- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Invesco India Dynamic Equity Fund vs HSBC Balanced Advantage 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) | ₹1126 Cr | ₹1581 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 | -2.12% | -1.91% |
| 6 Month | -0.91% | -1.12% |
| 1 Year | 4.41% | 4.12% |
| 3 Year | 11.85% | 10.86% |
| 5 Year | 9.87% | 8.39% |
SIP Return Analysis
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | -0.51% | -0.27% |
| 1 Year | 4.47% | 4.27% |
| 3 Year | 9.06% | 8.24% |
| 5 Year | 10.21% | 9.09% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.64% | 8.16% |
| 3 Year | 11.13% | 9.53% |
| 5 Year | 11.12% | 9.9% |
Risk Management
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 7.47% | 5.55% |
| Sharp | 0.85% | 0.88% |
| Beta | 1.1% | 0.83% |
| Alpha | 0.83% | 1.45% |
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 | 32.06 | 36.98 |
| Large Cap | 63.06 | 45.91 |
| Mid Cap | 3.47 | 7.29 |
| Small Cap | 1.41 | 9.82 |
Sector Allocation
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 29.16 | 31.18 |
| Communication Services | 1.31 | - |
| Energy | 4.71 | 2.16 |
| Technology | 9.15 | 6.99 |
| Industrials | 6.83 | 7.81 |
| Healthcare | 7.37 | 6.8 |
| Financial Services | 21.33 | 26.32 |
| Consumer Defensive | 7.06 | 6.53 |
| Utilities | 1.2 | 3.01 |
| Basic Materials | 2.02 | 1.09 |
| Consumer Cyclical | 9.34 | 6.49 |
| Real Estate | 0.53 | 1.61 |
Top Comparisons
Invesco India Arbitrage Fund - Growth Option
3Y Returns7.09%
UTI Arbitrage Fund - Regular Plan - Growth Option
3Y Returns7.12%
Franklin India Small Cap Fund-Growth
3Y Returns17.76%
Bandhan Small Cap Fund Regular Growth
3Y Returns27.74%
Kotak Money Market Fund - (Growth)
3Y Returns7.39%
Kotak Money Market Fund - (Growth)
3Y Returns7.39%
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
3Y Returns9.58%
Tata Equity Savings Fund -Regular Plan-Growth Option
3Y Returns9.68%
