3 Year return
15.7%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹905.29 Cr.
Expense Ratio
0.86% (inclusive of GST)
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.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Invesco Mutual Fund Managers
PG
Pranav Gokhale
Fund Manager since Feb 2024
Fund House Details
Invesco Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
HDFC Balanced Advantage Fund |
23.97% |
4 |
Baroda BNP Paribas Balanced Advantage Fund |
15.85% |
3 |
Edelweiss Balanced Advantage Fund |
13.89% |
5 |
Schemes by Invesco Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Invesco India Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Invesco India Aggressive Hybrid Fund Direct Plan IDCW (Payout / Payout)
Hybrid . Aggressive Hybrid Fund
Invesco India Aggressive Hybrid Fund Direct Plan IDCW (Reinvestment / Reinvestment)
Hybrid . Arbitrage Fund
Invesco India Arbitrage Fund Direct Plan IDCW (Payout / Payout)
Hybrid . Arbitrage Fund
Invesco India Arbitrage Fund Direct Plan Growth
About Invesco India Dynamic Equity Fund Direct Plan Growth
The Invesco India Dynamic Equity Fund Direct Plan Growth is a balanced advantage fund managed by Invesco Mutual Fund. It is a direct plan, which means that there are no brokerage fees involved when you invest in the fund. The fund invests in a mix of equity and fixed-income securities. The proportion of the two is dynamically managed and may keep varying depending on the market outlook of the fund manager. The fund has a moderate risk profile, making it suitable for investors who are looking for growth potential with some stability.The fund has been around for over 5 years and has a good track record of performance.The fund's expense ratio is 0.87%, which is higher than the average expense ratio for balanced advantage funds.
Investment Objectives of the Scheme
The investment objective of the Invesco India Dynamic Equity Fund Direct Plan Growth is to generate returns that are higher than the returns offered by traditional asset classes by investing in a mix of equity and fixed-income securities. The fund will invest at least 65% of its assets in equity and up to 35% of its assets in fixed-income securities.
Key Features of The Fund
5-year return | 13.97% |
Expense Ratio | 0.86% |
Fund Manager | Pranav Gokhale |
Fund Size | ₹905.29 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
The Invesco India Dynamic Equity Fund Direct Plan Growth is a good option for investors who are looking for a balanced investment with the potential for growth. The fund is also a good option for investors who are looking for a moderate risk investment. However, the fund is not suitable for investors who are looking for a high-risk investment or who need the money in the short term.
AMC Contact Details
Name | Invesco Mutual Fund |
Launch Date | May 2005 |
Addresss | Unit No: 2101 A, 21st floor, A – Wing, Marathon Futurex, N. M. Joshi Marg, Lower Parel, Mumbai – 400 013 |
Contact | 1-800-209-0007(Toll Free) +91-22-6731-0000 |
mfservices@invesco.com | |
Website | https://invescomutualfund.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
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How do I invest in Invesco India Balanced Advantage Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Invesco India Balanced Advantage Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Invesco India Balanced Advantage Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Invesco India Balanced Advantage Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.