HSBC Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare

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Invesco India Dynamic Equity Fund - Growth

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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 Risk	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

Scheme Name	Invesco India Dynamic Equity Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Month	-2.17%	-1.78%
6 Month	-4.22%	-3.57%
1 Year	6.93%	5.71%
3 Year	11.33%	10.01%
5 Year	10.15%	9.8%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-	-
1 Year	-1.92%	-0.84%
3 Year	11.87%	10.59%
5 Year	11.87%	10.15%

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%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	7.47%	6.562%
Sharp	0.6%	0.612%
Beta	1.02%	-
Alpha	2.1%	-

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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	52.08
Small Cap	4.9	18.76
Large Cap	51.99	33.67
Mid Cap	9.77	15.24

Scheme Name	Invesco India Dynamic Equity Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	33.34	52.08
Cement & Cement Products	0.71	-
Telecom - Services	1.93	-
Petroleum Products	4.97	1.99
Electrical Equipment	2.2	1.73
IT - Software	11.39	4.97
Construction	6.34	2.32
Finance	2.4	4
Healthcare Services	2.38	1.11
Retailing	3.46	1.74
Banks	11.94	12.4
Pharmaceuticals & Biotechnology	5.95	7.17
Automobiles	2.42	0.76
Insurance	0.9	-
Beverages	0.99	1.78
Aerospace & Defense	1.17	0.44
Consumer Durables	2.85	4.71
Industrial Products	0.53	4.55
Realty	0.97	3.59
Fertilizers & Agrochemicals	0.71	1.15
Transport Services	0.68	-
Power	1.77	3.41
Capital Markets	-	3.27
Non - Ferrous Metals	-	0.09
Paper, Forest & Jute Products	-	0.74
Personal Products	-	0.14
Chemicals & Petrochemicals	-	0.59
Financial Technology (Fintech)	-	1.72
Commercial Services & Supplies	-	0.74
Leisure Services	-	1.77
Auto Components	-	0.79