.08 |
Cement & Cement Products | 0.71 | - |
Telecom - Services | 1.93 | - |
Petroleum Products | 4.97 | 1.99 |
Electrical Equipment | 2.2 | 1.73 |
IT - Software | 11.39 | 4.97 |
Construction | 6.34 | 2.32 |
Finance | 2.4 | 4 |
Healthcare Services | 2.38 | 1.11 |
Retailing | 3.46 | 1.74 |
Banks | 11.94 | 12.4 |
Pharmaceuticals & Biotechnology | 5.95 | 7.17 |
Automobiles | 2.42 | 0.76 |
Insurance | 0.9 | - |
Beverages | 0.99 | 1.78 |
Aerospace & Defense | 1.17 | 0.44 |
Consumer Durables | 2.85 | 4.71 |
Industrial Products | 0.53 | 4.55 |
Realty | 0.97 | 3.59 |
Fertilizers & Agrochemicals | 0.71 | 1.15 |
Transport Services | 0.68 | - |
Power | 1.77 | 3.41 |
Capital Markets | - | 3.27 |
Non - Ferrous Metals | - | 0.09 |
Paper, Forest & Jute Products | - | 0.74 |
Personal Products | - | 0.14 |
Chemicals & Petrochemicals | - | 0.59 |
Financial Technology (Fintech) | - | 1.72 |
Commercial Services & Supplies | - | 0.74 |
Leisure Services | - | 1.77 |
Auto Components | - | 0.79 |
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