The scheme seeks to generate capital appreciation/income from a mix of equity and debt securities which are managed dynamically.
Exit Load0.25%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsNA
Deepak Gupta
Mr. Gupta is a CA, CWA, Cleared CFA level III (AIMR, USA).
Prior to joining Invesco Asset Management (India) Pvt. Ltd., He has worked with Emkay Global Financial Services Ltd. and Kotak Asset Management Company Ltd.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Invesco India Balanced Advantage Fund is ₹52.94 as of 2026-08-28.
Invesco India Balanced Advantage Fund is classified as a Dynamic Asset Allocation fund.
The Assets Under Management (AUM) of Invesco India Balanced Advantage Fund is ₹951.53 Cr.
The expense ratio of Invesco India Balanced Advantage Fund is 2.39%.
Invesco India Balanced Advantage Fund is managed by Deepak Gupta.
The minimum SIP investment for Invesco India Balanced Advantage Fund is ₹100.
The exit load for Invesco India Balanced Advantage Fund is 0.25%.
As per the SEBI Riskometer, Invesco India Balanced Advantage Fund carries a Very High risk level.
Invesco India Balanced Advantage Fund has delivered -0.92% (1Y), 8.78% (3Y) and 7.91% (5Y) annualised returns as of 2026-08-28.
Invesco India Balanced Advantage Fund was launched on 2006-07-24.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
