₹ 53.5
NAV (Oct 15)
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.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 53.5
NAV (Oct 15)
Last 1Y | 25.8% |
Last 3Y | 12.1% |
Last 5Y | 12.7% |
Last 10Y | 10.5% |
Since Inception | 10.3% |
6 Month CAGR | 10.5% |
The scheme seeks to generate capital appreciation/income from a mix of equity and debt securities which are managed dynamically.
Expense Ratio | 2.18 |
Launched (0y ago) | 2.18 |
AUM in Crores | 888.6 |
ISIN | INF205K01213 |
Lock-in | - |
Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 7.7 |
Beta | 0.6 |
Sharpe Ratio | 1 |
YTM | - |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Invesco India Balanced Advantage Fund (G) | 10,02,905 | 2,70,293 | 12.7% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Others
17.8%Invesco India Short Duration Fund Direct-Growth
6.6%ICICI Bank Ltd.
6.6%Invesco India Money Market Fund Direct-Growth
6%Tata Consultancy Services Ltd.
5.8%Financial
13.6%Healthcare
8.2%Services
7.1%Technology
5.6%Capital Goods
4.7%Fund Name | Fund Size | |
---|---|---|
₹ 50,495 cr | ||
₹ 3,342 cr | ||
₹ 5,410 cr | ||
₹ 12,689 cr | ||
₹ 24,796 cr |
Invesco Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
31.8% | 13.4% | ||
8.1% | 5% | ||
5.8% | 7.5% | ||
6.4% | 6.6% | ||
28.9% | 12% |
Invesco India Balanced Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 10.323% over a period of 17 years. The fund is managed by Invesco Mutual Fund. The fund managers are Amit Ganatra, Dhimant Kothari.
Nav of Invesco India Balanced Advantage Fund (G) as of 10/15/2024 is ₹53.50 with the total AUM as of 10/16/2024 is ₹888.6339. With Scripbox you can compare and check the latest nav for all mutual funds in India. Invesco India Balanced Advantage Fund (G) was launched on 2007-10-04. The category risk of the fund is Above Average.
The minimum SIP amount for Invesco India Balanced Advantage Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
What is Invesco India Balanced Advantage Fund (G)?
How to invest in Invesco India Balanced Advantage Fund (G)?
You can invest in Invesco India Balanced Advantage Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Invesco India Balanced Advantage Fund (G)?
The minimum sip amount for Invesco India Balanced Advantage Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Invesco India Balanced Advantage Fund (G) good to invest in?
As per Scripbox experts, it is a 1 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Invesco India Balanced Advantage Fund (G)?
The expense ratio of the Invesco India Balanced Advantage Fund (G) is 2.18% for regular plan.
What is the NAV of Invesco India Balanced Advantage Fund (G)?
Today's Invesco India Balanced Advantage Fund (G) NAV is ₹53.50.