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)	₹978 Cr	₹1526 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	0.21%	0.22%
6 Month	2.54%	2.95%
1 Year	4.15%	4.43%
3 Year	15.38%	12.99%
5 Year	13.25%	11.01%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	5.93%	4.43%
1 Year	8.6%	6.6%
3 Year	13.9%	12.16%
5 Year	12.78%	10.88%

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%	6.75%
Sharp	1.24%	0.96%
Beta	1.04%	-
Alpha	1.79%	-

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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	36.47	34.92
Large Cap	54.46	45.9
Mid Cap	7.31	9.45
Small Cap	1.76	9.74

Scheme Name	Invesco India Dynamic Equity Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	32.13	33.24
Communication Services	2.7	-
Energy	4.9	1.86
Technology	10.14	6.83
Industrials	9.54	4.12
Healthcare	9.14	7.6
Utilities	1.4	3.76
Basic Materials	1.74	1.19
Financial Services	15.15	28.57
Consumer Cyclical	9.77	5.83
Consumer Defensive	2.46	4.97
Real Estate	0.91	2.03