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) | ₹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% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
ICICI Pru Nifty50 Value 20 Index Fund - Reg (G)
3Y Returns0%
Tata Equity PE Fund Regular Plan -(Growth Option)
3Y Returns20.22%
Kotak Flexicap Fund - Growth
3Y Returns17.69%
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns13.09%
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns16.93%
HSBC Large Cap Fund - Regular Growth
3Y Returns16.06%
ICICI Prudential MidCap Fund - Growth
3Y Returns21.22%
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
3Y Returns14.48%