Invesco India Balanced Advantage Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020
Invesco India Balanced Advantage Fund Growth Fund Overview
Min. investment
SIP ₹100 & Lump. ₹1000
AUM (Fund size)
₹1,024 Cr
Lock In Period
N/A
Expense Ratio
2.78
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
Summary
Invesco India Balanced Advantage Fund Growth NAV is ₹51.04 as of 5 Jun, 2026. Invesco India Balanced Advantage Fund Growth has delivered 28.97% returns since its launch. The minimum SIP investment amount in Invesco India Balanced Advantage Fund Growth is ₹100. The AUM of Invesco India Balanced Advantage Fund Growth is ₹1,024 Cr. The expense ratio of the fund is 2.78%, and its benchmark is CRISIL Hybrid 35+65 - Aggressive Index. The current exit load of the fund is 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.. In the last 1M months, Invesco India Balanced Advantage Fund Growth has delivered -0.76% returns.
Invesco India Balanced Advantage Fund Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.76 | 0.17 | 1.80 |
| 6M | -7.07 | 1.49 | 13.26 |
| 1Y | -3.23 | 4.83 | 25.12 |
| 3Y | 8.85 | 15.61 | 51.01 |
Portfolio Analysis
- Equity: 70.59%
- Debt: 29.41%
- Others
As on: 2026-04-30
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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 ₹1,024 Crore. The fund benchmarks its performance against the CRISIL Hybrid 35+65 - Aggressive Index while maintaining an expense ratio of 2.78. Under the expert guidance of Manish Kalani ,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
Manish Kalani
Mr. Manish Kalani holds BMS and MMS (Finance). Prior to joining the Invesco MF, he was associated with Kotak Securities Ltd.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| ITI Balanced Advantage Fund Growth | 2 | 351.17 CR | 3.21 |
| Tata Balanced Advantage Fund Growth | 4 | 9128.04 CR | 1.79 |
| Invesco India Balanced Advantage Fund Growth | 2 | 1024.28 CR | 2.78 |
| Baroda BNP Paribas Balanced Advantage Fund Growth | 5 | 4755.77 CR | 1.9 |
| HDFC Balanced Advantage Fund - Growth | 4 | 105377.65 CR | 1.34 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundITI Balanced Advantage Fund Growth | -1.6943 | 28.1598 |
| This FundTata Balanced Advantage Fund Growth | 1.2114 | 28.1809 |
| This FundInvesco India Balanced Advantage Fund Growth | -3.227 | 28.9653 |
| This FundBaroda BNP Paribas Balanced Advantage Fund Growth | 4.2516 | 42.6767 |
| This FundHDFC Balanced Advantage Fund - Growth | -1.5369 | 48.2999 |
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 2.78. 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 : -0.76%
- 6 Months : -7.07%
- 1 Year : -3.23%
- 3 Years : 8.85%
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 ₹1,024 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.
