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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹1000

AUM (Fund size)

₹984 Cr

Lock In Period

N/A

Expense Ratio

2.09

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

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.

Summary

Latest details for Invesco India Balanced Advantage Fund Growth include a ₹51.29 NAV as of Apr 24,2026 and returns since inception of 37.10%. Minimum investments start at SIP ₹100. The Invesco India Balanced Advantage Fund Growth AUM is ₹984 Cr, with a lock-in of N/A years, expense ratio of 2.09%, and benchmark CRISIL Hybrid 35+65 - Aggressive Index. Exit load 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 growth review for 1M Month/Year, the fund recorded 4.90% returns, against a category average of 1.85% and a category best of 9.44%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.901.859.44
6M-5.321.1313.26
1Y-0.484.4725.12
3Y11.0914.3260.50

Portfolio Analysis

  • Equity: 69.03%
  • Debt: 30.97%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC Bank Limited7.96%
2. ICICI Bank Limited4.72%
3. Kotak Mahindra Bank Ltd2.56%
4. Axis Bank Limited1.77%

1. Infosys Limited3.43%
2. Tata Consultancy Services Limited2.32%
3. Coforge Limited1.06%
4. Tech Mahindra Limited1.05%

1. Reliance Industries Limited6.25%

1. Eternal Limited3.72%

1. Larsen & Toubro Limited3.56%

1. Hyundai Motor India Ltd1.69%
2. Mahindra & Mahindra Limited1.35%

1. Hindustan Unilever Limited1.53%
2. Godrej Consumer Products Limited1.30%

1. UltraTech Cement Limited1.42%
2. Grasim Industries Limited1.20%

1. Sun Pharmaceutical Industries Limited2.00%
2. Torrent Pharmaceuticals Limited0.51%

1. Dr. Lal Path Labs Limited1.33%
2. Max Healthcare Institute Limited1.03%

1. ICICI Lombard General Insurance Company Limited1.82%

1. ITC Limited1.61%

1. Britannia Industries Limited1.44%

1. SBI Life Insurance Company Limited1.44%

1. Bajaj Finance Ltd1.33%

1. Jubilant Foodworks Limited1.32%

1. Varun Beverages Ltd1.27%

1. Astral Limited �1.22%

1. Trent Limited1.17%

1. InterGlobe Aviation Limited1.10%

About Fund

Invesco India Balanced Advantage Fund Growth managed by Invesco Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹984 Crore. The fund benchmarks its performance against the CRISIL Hybrid 35+65 - Aggressive Index while maintaining an expense ratio of 2.09. 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 NameRatingsAUMExpense Ratio
This FundHSBC Balanced Advantage Fund Growth21447.69 CR2.12
This FundKotak Balanced Advantage Fund Growth416203.69 CR1.67
This FundInvesco India Balanced Advantage Fund Growth2984.41 CR2.09
This FundAxis Balanced Advantage Fund Growth33557.6 CR1.9
This FundHDFC Balanced Advantage Fund - Growth598457.75 CR1.36
Fund Name1Y3Y
This FundHSBC Balanced Advantage Fund Growth1.772935.2939
This FundKotak Balanced Advantage Fund Growth3.096936.5244
This FundInvesco India Balanced Advantage Fund Growth-0.480237.0998
This FundAxis Balanced Advantage Fund Growth2.474548.6277
This FundHDFC Balanced Advantage Fund - Growth2.77857.6025

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 2.09. 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 : 4.90%
  • 6 Months : -5.32%
  • 1 Year : -0.48%
  • 3 Years : 11.09%
Returns of Invesco India Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 51.29 as on Apr 24,2026. Since inception, the return has been 37.10%.

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 ₹984 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.
Min Inv Amount: ₹500