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Invesco India Balanced Advantage Fund
Invesco·
Dynamic Asset Allocation or Balanced Advantage
1Y
-2.04%
3Y
+8.92%
5Y
+8.29%
Since Inception
+10.01%
Sharpe
0.37
Sortino
0.54
Max Drawdown
-11.12%
Volatility
8.38%
Alpha
+2.53%
Beta
1.15
Info Ratio
0.79
Up / Down Capture
119 / 102
NAV (last ~1 year)
Fund details
AMCInvesco
Fund manager-
Data from2021-04-13
AUM₹1.1K Cr (January - March 2026)
Expense ratio (Direct)0.96%
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Dynamic Asset Allocation or Balanced Advantage
1Y
#36 of 37
Top 97%
3Y CAGR
#19 of 31
Top 61%
5Y CAGR
#13 of 20
Top 65%
Sharpe
#20 of 36
Top 56%