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Invesco India Balanced Advantage Fund
Invesco·
Dynamic Asset Allocation or Balanced Advantage
1Y
-3.86%
3Y
+10.06%
5Y
+9.09%
Since Inception
+10.08%
Sharpe
0.34
Sortino
0.49
Max Drawdown
-11.12%
Volatility
8.56%
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
#33 of 37
Top 89%
3Y CAGR
#20 of 30
Top 67%
5Y CAGR
#12 of 19
Top 63%
Sharpe
#20 of 36
Top 56%