Invesco India Dynamic Equity Fund vs HSBC Balanced Advantage 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	4.49%	2.77%
6 Month	-1.53%	-1.4%
1 Year	7.76%	8.54%
3 Year	13.99%	11.81%
5 Year	14.34%	11.96%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	0.4%	0.32%
1 Year	-0.13%	0.63%
3 Year	12.03%	10.84%
5 Year	11.56%	9.99%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Year	11.45%	8.61%
3 Year	10.8%	9.03%
5 Year	10.87%	9.29%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	7.47%	6.954%
Sharp	0.78%	0.453%
Beta	1.04%	-
Alpha	1.33%	-

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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	32.96	34.98
Large Cap	56.2	35.51
Mid Cap	8.79	12.01
Small Cap	2.05	17.5

Scheme Name	Invesco India Dynamic Equity Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	32.96	34.7
Telecom - Services	2.59	-
Petroleum Products	4.57	-
IT - Software	9.2	-
Construction	6.4	-
Healthcare Services	2.27	-
Other Utilities	0.26	-
Non - Ferrous Metals	0.88	-
Banks	11.51	-
Pharmaceuticals & Biotechnology	7.09	-
Cement & Cement Products	1.02	-
Power	1.21	-
Automobiles	3.89	-
Commercial Services & Supplies	0.75	-
Finance	2.03	-
Insurance	1.89	-
Beverages	1.41	-
Food Products	1.06	-
Aerospace & Defense	1.19	-
Consumer Durables	2.35	-
Industrial Products	0.17	-
Retailing	3.52	-
Realty	0.9	-
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