HSBC Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare

Invesco India Dynamic Equity Fund - Growth

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HSBC Balanced Advantage Fund - Regular Growth

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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	Moderately High	Moderately High
Asset Size (Cr)	₹905 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	2.16	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	-3.78%	-3.5%
6 Month	-0.45%	-0.1%
1 Year	11.44%	10.4%
3 Year	11.29%	10.19%
5 Year	11.19%	10.18%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-	-
1 Year	6.22%	5.99%
3 Year	14.69%	12.98%
5 Year	13.42%	11.51%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Year	11.36%	8.47%
3 Year	10.69%	8.89%
5 Year	10.78%	8.9%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	7.47%	5.55%
Sharp	0.74%	0.82%
Beta	1%	0.73%
Alpha	3.82%	1.73%

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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
Fund Manage	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	33.34	51.86
Small Cap	4.9	19.75
Large Cap	51.99	31.05
Mid Cap	9.77	16.92

Scheme Name	Invesco India Dynamic Equity Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	33.34	51.86
Cement & Cement Products	0.71	-
Telecom - Services	1.93	-
Petroleum Products	4.97	2.12
Electrical Equipment	2.2	1.53
IT - Software	11.39	4.47
Construction	6.34	2.37
Finance	2.4	4.23
Healthcare Services	2.38	0.96
Retailing	3.46	1.7
Banks	11.94	12.63
Pharmaceuticals & Biotechnology	5.95	7.59
Automobiles	2.42	0.77
Insurance	0.9	-
Beverages	0.99	1.72
Aerospace & Defense	1.17	0.46
Consumer Durables	2.85	4.41
Industrial Products	0.53	4.5
Realty	0.97	3.79
Fertilizers & Agrochemicals	0.71	1.17
Transport Services	0.68	-
Power	1.77	3.5
Capital Markets	-	3.37
Non - Ferrous Metals	-	0.17
Paper, Forest & Jute Products	-	0.81
Personal Products	-	0.16
Chemicals & Petrochemicals	-	0.61
Financial Technology (Fintech)	-	1.55
Commercial Services & Supplies	-	0.72
Leisure Services	-	1.57
Auto Components	-	0.84