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) | ₹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 |
Trailing Lumpsum Returns
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% |
SIP Return Analysis
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% |
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 | 36.47 | 34.92 |
Large Cap | 54.46 | 45.9 |
Mid Cap | 7.31 | 9.45 |
Small Cap | 1.76 | 9.74 |
Sector Allocation
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 |
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