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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
₹61.0000
-0.59%
(25 Apr)
AUM
943 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
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Category Average
1Y
+14.0%
+8.3%
+8.0%
+8.0%
+7.3%
+5.1%
3Y
+15.4%
+14.1%
+20.5%
+14.4%
+14.5%
+11.5%
5Y
+15.8%
+16.1%
+26.7%
NA
+18.9%
+15.0%
ALL
+11.2%
+12.9%
+15.7%
+12.6%
+15.3%
+14.0%
VOL
8.3%
11.2%
13.8%
6.0%
11.0%
-
TER
0.8%
0.8%
0.9%
0.7%
0.8%
-
AUM
₹2,808 Cr
₹943 Cr
₹94,824 Cr
₹34,015 Cr
₹4,073 Cr
-
INFO
1.34
1.15
1.14
2.10
1.39
-
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 31st Mar
Top holdings
Triparty Repo
14.5%
HDFC Bank Ltd
6.5%
Larsen & Toubro Ltd
6.4%
Net Receivables / (Payables)
6.2%
Invesco India Shrt DurDir Gr
5.9%
Invesco India Money Market Dir Gr
5.4%
ICICI Bank Ltd
5.0%
Reliance Industries Ltd
4.6%
Infosys Ltd
4.6%
Future on Larsen & Toubro Ltd
3.9%
Top industry exposure
Financial Services
14.5%
Technology
10.1%
Industrials
9.4%
Healthcare
9.4%
Consumer Cyclical
8.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
244%
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