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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 | -1.87% | -1.59% |
| 6 Month | -0.87% | -0.67% |
| 1 Year | 4.01% | 5.24% |
| 3 Year | 12.4% | 11.4% |
| 5 Year | 10.31% | 8.92% |
SIP Return Analysis
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.79% | 0.91% |
| 1 Year | 6.49% | 6.51% |
| 3 Year | 9.42% | 8.75% |
| 5 Year | 10.48% | 9.45% |
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 | 7.71% | 6.71% |
| Sharp | 0.75% | 0.68% |
| Beta | 1.09% | 0.83% |
| Alpha | 0.24% | 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 |
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