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16642
27488
Invesco India Balanced Advantage Fund-Direct (G)
10.40
1.06
9.48
0.77
1.01
2.91
-0.37
11.93
7
1.57
9.48
Invesco India Balanced Advantage Fund-Direct (G)
1.57
9.48
1.19
3.5
5 Years
Begin with SIP Invest One-Time
  • NAV

    64.02

    07 Aug 2026

  • -0.08%

     1 Day

  • 10.40%

    3Y CAGR returns

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  • ₹ 100

    Min SIP

  • ₹ 1000

    Min Lumpsum

  • 1.16%

    Expense Ratio

  • 3

     Rating

  • 996 Cr

    Fund Size

  • 13 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 07 Aug 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 1.06%
  • 10.40%
  • 9.48%
  • 11.93

Scheme Allocation

By Holding By Sector By Asset
11.83%
8.36%
8.31%
7.59%
5.28%
58.63%
View All

Advance Ratio

  • 3.99Alpha
  • 2.65SD
  • 0.64Beta
  • 0.49Sharpe

Exit Load & Tax Implication

  • Exit Load
  • if units are redeemed/switched out within 1 year from the date of allotment. if upto 10% of units allotted are redeemed / switched out - Nil any redemption / switch-out of units in excess of 10% of units allotted - 1%. if units are redeemed/switched out after 1 year from the date of allotment, no exit load is payable.
  • Tax implication
  • Returns are taxed as per your Income Tax slab.

Fund Objective

To generate capital appreciation/income from a mix of equity and debt securities which are managed dynamically.

Fund Managers

Amey Sathe

Risk-o-meter

Low Low to
moderate Moderate Moderately
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High

Peer Comparison

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More Funds from Invesco Mutual Fund

27488
  • Fund Name

AMC Contact Details

  • Address :
  • 2101-A, A Wing, 21st Floor, Marathon Futurex, N.M.Joshi Marg, Lower Parel, Mumbai 400 013.
    • Contact :
    • +91022 - 67310000
    • Email ID :
    • mfservices@invesco.com
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Equity Debt Hybrid

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