Invesco India Dynamic Equity Fund vs HSBC Balanced Advantage 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 | 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 | 1.43% | 1.46% |
| 6 Month | 5.84% | 5.73% |
| 1 Year | 17.37% | 15.73% |
| 3 Year | 13.66% | 11.72% |
| 5 Year | 11.96% | 11.02% |
| 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 |
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