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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 Moderately High
Asset Size (Cr) ₹1024 Cr ₹1555 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 -0.88% 0.47%
6 Month 4.92% 5.95%
1 Year 3.45% 3.24%
3 Year 14.1% 12.43%
5 Year 12.77% 10.63%

SIP Return Analysis

Scheme Name Invesco India Dynamic Equity Fund - Growth HSBC Balanced Advantage Fund - Regular Growth
6 Month 3.57% 3.59%
1 Year 5.6% 6.29%
3 Year 12.97% 11.9%
5 Year 12.31% 10.78%

Rolling Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth HSBC Balanced Advantage Fund - Regular Growth
1 Year 11.29% 8.49%
3 Year 10.91% 9.16%
5 Year 10.92% 9.69%

Risk Management

Scheme Name Invesco India Dynamic Equity Fund - Growth HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation 7.47% 6.75%
Sharp 1.24% 0.96%
Beta 1.04% -
Alpha 1.79% -

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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
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 37.94 34.11
Large Cap 53 48.59
Mid Cap 7.38 7.69
Small Cap 1.68 9.61

Sector Allocation

Scheme Name

Invesco India Dynamic Equity Fund - Growth

HSBC Balanced Advantage Fund - Regular Growth

Others 32.34 32.29
Communication Services 2.82 -
Energy 4.95 1.93
Technology 10.07 6.41
Industrials 9.34 4.76
Healthcare 9.07 7.85
Utilities 1.26 3.78
Basic Materials 1.84 1.27
Financial Services 14.79 27.06
Consumer Cyclical 10.23 5.76
Consumer Defensive 2.38 6.81
Real Estate 0.91 2.09

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