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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
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 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | -2.69% | -1.42% |
| 6 Month | -6.19% | -5.23% |
| 1 Year | 4.71% | 4.35% |
| 3 Year | 11.72% | 9.98% |
| 5 Year | 11.81% | 10.75% |
SIP Return Analysis
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | -5.93% | -5% |
| 1 Year | -7.38% | -5.49% |
| 3 Year | 10.34% | 9.24% |
| 5 Year | 10.76% | 9.18% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 7.47% | 6.954% |
| Sharp | 0.54% | 0.453% |
| Beta | 1.05% | - |
| Alpha | 1.84% | - |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 36.75064 | 34.97659 |
| Large Cap | 49.88166 | 35.51016 |
| Mid Cap | 9.68415 | 12.01377 |
| Small Cap | 3.68351 | 17.49947 |
Sector Allocation
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 34.70395 | 34.70067 |
| Communication Services | 2.04669 | - |
| Energy | 4.57168 | 2.98291 |
| Industrials | 10.14312 | 7.8656 |
| Technology | 10.70674 | 8.81421 |
| Consumer Cyclical | 7.94119 | 7.20081 |
| Financial Services | 13.66658 | 21.09418 |
| Healthcare | 8.59218 | 6.6522 |
| Utilities | 2.98342 | 3.73338 |
| Basic Materials | 1.6753 | 1.87498 |
| Consumer Defensive | 1.97588 | 2.36808 |
| Real Estate | 0.99323 | 2.71297 |
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