Invesco India Balanced Advantage Fund is a Balanced Advantage fund run by Invesco Mutual Fund. On 30-09-2026, it managed ₹903 Cr of investors' money. In the 3 years to 30-10-2026, its Direct plan returned 9.2% a year and its Regular plan returned 7.8% a year. Its benchmark, NIFTY 50 Hybrid Composite Debt 50:50 Index, returned 6.0% a year over the same 3 years.
NAV (Direct plan)
₹62.68
▲ 0.30% · 30-10-2026
NAV (Regular plan)
₹52.02
▲ 0.31% · 30-10-2026
Expense ratio
1.19%Direct2.43%Regular
1.19%
A year
Riskometer
Very High
Set by the fund house
3 year return
9.2%Direct7.8%Regular
9.2%
A year
Invesco India Balanced Advantage Fund NAV Today
NAV on 30-10-2026: Direct Plan Growth ₹62.68 (up 0.30% that day); Regular Plan Growth ₹52.02 (up 0.31% that day).
This fund (Direct plan)
₹62.68
Invesco India Balanced Advantage Fund Returns vs NIFTY 50 Hybrid Composite Debt 50:50 Index
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
Trailing returns
Period
1M
3M
6M
1Y
3Y
5Y
10Y
This fund (Direct)
+1.54%
−1.38%
+1.90%
−4.00%
+9.18%
+8.52%
+9.78%
This fund (Regular)
+1.44%
−1.70%
+1.27%
−5.21%
+7.76%
+7.09%
+8.34%
NIFTY 50 Hybrid Composite Debt 50:50 Index
−3.31%
−3.02%
+1.93%
−2.65%
+6.05%
+5.96%
--
Balanced Advantage average
−0.55%
−2.88%
+0.08%
−2.08%
+9.14%
+8.35%
+9.91%
Best in Balanced Advantage
+1.54%
+1.98%
+8.19%
+8.40%
+12.82%
+13.03%
+13.61%
Worst in Balanced Advantage
−3.94%
−6.19%
−4.43%
−6.88%
+2.71%
+5.58%
+7.30%
Rank in Balanced Advantage
1/37
5/37
6/37
24/36
16/30
10/20
6/11
Category rows compare the Direct plans of 38 Balanced Advantage funds. Rank 1 is the highest return. The benchmark row is as on 30-09-2026, as NSE published it.
Invesco India Balanced Advantage Fund Year-wise Returns
Return of each calendar year
Year
Direct
Regular
2026to date
−3.82%
−4.83%
2025
+4.09%
+2.73%
2024
+17.45%
+15.88%
2023
+21.77%
+20.15%
2022
+5.47%
+4.06%
2021
+14.61%
+13.12%
Invesco India Balanced Advantage Fund Rolling Returns
The return of every holding period in the fund's history, not only the one that ends today
Rolling returns
Each point is the yearly return of one 3-year holding period, plotted on the day it ended. There are 2,666 periods, one for each trading day from 04-01-2016 to 30-10-2026.
