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Invesco India Balanced Advantage Fund
Invesco·
Dynamic Asset Allocation or Balanced Advantage
1Y
+1.31%
3Y
+10.34%
5Y
+9.30%
Since Inception
+10.85%
Sharpe
0.30
Sortino
0.44
Max Drawdown
-11.12%
Volatility
8.40%
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
#31 of 37
Top 84%
3Y CAGR
#16 of 31
Top 52%
5Y CAGR
#12 of 21
Top 57%
Sharpe
#15 of 36
Top 42%