Home› Funds› Invesco India Multi Asset Allocation Fund - Regula

Invesco India Multi Asset Allocation Fund - Regular Plan - Growth

Invesco · Multi Asset
Moderate
₹12.10
Current NAV
03 Nov 2026
5.2%
1Y Return
21.1%
3Y CAGR
20.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.71).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.71).
  • Very large asset base (AUM: ₹19,260 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
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
1.71
Sharpe Ratio
0.71
Beta
5.71
Alpha
1.90
Sortino
Fund Details
Fund House Invesco
Category Multi Asset
AUM ₹19260 Cr
Expense Ratio 1.51%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Multi Asset
Groww Multi Asset Omni FOF Regular IDCW
Groww
₹9.85 31.6%
PGIM India Multi Asset Allocation Fund - Direct Plan - Growth Option
PGIM India
₹10.26 30.4%
Kotak Multi Asset Active FOF - Regular- IDCW
Kotak
₹9.61 25.0%
Capitalmind Multi Asset Allocation Fund-Regular-Growth
Capitalmind Multi Asset Allocation
₹9.53 24.4%