Invesco India Balanced Advantage Fund-Direct Growth
500
Min SIP
1,000
Min Lumpsum
1.04 %
Expense Ratio
Rating
621
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 16.1% | 13.8% | 9.9% | 12.4% | ||||
| Category Average | 16.9% | 20.4% | 14.1% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
4.75
Alpha
2.06
SD
0.43
Beta
1.76
Sharpe
Exit Load
| 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. |
|---|
Fund Objective
To generate capital appreciation by investing in equity and debt securities which are managed dynamically.
Fund Managers
Amit Ganatra
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- 61,598
-
27.9%Fund Size - 61,598
-
30.4%Fund Size - 61,598
-
16.7%Fund Size - 61,598
-
- 9,394
-
14.6%Fund Size - 9,394
-
16.2%Fund Size - 9,394
-
13.8%Fund Size - 9,394
-
- 6,794
-
15.1%Fund Size - 6,794
-
16.2%Fund Size - 6,794
-
11.9%Fund Size - 6,794
-
- 6,956
-
13.7%Fund Size - 6,956
-
16%Fund Size - 6,956
-
11.7%Fund Size - 6,956
-
- 49,102
-
13.8%Fund Size - 49,102
-
15.9%Fund Size - 49,102
-
12.3%Fund Size - 49,102
AMC Contact Details
Invesco Mutual Fund
AUM:
50,118 Cr
Address:
2101-A, A Wing, 21st Floor, Marathon
Futurex, N.M.Joshi Marg,
Lower Parel, Mumbai 400 013.
Contact:
022 - 67310000
Email ID:
mfservices@invesco.com
Frequently Asked Questions
How to invest in Invesco India Balanced Advantage Fund-Direct Growth ?
You can invest in Invesco India Balanced Advantage Fund-Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Invesco India Balanced Advantage Fund-Direct Growth in the search box.
- 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"
What is the NAV of Invesco India Balanced Advantage Fund-Direct Growth ?
The NAV of Invesco India Balanced Advantage Fund-Direct Growth is ₹48.5 as of 03 October 2023.
How to redeem Invesco India Balanced Advantage Fund-Direct Growth holding ?
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”.
What is the minimum sip amount of Invesco India Balanced Advantage Fund-Direct Growth?
The minimum SIP amount of Invesco India Balanced Advantage Fund-Direct Growth is ₹500
What are the top sectors Invesco India Balanced Advantage Fund-Direct Growth has invested in?
The top sectors Invesco India Balanced Advantage Fund-Direct Growth has invested in are
- Debt - 20.94%
- Banks - 18.93%
- IT-Software - 9.58%
- Cash & Others - 8.08%
- Pharmaceuticals & Biotech - 4.8%
Can I make investments in both the SIP and Lump Sum schemes of Invesco India Balanced Advantage Fund-Direct Growth?
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.
How much returns have Invesco India Balanced Advantage Fund-Direct Growth generated ?
The Invesco India Balanced Advantage Fund-Direct Growth has delivered 12.4% since inception
What is the expense ratio of Invesco India Balanced Advantage Fund-Direct Growth ?
The expense ratio of Invesco India Balanced Advantage Fund-Direct Growth is 1.04 % as of 03 October 2023.
What is the AUM of Invesco India Balanced Advantage Fund-Direct Growth?
The AUM of Invesco India Balanced Advantage Fund-Direct Growth is ₹50,118 Cr as of 03 October 2023
What are the top stock holdings of Invesco India Balanced Advantage Fund-Direct Growth?
The top stock holdings of Invesco India Balanced Advantage Fund-Direct Growth are
- ICICI Bank - 7.36%
- HDFC Bank - 6.59%
- TCS - 5.6%
- Larsen & Toubro - 3.55%
- NTPC - 3.3%
How can I redeem my investments in Invesco India Balanced Advantage Fund-Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Invesco India Balanced Advantage Fund-Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Invesco India Balanced Advantage Fund-Direct Growth in Scheme, enter the redemption amount, and click on submit button.