Invesco India Balanced Advantage Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 25.91 | 12.84 | 10.88 | 9.66 |
Average Rolling Returns(%) | 11.46 | 11.57 | 10.88 | 11.37 |
The Current NAV of Invesco India Balanced Advantage Fund - Growth is ₹49.07.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.
Invesco India Balanced Advantage Fund - Growth fund’s expense ratio is 2.21%
The process for redemption is
The AUM of Invesco India Balanced Advantage Fund - Growth is currently ₹731 Crores.
The Top three stocks are ICICI Bank, TCS and Reliance Industries and account for 18% of its portfolio. Top 5 and 10 stocks of fund account for 24% and 36% of fund’s portfolio respectively.
Top three sectors of Invesco India Balanced Advantage Fund - Growth fund are Others, Miscellaneous and BFSI accounting for 59% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Dynamic Asset Allocation it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Invesco India Balanced Advantage Fund - Growth Fund is Hybrid - Dynamic Asset Allocation.
Dhimant Kothari and Amit Ganatra manage the Invesco India Balanced Advantage Fund - Growth Fund.
Invesco India Balanced Advantage Fund - Growth current PE ratio is 41.48 and PB ratio is 9.34
The asset allocation of Invesco India Balanced Advantage Fund - Growth is Stocks : 58.37%, Debt : 33.87% and Gold : 7.79%
The minimum SIP amount for Invesco India Balanced Advantage Fund - Growth is ₹500.00 and minimum lumpsum is ₹1000.00
The exit load for Invesco India Balanced Advantage Fund - Growth is Nil upto 10% of units and 0.25% for above the limits on or before 3 months, Nil after 3 months