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 | -3.09% | -3.27% |
| 6 Month | 0.06% | -0.33% |
| 1 Year | 12.21% | 10.53% |
| 3 Year | 11.77% | 10.68% |
| 5 Year | 11.39% | 10.43% |
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.16% | 10.24% |
| 3 Year | 16.35% | 14.72% |
| 5 Year | 14.41% | 12.57% |
| 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 | 0.74% | 0.82% |
| Beta | 1% | 0.73% |
| Alpha | 3.82% | 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 | 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 |
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