0%5%10%15%20%25%
Invesco India Balanced Advantage Fund (Direct)
Category average, 38 Balanced Advantage funds
Nov 2013 to Nov 2016Sept 2015 to Sept 2018Jul 2017 to Jul 2020May 2019 to May 2022Mar 2021 to Mar 2024Dec 2022 to Dec 2025
Invesco India Balanced Advantage Fund (Direct)Category average, 38 Balanced Advantage funds
0%
0%
Below 0%
7%
3%
0-5%
21%
21%
5-10%
56%
69%
10-15%
15%
8%
15-20%
1%
0%
20-25%
0%
0%
Above 25%
Every holding period at a glance
Period
Periods
Median
Lowest
Highest
With a loss
Category median
Beat category
1 year
3,154
11.0%
−19.7%
48.2%
14%
10.0%
52%
2 years
2,912
12.1%
−8.2%
31.6%
3%
12.0%
53%
3 years
2,666
12.7%
−1.2%
21.5%
0%
11.8%
55%
5 years
2,173
11.4%
2.2%
18.8%
0%
11.5%
33%
7 years
1,684
10.8%
7.8%
13.7%
0%
11.1%
26%
10 years
941
11.8%
9.5%
13.4%
0%
11.4%
55%
Every SIP holding period at a glance
Period
Periods
Median
Lowest
Highest
With a loss
Category median
Beat category
1 year
154
11.6%
−29.6%
45.2%
16%
10.3%
52%
2 years
142
11.6%
−14.4%
36.3%
6%
10.7%
47%
3 years
130
11.9%
−8.5%
21.2%
2%
11.9%
47%
5 years
106
10.2%
−0.3%
17.8%
1%
11.4%
41%
7 years
82
10.4%
4.3%
14.8%
0%
11.3%
20%
10 years
46
11.4%
9.0%
13.2%
0%
11.8%
7%
Lumpsum: the yearly rate (CAGR) from the NAV on a period's first day to the NAV on its last. SIP: the XIRR of the monthly instalments and their value on the last day. "With a loss" counts the periods that ended below the money put in. "Beat category" counts the periods in which the fund did better than the average of the 38 Balanced Advantage funds (Direct plans, each weighted the same) over the same days. Past returns do not promise future returns.
Invesco India Balanced Advantage Fund Risk
How much it swings, and the falls an investor had to sit through
Risk and return
Measure
Invesco India Balanced Advantage Fund (Direct)This fund
Category average
Return (CAGR)
−4.00%
−2.10%
Standard deviation
8.50%
8.39%
Sharpe ratio
-1.09
-0.88
Sortino ratio
-1.46
-1.17
Maximum drawdown
−10.5%
(30-03-2026)
−8.3%
(30-03-2026)
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls.
Measure
Invesco India Balanced Advantage Fund (Direct)This fund
Category average
Return (CAGR)
+9.18%
+9.05%
Standard deviation
8.37%
7.94%
Sharpe ratio
0.38
0.38
Sortino ratio
0.52
0.51
Maximum drawdown
−10.5%
(30-03-2026)
−9.4%
(28-02-2025)
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls.
Measure
Invesco India Balanced Advantage Fund (Direct)This fund
Category average
Return (CAGR)
+8.52%
+8.47%
Standard deviation
8.55%
7.56%
Sharpe ratio
0.32
0.35
Sortino ratio
0.43
0.48
Maximum drawdown
−11.1%
(20-06-2022)
−9.4%
(28-02-2025)
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls.
Measure
Invesco India Balanced Advantage Fund (Direct)This fund
Category average
Return (CAGR)
+9.78%
+9.99%
Standard deviation
10.30%
8.64%
Sharpe ratio
0.43
0.53
Sortino ratio
0.57
0.71
Maximum drawdown
−26.5%
(23-03-2020)
−22.6%
(23-03-2020)
From daily NAVs, 28-10-2016 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls.
Measure
Invesco India Balanced Advantage Fund (Direct)This fund
Category average
Return (CAGR)
+11.56%
+10.55%
Standard deviation
10.75%
8.90%
Sharpe ratio
0.51
0.51
Sortino ratio
0.70
0.68
Maximum drawdown
−26.5%
(23-03-2020)
−22.6%
(23-03-2020)
From daily NAVs, 02-01-2013 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
−30%−25%−20%−15%−10%−5%0%
Invesco India Balanced Advantage Fund (Direct)
Category average, 38 Balanced Advantage funds
2014201620182020202220242026
Invesco India Balanced Advantage Fund (Direct)Category average, 38 Balanced Advantage funds
Worst fall
High before it
Bottom
Back at the high
Time to climb back
Below its high today
Invesco India Balanced Advantage Fund (Direct)
−26.5%
20-02-2020
23-03-2020
05-11-2020
7 months
−4.6%
Category average
−22.6%
12-02-2020
23-03-2020
18-08-2020
5 months
−4.2%
From the Direct plan's daily NAV since 02-01-2013, adjusted for unit splits, and the average of the 38 Balanced Advantage funds (Direct plans, each weighted the same) over the same days. "Time to climb back" runs from the bottom to the first day back at the old high.
