Invesco India Balanced Advantage Fund Direct Plan Reinvestment of Income Dist cum Capital Wtdrl

hybrid

RETURNS (5 YEARS) 12.54%
RETURNS (5 YEARS) 12.54%
NAV ₹23.78
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
-0.76%
3M
0.47%
6M
3.73%
1Y
2.88%
3Y
13.77%
5Y
12.54%

Fund Essentials

  • 01 Jan 2013

    Fund Started

  • ₹1121.27 Cr

    AUM Fund Size

  • 0.78%

    Expense Ratio

  • ₹500.0

    Min SIP Amount

  • Moderately High

    Fund Risk

  • 0.25% if redeemed within 0-3 months

    0% if redeemed after 3 months

    Exit Load

Top 10 Holdings

  • 7.5%
  • 7.22%
  • 6.83%
  • 5.65%
  • 5.24%
  • 4.72%
  • 4.08%
  • 3.95%
  • 2.74%
  • 2.68%
  • Amit Ganatra

    Manager

  • Krishna Cheemalapati

    Manager

  • Manish Kalani

    Manager

  • Amey Sathe

    Manager

  • SIP (monthly)
  • One-Time
Minimum amount to be invested is ₹500.0
Risk-o-meter
Moderately High