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HSBC Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare

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tortoise-icon Invesco India Dynamic Equity Fund - Growth

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tortoise-icon HSBC Balanced Advantage Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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