Hybrid Generate Income and create wealth
Dynamic Asset Allocation
Category Rank
Invesco India Balanced Advantage Fund - Regular Plan Idcw Reinvestment
Rating
Fund
Time to Invest
Invesco India Balanced Advantage Fund - Regular Plan Idcw Reinvestment
NAV
18.45
(22/09/2023)
L 52Wk H
16.90
18.70
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Invesco India Balanced Advantage Fund - Regular Plan Idcw Reinvestment

Hybrid
Dynamic Asset Allocation
Generate Income and create wealth
Rank Invesco India Balanced Advantage Fund - Regular Plan Idcw Reinvestment
Fund
NAV
18.45
(22/09/2023)
Time to Invest
Invesco India Balanced Advantage Fund - Regular Plan Idcw Reinvestment
Rating
L 52Wk H
16.90
18.70
Investment Objective

To generate capital appreciation / income from a mix of equity and debt securities which are managed dynamically. .

Category
  • Hybrid - Dynamic Asset Allocation
Benchmark
  • NIFTY 50 Hybrid Composite Debt 50:50 Index
Returns
Absolute
1M
1.59%
3M
4.31%
6M
12.15%
Annualised
1Y
10.82%
3Y
12.45%
5Y
7.69%
Historical NAV
NAV for scheme Invesco India Balanced Advantage Fund - IDCW (Payout / Reinvestment) is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Invesco India Balanced Advantage Fund - Regular Plan Idcw Reinvestment

AUM

621.28 Cr
Invesco India Balanced Advantage Fund - Regular Plan Idcw Reinvestment AUM is 72% lower than other schemes in the category

Load

Entry Load - NIL
Exit Load - Nil upto 10% of units and 0.25% for above the limits on or before 3M Nil after 3M
Lock In Period - NIL

Expense Ratio

2.32%

Turnover Ratio

183.00%