Invesco India Balanced Advantage Fund - Direct Plan - IDCW (Payout / Reinvestment)
NAV
₹21.05
as of 2026-10-12
Price History (NAV)
Performance Metrics (3 Year)
3Y CAGR
-1%
Category avg 5.4%
Fund size
₹489 L
Assets under management
Sharpe
-0.63
Risk-adjusted return (3Y)
Max drawdown
4.4%
Peak-to-trough decline (3Y)
Beta
N/A
Market sensitivity (3Y)
SIP / returns estimator
Estimation is based on the past performance of this fund
Total Corpus After 7 Year(s)
@12.0% p.a. returns
₹4.20 L
+₹2.40 L
Fund FAQs
Frequently asked questions about Invesco India Balanced Advantage Fund - Direct Plan - IDCW (Payout / Reinvestment)
Answers use the latest facts on this page and Qonfido’s peer-group tiers. They are research aids, not personalised investment advice. How ratings work
What is the NAV of Invesco India Balanced Advantage Fund - Direct Plan - IDCW (Payout / Reinvestment) today?
As of 2026-10-12, the NAV of Invesco India Balanced Advantage Fund - Direct Plan - IDCW (Payout / Reinvestment) shown on Qonfido is ₹21.05. Mutual fund NAVs are typically published for each market day; always check the as-of date before acting.
Is Invesco India Balanced Advantage Fund - Direct Plan - IDCW (Payout / Reinvestment) a good fund?
Qonfido currently places Invesco India Balanced Advantage Fund - Direct Plan - IDCW (Payout / Reinvestment) in the Standard tier within the Dynamic Asset Allocation / Balanced Advantage Fund peer group. Standard tier means the fund is broadly in line with category peers on Qonfido’s scorecard. This is a peer-group research signal—not a buy recommendation, suitability assessment, or guarantee of future returns. See Qonfido’s fund rating methodology for how tiers are built and their limits.
Is Invesco India Balanced Advantage Fund - Direct Plan - IDCW (Payout / Reinvestment) a good fit for me?
Whether Invesco India Balanced Advantage Fund - Direct Plan - IDCW (Payout / Reinvestment) is a good fit depends on your goals, risk tolerance, time horizon, tax situation, and the rest of your portfolio—not on a single fund page. Qonfido does not provide personalised SEBI-registered investment advice here. Use AI Fund Discovery to explore alternatives, or consult a licensed advisor for suitability.
What is the 3-year return of Invesco India Balanced Advantage Fund - Direct Plan - IDCW (Payout / Reinvestment)?
The 3-year CAGR shown for Invesco India Balanced Advantage Fund - Direct Plan - IDCW (Payout / Reinvestment) on Qonfido is -0.8% (category average about 5.4% for Dynamic Asset Allocation / Balanced Advantage Fund where available). Past performance is not indicative of future results and does not mean the fund is suitable for you.
Which category does Invesco India Balanced Advantage Fund - Direct Plan - IDCW (Payout / Reinvestment) belong to?
Invesco India Balanced Advantage Fund - Direct Plan - IDCW (Payout / Reinvestment) is a Dynamic Asset Allocation / Balanced Advantage Fund scheme from Invesco Mutual Fund. You can compare Qonfido-rated peers on the Best Balanced Advantage funds category (/best-balanced-advantage-funds) and on the Dynamic Asset Allocation / Balanced Advantage Fund category page.
How can I explore Invesco India Balanced Advantage Fund - Direct Plan - IDCW (Payout / Reinvestment) further on Qonfido?
Reported fund size (AUM) for Invesco India Balanced Advantage Fund - Direct Plan - IDCW (Payout / Reinvestment) is about ₹489 L. AUM is context only and does not predict returns. On Qonfido you can review the fact card, open related best-fund categories, try the SIP calculator with this scheme, or ask AI Fund Discovery for peer comparisons—still as research support, not personalised advice.
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