Invesco Mutual Funds

Invesco India Balanced Advantage Fund Direct Plan Growth

₹ 57.96

NAV (Apr 07)

17.43%
5 Year CAGR
Scripbox Opinion
not-recommended
Not Recommended
Click here for top ranked funds in dynamic asset allocation or balanced advantage mutual funds.

Dynamic Asset Allocation Or Balanced Advantage funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Downside Protection Measure

Neutral

The performance of the fund on a Downside Protection Measure metric has been Neutral

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Scheme Information

Investment Objective

The scheme seeks to generate capital appreciation/income from a mix of equity and debt securities which are managed dynamically.

Expense Ratio
0.8 %
Launched
-
AUM in Crores
918.7
ISIN
INF205K01LN5
Lock-in (days)
No Lock-in
Benchmark
NIFTY 50 Hybrid Composite debt 50:50 Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
8.5
Beta
0.7
Sharpe Ratio
0.7
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Others

17.8%
17.8%

Invesco India Short Duration Fund Direct-Growth

6.58%
6.58%

ICICI Bank Ltd.

6.56%
6.56%

Invesco India Money Market Fund Direct-Growth

6.02%
6.02%

Tata Consultancy Services Ltd.

5.79%
5.79%
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Allocation by Sector

Financial

11.86%
11.86%

Technology

9.23%
9.23%

Healthcare

8.82%
8.82%

Services

5.15%
5.15%

Automobile

3.89%
3.89%
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Frequently Asked Questions

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