16642
27488
Invesco India Balanced Advantage Fund-Direct Growth
13.54
26.89
14.38
-1.80
0.15
2.85
10.15
13.57
  • Invesco India Balanced Advantage Fund-Direct Growth

    • Hybrid .
    • Dynamic Asset Allocation or Balanced Advantage
  • NAV

    61.77

    as on 07 Oct 2024

  • ₹-0.45 (-0.72%)

    Last Change

  • 13.54%

    3Y CAGR returns

  • ₹ 500

    Min SIP
  • ₹ 1000

    Min Lumpsum
  • 0.86%

    Expense Ratio
  • Rating
  • 866 Cr

    Fund Size
  • 11 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 07 Oct 2024 )

  • 1Y
  • 3Y
  • 5Y
  • MAX
  • Trailing Returns
  • 26.89%
  • 13.54%
  • 14.38%
  • 13.57
21.95%
8.24%
6.15%
50.76%
View all Holdings
  • 3.43Alpha
  • 2.22SD
  • 0.61Beta
  • 0.91Sharpe
  • Exit Load
  • if units are redeemed/switched out within 3 months 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 - 0.25%. if units are redeemed/switched out after 3 months from the date of allotment, no exit load is payable.
To generate capital appreciation/income from a mix of equity and debt securities which are managed dynamically.

Amit Ganatra

Low Low to
moderate
Moderate Moderately
High
High Very
High

Invesco Mutual Fund

  • AUM :
  • 96,663Cr
  • Address :
  • 2101-A, A Wing, 21st Floor, MarathonFuturex, N.M.Joshi Marg,Lower Parel, Mumbai 400 013.
  • Contact :
  • +91022 - 67310000
  • Email ID :
  • mfservices@invesco.com
Mutual Fund by Category

Large Cap

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FAQs

You can invest in Invesco India Balanced Advantage Fund-Direct Growth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Invesco India Balanced Advantage Fund-Direct Growth in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

Invesco India Balanced Advantage Fund-Direct Growth has delivered 13.62% since inception

The NAV of Invesco India Balanced Advantage Fund-Direct Growth is ₹60.23 as of 07 Oct 2024

The expense ratio of Invesco India Balanced Advantage Fund-Direct Growth is % as of 07 Oct 2024

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of Invesco India Balanced Advantage Fund-Direct Growth 728.74 CR as of 07 Oct 2024

The minimum SIP amount of Invesco India Balanced Advantage Fund-Direct Growth is 500

The top stock holdings of Invesco India Balanced Advantage Fund-Direct Growth are

  1. Net CA & Others - 21.95%
  2. TREPS - 8.24%
  3. Larsen & Toubro - 6.78%
  4. Invesco India Short Term Fund - Direct (G) - 6.15%
  5. ICICI Bank - 6.12%

The top sectors Invesco India Balanced Advantage Fund-Direct Growth has invested in are

  1. Debt - 17.28%
  2. Banks - 10.72%
  3. Cash & Others - 10.5%
  4. IT-Software - 7.3%
  5. Pharmaceuticals & Biotech - 6.57%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select Invesco India Balanced Advantage Fund-Direct Growth in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of Invesco India Balanced Advantage Fund-Direct Growth based on your investment objective and risk tolerance

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