Invesco India Balanced Advantage Fund
Direct · Growth ₹62.47
22 Apr 2026
NAV
12.0%
3Y CAGR
11.4%
5Y CAGR
11.9%
10Y CAGR
12.0%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.29
Sharpe
-26.5%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.65 L | 13.7% | -41.1% | 49.5% |
| 3 Years | ₹36.00 L | ₹42.75 L | 11.7% | -12.9% | 22.5% |
| 5 Years | ₹60.00 L | ₹77.87 L | 11.2% | -2.8% | 18.4% |
| 10 Years | ₹1.20 Cr | ₹2.19 Cr | 11.5% | 9.1% | 13.5% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 13.7% | 1.9% | +11.9% |
| 3 Years | 11.7% | 11.7% | -0.0% |
| 5 Years | 11.2% | 11.3% | -0.1% |
| 10 Years | 11.5% | 12.0% | -0.5% |