Invesco India Balanced Advantage Fund - Direct - Growth
Hybrid Schemes by Invesco Asset Management (India) Private Limited
3Y Returns (CAGR)
9.19%
Expense Ratio
1.14%
as of 01/08/2026
AUM
₹141.8 Cr
Qtr End: Jun 26
NAV
₹63.36
as of 02/09/2026
3Y Returns (CAGR)
9.19%
Expense Ratio
1.14%
as of 01/08/2026
AUM
₹141.8 Cr
Qtr End: Jun 26
NAV
₹63.36
as of 02/09/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 3.58% | 15.11% | 7.53% |
| 6M | 2.08% | 4.20% | 10.29% |
| 1Y | -0.58% | -0.58% | 8.49% |
| 3Y | 30.18% | 9.19% | 8.49% |
| 5Y | 51.76% | 8.70% | 8.67% |
Scheme Details
- Launch Date
- 16/08/2007
- Fund Age
- 19 years
- Minimum Investment
- ₹5,000
- Fund House
- Invesco Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Dynamic Asset Allocation or Balanced Advantage (Hybrid Scheme)
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