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	2.64%	2.41%
6 Month	6.2%	6.57%
1 Year	16.96%	16.05%
3 Year	13.46%	11.72%
5 Year	12.02%	11.12%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-	-
1 Year	14.62%	13.76%
3 Year	17.42%	15.45%
5 Year	15.02%	12.97%

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	0.81%	0.82%
Beta	1.01%	0.73%
Alpha	3.44%	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	33.62
Small Cap	4.9	16.44
Large Cap	51.99	30.99
Mid Cap	9.77	18.95

Scheme Name	Invesco India Dynamic Equity Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	33.34	2.29
Cement & Cement Products	0.71	-
Telecom - Services	1.93	-
Petroleum Products	4.97	-
Electrical Equipment	2.2	-
IT - Software	11.39	-
Construction	6.34	6.93
Finance	2.4	-
Healthcare Services	2.38	-
Retailing	3.46	-
Banks	11.94	-
Pharmaceuticals & Biotechnology	5.95	-
Automobiles	2.42	-
Insurance	0.9	-
Beverages	0.99	-
Aerospace & Defense	1.17	-
Consumer Durables	2.85	-
Industrial Products	0.53	-
Realty	0.97	-
Fertilizers & Agrochemicals	0.71	-
Transport Services	0.68	-
Power	1.77	-
Sovereign	-	11.69
Energy	-	6.84
Services	-	7.59
Technology	-	3.94
Financial	-	33.15
Healthcare	-	7.24
Consumer Staples	-	4.63
Automobile	-	1.22
Materials	-	3.09
Chemicals	-	1.32
Capital Goods	-	4.76
Communication	-	2.74
Consumer Discretionary	-	1.12
Textiles	-	0.48
Metals & Mining	-	0.97