Invesco India Balanced Advantage Fund vs Other Balanced Advantage Funds
The five Balanced Advantage funds with the best three year return, and this fund. Direct plans.
AUM is each fund's size at the end of its last reported month, from its own portfolio file. We calculate the risk ratios from daily NAVs over the last three years. The risk-free return is what NSE's overnight rate index earned over the same years. Alpha and beta compare each fund with its own benchmark's TRI. "--" means we have no figure: for alpha and beta, no daily series for that benchmark.
Invesco India Balanced Advantage Fund Expense Ratio and Costs
What each plan charges a year, in force from 19-10-2026
Plan
Base expense ratio
Brokerage
Transaction costs
Levies and GST
Total expense ratio
Balanced Advantage median
Cost rank (1 = cheapest)
Direct
0.76%
0.09%
0.01%
0.33%
1.19%
1.04%
28/38
Regular
1.84%
0.09%
0.01%
0.49%
2.43%
2.30%
24/38
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, the cost of executing trades, and statutory levies with GST. From AMFI's expense ratio file. Cost rank: where this plan comes when the Balanced Advantage funds' plans of the same type are sorted from the lowest total expense ratio to the highest.
Direct vs Regular: what the gap cost
Both plans own the same portfolio, so the difference in what they earned is the Regular plan's extra cost, taken out of its NAV.
Over the last
Regular
Direct
Direct earned more by
₹1 lakh became (Regular)
₹1 lakh became (Direct)
1 year
−5.21%
−4.00%
1.21%
₹94,790
₹96,000
3 years
7.76%
9.18%
1.42% a year
₹1,25,133
₹1,30,146
5 years
7.09%
8.52%
1.43% a year
₹1,40,846
₹1,50,504
10 years
8.34%
9.78%
1.44% a year
₹2,22,786
₹2,54,233
Returns over more than 1 year are a rate a year (CAGR). ₹1 lakh invested once at the start of each period, valued on the last NAV.
Invesco India Balanced Advantage Fund SIP Calculator
What a one-time or monthly investment in this fund would be worth today, from its own NAV history
Growth of an investment
Step up each year
PeriodFor
₹10,000 on the first trading day of every month, from 02-01-2013 to 30-10-2026: 166 instalments, ₹16,60,000 in all.
Investment
Invested
Value now
Gain
Return a year
Direct planInvesco India Balanced Advantage Fund (Direct)
₹16,60,000
₹34,90,888
₹18,30,888
10.1%
Regular planInvesco India Balanced Advantage Fund (Regular)
Direct planInvesco India Balanced Advantage Fund (Direct)Regular planInvesco India Balanced Advantage Fund (Regular)Category averageCategory average, 38 Balanced Advantage fundsAmount invested
From each plan's published NAV (Growth option) and the category average, over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Invesco India Balanced Advantage Fund Asset Allocation
Asset allocation as on 30-09-2026
What the fund holds
70.6%Equity
Asset
Fund
Category
Equity
70.6%
69.0%
Debt
26.2%
23.0%
Cash and others
3.2%
7.9%
Market cap of stocks
Market cap
Fund
Category
Large Cap
60.6%
47.4%
Mid Cap
4.4%
11.6%
Small Cap
4.0%
8.8%
Not on AMFI's list
1.6%
1.4%
Share of the whole fund. Category: the average of the Balanced Advantage funds that hold stocks. Groups follow AMFI's latest list, as SEBI defines them: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Credit rating
Bonds and money market papers by credit rating, % of the fund. Category: the average of 37 Balanced Advantage funds.
Rating
Fund
Category
Sovereign
3.8%
7.4%
AAA and A1+
19.6%
11.3%
AA
2.8%
3.3%
Invesco India Balanced Advantage Fund Sector Allocation
Sector allocation of the fund's stocks as on 30-09-2026
Largest sectors
Banks19.5%
IT - Software6.8%
Petroleum Products6.7%
Insurance4.1%
Retailing4.0%
Diversified FMCG3.4%
Cement & Cement Products2.9%
Finance2.8%
Food Products2.5%
Construction2.4%
The ten largest of 25 sectors. The other 15 add up to 15.5%.
