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16642
27488
Invesco India Balanced Advantage Fund-Direct (G)
8.99
-2.96
8.44
0.77
-1.73
-0.46
4.41
11.63
7
1.5
8.44
Invesco India Balanced Advantage Fund-Direct (G)
1.5
8.44
1.19
3.5
5 Years
Begin with SIP Invest One-Time
  • NAV

    62.56

    22 Sep 2026

  • -0.27%

     1 Day

  • 8.99%

    3Y CAGR returns

  • ₹ 100

    Min SIP

  • ₹ 1000

    Min Lumpsum

  • 1.14%

    Expense Ratio

  • 3

     Rating

  • 937 Cr

    Fund Size

  • 13 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 22 Sep 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • -2.96%
  • 8.99%
  • 8.44%
  • 11.63
Scheme Compare One click to compare funds with our smart tool—analyze returns & more! Compare

Scheme Allocation

By Holding By Sector By Asset
12.54%
8.53%
8.27%
8.00%
5.43%
57.23%
View All

Advance Ratio

  • 3.98Alpha
  • 2.64SD
  • 0.64Beta
  • 0.53Sharpe

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
High High Very
High

Peer Comparison

  • Fund Name
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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
Mutual Fund by Category
Equity Debt Hybrid

Large Cap

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