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Invesco India Balanced Advantage Fund - Regular Plan - Growth

Invesco · Balanced Advantage
Moderate
₹52.46
Current NAV
25 Jun 2026
10.2%
1Y Return
9.7%
3Y CAGR
10.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.92).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.42).
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • Higher expense ratio (1.82%) which can affect compounding over long horizons.
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
1.92
Sharpe Ratio
0.62
Beta
2.42
Alpha
2.53
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Fund Details
Fund House Invesco
Category Balanced Advantage
AUM ₹3970 Cr
Expense Ratio 1.82%
Min SIP ₹500
Min Lumpsum ₹1000
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