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INVESCO INDIA BALANCED ADVANTAGE FUND - REGULAR PLAN GROWTH

52.44
-0.12 as on 11-Nov-2024
HYBRID | DYNAMIC ASSET ALLOCATION

25.45

1 YEAR RETURNS

12.13

3 YEAR RETURNS

11.89

5 YEAR RETURNS

2 / 5

FundExpert Rating
Buy


200000.0

Minimum Investment

200000.0

Minimum SIP Investment

200000.0

Additional Purchase

Option Type

Three Year NAV

Peer Comparison

Peer Mutual Fund Fundexpert Rating Current Nav 1yr Return 3yr Return 5yr Return
HDFC BALANCED ADVANTAGE FUND - REGULAR PLAN - GROWTH 5 501.07 29.17 20.51 20.15 Buy
BARODA BNP PARIBAS BALANCED ADVANTAGE FUND - REGULAR GROWTH 4 23.31 24.84 12.68 15.89 Buy
SUNDARAM BALANCED ADVANTAGE FUND - REGULAR PLAN GROWTH 4 34.26 19.96 10.33 13.77 Buy
TATA BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH 4 19.98 20.22 11.07 13.47 Buy
SBI BALANCED ADVANTAGE FUND - REGULAR PLAN - GROWTH 4 14.75 22.64 13.03 NA Buy

Fund Portfolio

Top 5 Holdings

S. No Company Net Assets
1 Net CA & Others 11.22
2 HDFC Bank Ltd 10.32
3 Invesco India Ultra Short Term 9.2
4 Reliance Industries Ltd 8.09
5 Housing Development Finance Corporation Ltd 6.35

Top 5 Sectors

S. no Sector Name Net Assets
1 Miscellaneous 15.73
2 Banks 15.65
3 Banks - Private Sector 13.01
4 Finance 8.26
5 Refineries 8.09