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) | ₹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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