Invesco India Balanced Advantage Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Dynamic Asset Allocation funds is 51.19% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | -11.18% | 1.03% |
| 2 Year Return | -0.37% | 10.99% |
| 3 Year Return | 5.29% | 29.11% |
| 4 Year Return | 19.94% | 41.83% |
| 5 Year Return | 12.65% | 51.19% |
| 6 Year Return | -0.98% | 76.99% |
| 7 Year Return | 22.50% | 95.33% |
| Expense Ratio | 0.71% | - |
AMC: INVESCO
Category: Hybrid • Dynamic Asset Allocation
Launch Date: 01 Jan 2013
Fund Manager: Mr. Krishna Cheemalapati
Minimum Purchase: ₹1,000
Exit Load: If units are redeemed/switched out within 3 months from the date of allotment: if upto 10% of unitsallotted are redeemed/switched out - Nil. Any redemption / switchout 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 - Nil.
Lock-in: 1
Risk: Moderate Risk
Invesco India Balanced Advantage Fund - Direct Plan is managed by INVESCO and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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