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Invesco India Balanced Advantage Fund - Direct Plan - Growth

Invesco · Balanced Advantage
Moderate
₹62.94
Current NAV
25 Jun 2026
16.8%
1Y Return
8.3%
3Y CAGR
11.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.98%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.28).
  • Very large asset base (AUM: ₹13,830 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.78
Sharpe Ratio
1.28
Beta
4.28
Alpha
1.08
Sortino
Fund Details
Fund House Invesco
Category Balanced Advantage
AUM ₹13830 Cr
Expense Ratio 0.98%
Min SIP ₹500
Min Lumpsum ₹1000
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