Sector changes
Sector
July 2026
August 2026
September 2026
Change
Banks
19.1%
19.6%
19.5%
+0.4%
IT - Software
7.5%
7.4%
6.8%
−0.7%
Petroleum Products
7.6%
8.3%
6.7%
−0.9%
Insurance
4.0%
3.9%
4.1%
+0.1%
Retailing
5.5%
5.6%
4.0%
−1.4%
Each sector's share of the fund at the end of each month. The five largest sectors of September 2026. Change: from July 2026 to September 2026, in % of the fund.
Invesco India Balanced Advantage Fund Portfolio Holdings
As on 30-09-2026 · 58 holdings · from the fund house's monthly portfolio
Holdings
Sector / Rating
Weight%
Holdings trend
1M change
HDFC Bank Limited
Banks
8.28%
−0.2%
Reliance Industries Limited
Petroleum Products
6.66%
−16.5%
ICICI Bank Limited
Banks
5.12%
0.0%
7.96% Pipeline Infrastructure Private Limited 2027 · Bond
CRISIL AAA
3.88%
Kotak Mahindra Bank Ltd
Banks
3.46%
0.0%
Infosys Limited
IT - Software
2.97%
0.0%
9.25% Bahadur Chand Investments Pvt Limited 2028 · Bond
ICRA AA+
2.77%
7.64% National Bank For Agriculture and Rural Development 2029 · Bond
ICRA AAA
2.75%
7.42% Small Industries Dev Bank of India 2029 · Bond
CRISIL AAA
2.74%
Adani Enterprises Limited 2026 · Commercial paper
ICRA A1+
2.73%
Sundaram Finance Limited 2027 · Commercial paper
CRISIL A1+
2.65%
Piramal Finance Limited 2027 · Commercial paper
CRISIL A1+
2.63%
Eternal Limited
Retailing
2.57%
−41.1%
Tata Consultancy Services Limited
IT - Software
2.50%
0.0%
Axis Bank Limited
Banks
2.38%
0.0%
7.26% Government of India 2029 · Government security
SOVEREIGN
2.24%
ICICI Lombard General Insurance Company Limited
Insurance
2.02%
0.0%
Larsen & Toubro Limited
Construction
2.00%
0.0%
SBI Life Insurance Company Limited
Insurance
1.97%
0.0%
ITC Limited
Diversified FMCG
1.89%
0.0%
UltraTech Cement Limited
Cement & Cement Products
1.66%
−0.7%
6.48% Government of India 2035 · Government security
SOVEREIGN
1.59%
Britannia Industries Limited
Food Products
1.55%
0.0%
Jubilant Foodworks Limited
Leisure Services
1.52%
0.0%
Hindustan Unilever Limited
Diversified FMCG
1.52%
0.0%
Astral Limited
Industrial Products
1.52%
+5.3%
Trent Limited
Retailing
1.48%
+21.4%
Godrej Consumer Products Limited
Personal Products
1.32%
0.0%
Tech Mahindra Limited
IT - Software
1.28%
0.0%
InterGlobe Aviation Limited
Transport Services
1.27%
+9.5%
Hyundai Motor India Ltd
Automobiles
1.26%
0.0%
Bajaj Finance Ltd
Finance
1.24%
−1.9%
Cholamandalam Investment and Finance Company Limited
Finance
1.22%
New
Grasim Industries Limited
Cement & Cement Products
1.19%
0.0%
7.49% Small Industries Dev Bank of India 2029 · Bond
CRISIL AAA
1.10%
Bank of Baroda 2027 · Certificate of deposit
CARE A1+
1.08%
Varun Beverages Ltd
Beverages
1.03%
+7.5%
Milky Mist Dairy Food Limited
Food Products
1.00%
0.0%
Cipla Limited
Pharmaceuticals & Biotechnology
1.00%
+17.5%
Bharti Airtel Limited
Telecom - Services
0.84%
+115.0%
Dr. Lal Path Labs Limited
Healthcare Services
0.73%
0.0%
Bajaj Auto Limited
Automobiles
0.64%
New
Jindal Steel Limited
Ferrous Metals
0.60%
+35.7%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
0.58%
+19.1%
Apollo Hospitals Enterprise Limited
Healthcare Services
0.57%
New
eClerx Services Limited
Commercial Services & Supplies
0.45%
New
Samvardhana Motherson International Limited
Auto Components
