HSBC Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare

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Invesco India Dynamic Equity Fund - Growth

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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)	₹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

Scheme Name	Invesco India Dynamic Equity Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Month	1.09%	1.46%
6 Month	-2.35%	-1.44%
1 Year	6.33%	7.29%
3 Year	15.61%	13.17%
5 Year	13.95%	11.63%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	4.11%	4.26%
1 Year	4.51%	5.46%
3 Year	13.03%	12.07%
5 Year	12.22%	10.77%

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%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	7.47%	6.954%
Sharp	0.94%	0.453%
Beta	1.05%	-
Alpha	1.14%	-

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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

Scheme Name	Invesco India Dynamic Equity Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	31.98	34.98
Large Cap	57.4	35.51
Mid Cap	8.87	12.01
Small Cap	1.75	17.5

Scheme Name	Invesco India Dynamic Equity Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	31.98	34.7
Telecom - Services	2.76	-
Petroleum Products	4.92	-
IT - Software	8.8	-
Construction	5.98	-
Healthcare Services	2.31	-
Other Utilities	0.1	-
Non - Ferrous Metals	0.79	-
Banks	12.12	-
Pharmaceuticals & Biotechnology	7.23	-
Cement & Cement Products	1.04	-
Power	1.18	-
Automobiles	4.01	-
Commercial Services & Supplies	0.71	-
Finance	1.96	-
Insurance	2.01	-
Beverages	1.33	-
Food Products	1.27	-
Aerospace & Defense	1.21	-
Consumer Durables	2.66	-
Retailing	3.86	-
Realty	0.89	-
Transport Services	0.88	-
Energy	-	2.98
Technology	-	8.81
Financial Services	-	21.09
Industrials	-	7.87
Healthcare	-	6.65
Basic Materials	-	1.87
Real Estate	-	2.71
Consumer Defensive	-	2.37
Utilities	-	3.73
Consumer Cyclical	-	7.2