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Invesco India Balanced Advantage Growth Direct Plan
Hybrid
Dynamic Asset Allocation or Balanced Advantage
Invesco India Balanced Advantage Growth Direct Plan
SIP amount
₹
Min. ₹500
Lumpsum amount
₹
Min. ₹1,000
Invest now
Add to cart
Invesco India Balanced Advantage Growth Direct Plan
NAV
₹60.1600
-0.28%
(28 Mar)
AUM
919 Cr
TER
0.8%
Risk
Moderately High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback
here.
Compare with other fund
Axis Balanced Advantag...
HDFC Balanced Advantag...
Invesco India Balanced...
SBI Balanced Advantage...
Category Average
Bank Of India Balanced...
1Y
+12.5%
+9.3%
+8.6%
+8.3%
+5.2%
+1.2%
3Y
+14.4%
+20.6%
+13.6%
+13.8%
+11.0%
+14.2%
5Y
+15.8%
+27.8%
+16.9%
NA
+15.5%
+13.3%
ALL
+11.1%
+15.7%
+12.8%
+12.4%
+14.0%
+8.8%
VOL
8.3%
13.8%
11.1%
5.9%
-
8.8%
TER
0.8%
0.8%
0.8%
0.8%
-
1.2%
AUM
₹2,625 Cr
₹90,375 Cr
₹919 Cr
₹32,530 Cr
-
₹125 Cr
INFO
1.33
1.14
1.15
2.12
-
1.00
Past performance
Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Invesco India Balanced Advantage (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings
as of 28th Feb
Top holdings
Triparty Repo
16.0%
Net Receivables / (Payables)
7.5%
HDFC Bank Ltd
6.3%
Invesco India Shrt DurDir Gr
6.0%
Larsen & Toubro Ltd
5.8%
Invesco India Money Market Dir Gr
5.5%
Infosys Ltd
4.7%
ICICI Bank Ltd
4.5%
Reliance Industries Ltd
4.4%
Future on Larsen & Toubro Ltd
3.6%
Top industry exposure
Financial Services
15.2%
Technology
10.2%
Industrials
8.8%
Healthcare
8.8%
Consumer Cyclical
8.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
255%
Lock-in period
-
Exit load
• 0% for redemption between 0% to 10% units and 0.25% for redemption between 10% to Maximum% units and within 90 days
Fund objective
To generate capital appreciation/income from a mix of equity and debt securities which are managed dynamically.
Fund manager(s)
Amit Ganatra
Krishna Cheemalapati
Dhimant Kothari
More details
Fund offer document
All funds from INVESCO
FAQs
Monthly SIP
One Time