0.45%
New
Orient Cables (India) Limited
Telecom - Equipment & Accessories
0.44%
New
KNR Constructions Limited
Construction
0.39%
0.0%
Carborundum Universal Limited
Industrial Products
0.36%
0.0%
IndusInd Bank Limited
Banks
0.30%
0.0%
Awfis Space Solutions Limited
Commercial Services & Supplies
0.29%
0.0%
Blue Star Limited
Consumer Durables
0.25%
New
Home First Finance Company India Limited
Finance
0.24%
New
Tube Investments Of India Limited
Auto Components
0.20%
New
Rentomojo Limited
Commercial Services & Supplies
0.18%
New
Max Financial Services Limited
Insurance
0.15%
New
Jio Financial Services Limited
Finance
0.06%
−97.0%
Invesco India Balanced Advantage Fund Stocks Bought and Sold
All changes are between August 2026 and September 2026
More
Stocks bought and sold in September 2026
HDFC Bank Limited
↓Reduced
−0.2%
8.28%
Reliance Industries Limited
↓Reduced
−16.5%
6.66%
Eternal Limited
↓Reduced
−41.1%
2.57%
Jio Financial Services Limited
↓Reduced
−97.0%
0.06%
UltraTech Cement Limited
↓Reduced
−0.7%
1.66%
Astral Limited
↑Added
+5.3%
1.52%
Trent Limited
↑Added
+21.4%
1.48%
Bajaj Finance Ltd
↓Reduced
−1.9%
1.24%
InterGlobe Aviation Limited
↑Added
+9.5%
1.27%
Cholamandalam Investment and Finance Company Limited
↑New
New
1.22%
Varun Beverages Ltd
↑Added
+7.5%
1.03%
Cipla Limited
↑Added
+17.5%
1.00%
Bharti Airtel Limited
↑Added
+115.0%
0.84%
Bajaj Auto Limited
↑New
New
0.64%
Jindal Steel Limited
↑Added
+35.7%
0.60%
Tata Motors Ltd
↑Added
+19.1%
0.58%
Apollo Hospitals Enterprise Limited
↑New
New
0.57%
eClerx Services Limited
↑New
New
0.45%
Samvardhana Motherson International Limited
↑New
New
0.45%
Orient Cables (India) Limited
↑New
New
0.44%
Blue Star Limited
↑New
New
0.25%
Home First Finance Company India Limited
↑New
New
0.24%
Tube Investments Of India Limited
↑New
New
0.20%
Rentomojo Limited
↑New
New
0.18%
Max Financial Services Limited
↑New
New
0.15%
No stocks in this group for September 2026.
A change is counted by the number of shares the fund holds, not by price. A stock can become a smaller part of the fund in a month when the fund bought more of it, if its price fell. Debt papers are left out.
Overlap: for each holding both funds own, the smaller of its two weights, added up. 40% means 40% of each fund's money sits in positions the other also holds. From each fund's latest monthly portfolio, matched by ISIN. Cash and hedged positions are left out. Funds that overlap under 10% are not listed. A high overlap does not make two funds the same: their costs, lock-in and category can differ.
Invesco India Balanced Advantage Fund Overview
Fund facts from the scheme summary document, as on 16-10-2026
Expense ratio (Direct)
1.19%
Expense ratio (Regular)
2.43%
Category
Balanced Advantage
Risk
Very High
Launch date
04-10-2007
Minimum investment
Not available
Minimum additional investment
Not available
AUM
₹903.03 Cr (30-09-2026)
Lock in
None
Scheme code (Direct)
120333
ISIN (Direct)
INF205K01LN5
Scheme code (Regular)
106317
ISIN (Regular)
INF205K01213
NAV history
From 02-01-2013, 13.8 years
Benchmark
NIFTY 50 Hybrid Composite Debt 50:50 Index
Exit load
Exit load for units in excess of 10% of the investment, 0.25% will be charged for redemption within 3 months.
