Invesco India Balanced Advantage Fund - Direct - Growth
Hybrid Scheme by Invesco Asset Management (India) Private Limited
3Y Returns (CAGR)
10.23%
Expense Ratio
1.15%
as of 01/07/2026
AUM
₹155.12 Cr
Qtr End: Mar 26
NAV
₹63.28
as of 17/07/2026
3Y Returns (CAGR)
10.23%
Expense Ratio
1.15%
as of 01/07/2026
AUM
₹155.12 Cr
Qtr End: Mar 26
NAV
₹63.28
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 1.49% | 6.10% | 8.16% |
| 6M | -2.01% | -3.99% | 10.61% |
| 1Y | -1.48% | -1.48% | 8.43% |
| 3Y | 33.93% | 10.23% | 8.42% |
| 5Y | 54.57% | 9.10% | 8.67% |
Scheme Details
- Launch Date
- 16/08/2007
- Fund Age
- 18.9 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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