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
| 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 | Very High |
| Asset Size (Cr) | ₹770 Cr | ₹1446 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 04 Oct 2007 | 01 Jan 2013 |
| 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 | 2.2 | 2.12 |
| Manager | Amit Ganatra | Mahesh A Chhabria |
| ISIN Code | INF205K01213 | INF917K01KY4 |
| Exits Load | Exit load for units in excess of 10% of the investment, 0.25% will be charged for redemption within 3 months./365 | Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year/365 |
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 3.18% | 0.98% |
| 6 Month | 14.67% | 10.57% |
| 1 Year | 26.53% | 23.64% |
| 3 Year | 12.85% | 11.7% |
| 5 Year | 13.32% | 11.86% |
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.82% | 8.57% |
| 3 Year | 25.99% | 21.35% |
| 5 Year | 41.3% | 33.62% |
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.53% | 11.08% |
| 3 Year | 31.95% | 27.05% |
| 5 Year | 44.68% | 37.8% |
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 7.47% | 5.55% |
| Sharp | 0.76% | 0.82% |
| Beta | 1.03% | 0.73% |
| Alpha | 2.54% | 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 | 37.61 | 33.62 |
| Large Cap | 52.05 | 30.99 |
| Mid Cap | 5.82 | 18.95 |
| Small Cap | 4.52 | 16.44 |
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 19.86 | 2.29 |
| Financial | 15.61 | 33.15 |
| Energy | 3.18 | 6.84 |
| Construction | 1.02 | 6.93 |
| Technology | 4.63 | 3.94 |
| Sovereign | 6.8 | 11.69 |
| Materials | 1.87 | 3.09 |
| Communication | 1.74 | 2.74 |
| Capital Goods | 7.14 | 4.76 |
| Healthcare | 7.72 | 7.24 |
| Automobile | 3.24 | 1.22 |
| Services | 5.46 | 7.59 |
| Insurance | 0.95 | - |
| Consumer Staples | 1.27 | 4.63 |
| Consumer Discretionary | 2.14 | 1.12 |
| Metals & Mining | 1.63 | 0.97 |
| Unclassified | 15.74 | - |
| Chemicals | - | 1.32 |
| Textiles | - | 0.48 |
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