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HSBC Balanced Advantage Fund vs Invesco India Dynamic Equity 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 | 1.98% | 1.95% |
| 6 Month | -0.82% | 0.01% |
| 1 Year | 7.84% | 7.25% |
| 3 Year | 12.68% | 10.98% |
| 5 Year | 14.44% | 11.98% |
SIP Return Analysis
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.31% | 0.95% |
| 1 Year | -0.05% | 1.73% |
| 3 Year | 12.71% | 11.6% |
| 5 Year | 12.04% | 10.46% |
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 | 0.5% | 0.453% |
| Beta | 1.04% | - |
| Alpha | 1.87% | - |
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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 | 38.08 | 34.98 |
| Large Cap | 51.65 | 35.51 |
| Mid Cap | 8.26 | 12.01 |
| Small Cap | 2.02 | 17.5 |
Sector Allocation
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 35.78 | 34.7 |
| Communication Services | 2.29 | - |
| Energy | 4.41 | 2.98 |
| Technology | 10.19 | 8.81 |
| Industrials | 8.83 | 7.87 |
| Financial Services | 15.2 | 21.09 |
| Healthcare | 8.82 | 6.65 |
| Consumer Cyclical | 8.67 | 7.2 |
| Utilities | 1.31 | 3.73 |
| Basic Materials | 1.67 | 1.87 |
| Consumer Defensive | 1.99 | 2.37 |
| Real Estate | 0.84 | 2.71 |
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