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Invesco India Balanced Advantage Fund Direct Plan Growth

AllocationDynamic Asset Allocation

65.24

0.21(0.32%)

NAV as on 12 Dec, 2025

CAGR

13.77%

Top Performer

This scheme has consistently delivered the best returns in its Dynamic Asset Allocation category across .

Returns

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AUM (Crs.)1,121.27
Expense Ratio0.78 %
Sharpe Ratio / Category Average0.88 / 0.73
Standard Deviation / Category Average7.80 / 7.69
Beta / Category Average1.09 / 1.03
Portfolio Turnover / Category Average73.33 / 184.74
Top 5 Stocks Wt.40.62
Top 10 Stocks Wt.64.26
Top 3 Sectors Wt.40.39
Investment StyleLarge Growth
Morningstar Rating

Performance

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Absolute and Annualised Returns

Yearly Returns

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Portfolio

Asset Allocation

Equity%
Debt%
Cash%
Derivatives%

Weightage by Market Cap

Concentration

No. of Stocks--
Avg. Market Cap--
Top 10 Stocks--
Top 5 Stocks--
Top 3 Sectors--

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Fundamentals

Measures	Fund	Category Average

Risk Metrics

Peers

1Y3Y5Y10Y

Mutual Fund	AUM (cr.)	3YReturns

Holdings

Stocks

Sector

About

Fund Manager(s)Check History
Amit Ganatra, Amey Sathe, Krishna Cheemalapati, Manish Kalani
Launch Date01 Jan, 2013
BenchmarkS&P BSE 500

Objective

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

Riskometer

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Fund Name	Morningstar Rating	AUM (cr.)	1Y Returns	3Y Returns	5Y Returns