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Invesco India Dynamic Equity Fund vs HSBC Balanced Advantage Fund compare

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tortoise-icon Invesco India Dynamic Equity Fund - Growth

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tortoise-icon 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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

Sector Allocation

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

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