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)	₹1121 Cr	₹1591 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	-0.8%	-0.58%
6 Month	1.17%	0.82%
1 Year	3.74%	3.79%
3 Year	12.6%	11.5%
5 Year	10.02%	8.55%

SIP Return Analysis

Scheme Name	Invesco India Dynamic Equity Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	0.4%	0.31%
1 Year	5.5%	5.2%
3 Year	9.34%	8.61%
5 Year	10.31%	9.26%

Rolling Lumpsum Returns

Scheme Name	Invesco India Dynamic Equity Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Year	10.69%	8.17%
3 Year	11.12%	9.52%
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	32.93	35.88
Large Cap	59	46.2
Mid Cap	6.59	7.97
Small Cap	1.48	9.95

Sector Allocation

Scheme Name	Invesco India Dynamic Equity Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	27.06	31.43
Communication Services	3.99	-
Energy	4.72	2.15
Technology	9.31	5.6
Industrials	8.39	7.23
Healthcare	8.68	7.21
Financial Services	18.64	26.84
Utilities	1.32	3.16
Basic Materials	1.78	1.03
Consumer Cyclical	12.44	6.47
Consumer Defensive	2.93	7.21
Real Estate	0.75	1.68

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Compare Mutual Funds

Overview

Trailing Lumpsum Returns

SIP Return Analysis

Rolling Lumpsum Returns

Risk Management

Fund Managers

Market Cap

Sector Allocation