Tax on Invesco India Balanced Advantage Fund returns
How the gain is taxed depends on what the fund holds. A fund with 65% or more in Indian stocks is taxed as an equity fund: 20% within 1 year, 12.5% after, on gains above ₹1.25 lakh a year.
A fund with 65% or more in debt is taxed at your slab rate. Any other fund: your slab rate within 2 years, 12.5% after.
IDCW (dividend) payouts are added to your income and taxed at your slab rate.
A stamp duty of 0.005% is deducted when you invest.
Rules in force from 23-07-2024 (Finance Act 2024). Tax depends on your own income; this is general information, not tax advice.
All plans and options
Plan
Option
NAV
As on
direct
Growth
₹62.68
30-10-2026
direct
IDCW
₹21.35
30-10-2026
regular
Growth
₹52.02
30-10-2026
regular
IDCW
₹16.78
30-10-2026
About Invesco India Balanced Advantage Fund
Invesco India Balanced Advantage Fund is a mutual fund from Invesco Mutual Fund. Its category is Balanced Advantage. It was launched on 04-10-2007. Its benchmark is NIFTY 50 Hybrid Composite Debt 50:50 Index. At the end of September 2026 it held 58 securities.
Fund Manager
Krishna Cheemalapati
Fund manager of Invesco India Balanced Advantage Fund
Deepak Gupta
Fund manager of Invesco India Balanced Advantage Fund
Amey Sathe
Fund manager of Invesco India Balanced Advantage Fund
Frequently Asked Questions for Invesco India Balanced Advantage Fund
What is the current NAV of Invesco India Balanced Advantage Fund?
The Direct plan NAV is ₹62.68. The Regular plan NAV is ₹52.02, as on 30-10-2026.
What are the returns of Invesco India Balanced Advantage Fund?
The Direct plan returned −4.00% in 1 year, +9.18% a year over 3 years, +8.52% a year over 5 years. The Regular plan returned −5.21% in 1 year, +7.76% a year over 3 years, +7.09% a year over 5 years. These figures are as on 30-10-2026.
What is the expense ratio of Invesco India Balanced Advantage Fund?
The Direct plan charges 1.19% a year. The Regular plan charges 2.43% a year. This is the figure the fund house reported to AMFI, in force from 19-10-2026.
What is the AUM of Invesco India Balanced Advantage Fund?
Invesco India Balanced Advantage Fund managed ₹903.03 Cr on 30-09-2026, as its fund house reported in its monthly portfolio.
What are the top holdings of Invesco India Balanced Advantage Fund?
At the end of September 2026 the largest holdings were HDFCBANK (8.28%), RELIANCE (6.66%), ICICIBANK (5.12%), 7.96% Pipeline Infrastructure Private Limited 2027 (3.88%), KOTAKBANK (3.46%). The fund held 58 securities in all.
What did Invesco India Balanced Advantage Fund buy and sell in September 2026?
It bought 11 new stocks: Rentomojo Limited, Orient Cables (India) Limited, Cholamandalam Investment and Finance Company Limited, Max Financial Services Limited, Apollo Hospitals Enterprise Limited. It added shares in 8. It reduced 6.
How do I invest in Invesco India Balanced Advantage Fund?
Through Invesco Mutual Fund's website or app, a mutual fund distributor, or an investment platform. Choose the Direct plan to pay no distributor commission, or the Regular plan to invest through a distributor. You can invest once or through a monthly SIP.
Who is the fund manager of Invesco India Balanced Advantage Fund?
Krishna Cheemalapati, Deepak Gupta, Amey Sathe.
Sources: NAV and expense ratio from AMFI. Holdings from the fund house's monthly portfolio statement. Fund facts from its scheme summary document, as on 16-10-2026.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.
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