Invesco India Balanced Advantage Fund (G) Mutual fund

Invesco India Balanced Advantage Fund (G)

Q: How to Invest in Invesco India Balanced Advantage Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Invesco India Balanced Advantage Fund good?

The Invesco India Balanced Advantage Fund has an AUM of ₹934.59 Cr as on 2/20/2025. The scheme has delivered CAGR returns for the past 3 years against a category average of 10.41%. The risk is Very High against the category average of 34.61.

Q: Is Invesco India Balanced Advantage Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on hybrid funds: If equity allocation is 65% or above: STCG of 20% is applicable if units are sold within one year of purchase. For units sold after one year of purchase, LTCG of 12.5% is levied on gains above ₹1.25 lakhs in a financial year. If debt allocation in a hybrid fund is 65% or more, gains are added to income and taxed as per slab rate irrespective of the holding period.

Q: What is the lock-in period of Invesco India Balanced Advantage Fund?

There is no lock-in period applicable on Invesco India Balanced Advantage Fund.

Q: What is the expense ratio of Invesco India Balanced Advantage Fund?

The expense ratio of Invesco India Balanced Advantage Fund is 2.15%.

Hybrid

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Dynamic Asset Allocation

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Fund Details

Current NAV

₹50.12

Expense Ratio

2.15%

Min SIP

₹500

Fund Size

₹935Cr

Min Investment

₹1.00K

Lock In

Scheme Information Document

Exit load: if units are redeemed/switched out within 3 months from the date of allotment: if upto 10% of units allotted are redeemed / switched out - Nil any redemption / switch-out 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, no exit load is payable.

Fund Performance

Alpha

2.58%

Beta

0.61

Sharpe Ratio

0.6053

Risk

8.11%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Invesco India Balanced Advantage Fund (G) FAQs

Q1. How to Invest in Invesco India Balanced Advantage Fund through Rupeezy?

Q2. Is Invesco India Balanced Advantage Fund good?

Q3. Is Invesco India Balanced Advantage Fund tax free?

Q4. What is the lock-in period of Invesco India Balanced Advantage Fund?

Q5. What is the expense ratio of Invesco India Balanced Advantage Fund?

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