Invesco India Balanced Advantage Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Invesco India Balanced Advantage Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹1000

AUM (Fund size)

₹952 Cr

Lock In Period

N/A

Expense Ratio

2.41

Exit Load

If units are redeemed/switched out within 3 months from the date of allotment: if upto 10% of unitsallotted are redeemed/switched out - Nil. Any redemption / switchout of units in excess of 10% of units allotted - 0.25%. If units are redeemed/switched out after 3 months from the date of allotment - Nil.

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

Invesco India Balanced Advantage Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.970.705.08
6M-1.123.0313.26
1Y-2.185.6125.12
3Y8.8615.7253.21

Portfolio Analysis

  • Equity: 69.15%
  • Debt: 30.85%
  • Others
As on: 2026-07-31
View allocation % by

1. HDFC Bank Limited8.31%
2. ICICI Bank Limited5.28%
3. Kotak Mahindra Bank Ltd3.08%
4. Axis Bank Limited2.26%
5. IndusInd Bank Limited0.21%

1. Reliance Industries Limited7.59%

1. Infosys Limited3.21%
2. Tata Consultancy Services Limited2.73%
3. Tech Mahindra Limited1.32%
4. Coforge Limited0.22%

1. Eternal Limited3.79%

1. Hindustan Unilever Limited1.61%
2. Godrej Consumer Products Limited1.57%

1. UltraTech Cement Limited1.69%
2. Grasim Industries Limited1.14%

1. Larsen & Toubro Limited1.99%
2. KNR Constructions Limited0.38%

1. SBI Life Insurance Company Limited2.08%

1. Jio Financial Services Limited2.01%

1. ICICI Lombard General Insurance Company Limited1.96%

1. ITC Limited1.92%

1. Britannia Industries Limited1.65%

1. Astral Limited1.45%

1. Bajaj Finance Ltd1.43%

1. Jubilant Foodworks Limited1.38%

1. InterGlobe Aviation Limited1.36%

1. Trent Limited1.33%

1. Hyundai Motor India Ltd1.28%
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About Fund Invesco India Balanced Advantage Fund Growth

Invesco India Balanced Advantage Fund Growth managed by Invesco Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹952 Crore. The fund benchmarks its performance against the CRISIL Hybrid 35+65 - Aggressive Index while maintaining an expense ratio of 2.41. Under the expert guidance of Krishna Cheemalapati ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Krishna Cheemalapati

Mr. Krishna has done B.E. (ECE) and has also done PGDBA and CFA (ICFAI, Hyderabad). He has more than 13 years of experience in fixed income market. He has worked with Reliance General Insurance Company Ltd. as Chief Investment Officer (Oct 2008 - Jan 17, 2011) and Fund Manager (Apr 2008 - Oct 2008). He has also worked with ICAP India Pvt. Ltd. as Dealer - Fixed Income - (Sept 2000 - Mar 2008).

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Tata Balanced Advantage Fund Growth48,779 CR1.88
ITI Balanced Advantage Fund Growth2353 CR3.26
Invesco India Balanced Advantage Fund Growth2951 CR2.41
HDFC Balanced Advantage Fund - Growth4107,765 CR1.29
Quant Dynamic Asset Allocation Fund Growth0880 CR3.01
Fund Name1Y3Y
This FundTata Balanced Advantage Fund Growth3.323827.7715
This FundITI Balanced Advantage Fund Growth0.188829.0118
This FundInvesco India Balanced Advantage Fund Growth-2.179529.0134
This FundHDFC Balanced Advantage Fund - Growth1.806142.7026
This FundQuant Dynamic Asset Allocation Fund Growth-1.038946.5916

Invesco India Balanced Advantage Fund Growth FAQs

Invesco India Balanced Advantage Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Invesco India Balanced Advantage Fund Growth is 2.41. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Invesco India Balanced Advantage Fund Growth’s fund performance is as follows:
  • 1 Month : 0.97%
  • 6 Months : -1.12%
  • 1 Year : -2.18%
  • 3 Years : 8.86%
Returns of Invesco India Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 52.96 as on Aug 21,2026. Since inception, the return has been 29.01%.

You can invest in Invesco India Balanced Advantage Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Invesco India Balanced Advantage Fund Growth is ₹952 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Invesco India Balanced Advantage Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.