Invesco India Balanced Advantage Fund

Dynamic Asset Allocation / BAFHybrid Rank 22 of 34

NAV · Direct-Growth

₹63.48-0.11-0.17%

As of 18 Aug 2026 · AMFI

NAV growth-0.6%

Aug ’25Aug ’26

Arthkar verdictA balanced read

Returns

Lags category

0 of 3 periods ahead

Consistency

Strong

positive in 10 of 12 years

Trails its Dynamic Asset Allocation / BAF category on 1Y, 3Y & 5Y.

1Y return

-0.6%

-7.9 vs cat

3Y CAGR

+10.3%

-1.1 vs cat

5Y CAGR

+9.2%

-0.2 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

9.1%

3Y std dev

Go deeper on Invesco India Balanced Advantage Fund

Two data-only views, computed from this fund's real NAV history — no projections.

Invesco India Balanced Advantage Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Invesco India Balanced Advantage Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Invesco India Balanced Advantage Fund is a Dynamic Asset Allocation / BAF scheme from Invesco. Long-run track record: about 9.2% CAGR over 5 years. Worst historical drawdown: -26% in Mar 2020, recovered in 8 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF205K01LN5

NAV (Direct-Growth)

₹63.4800

Last 1Y

-0.60%

Aug 25Min ₹58.83 · Max ₹65.72 · 247 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-26.5%

Peak ₹34.05 on 20 Feb 2020 → trough ₹25.03 on 23 Mar 2020 (1 months down).

Recovered in 8 months· 5 Nov 2020

Feb 2016

-16.1%

Peak ₹23.54 on 20 Jul 2015 → trough ₹19.76 on 25 Feb 2016 (7 months down).

Recovered in 5 months· 14 Jul 2016

Jun 2022

-11.1%

Peak ₹43.00 on 17 Jan 2022 → trough ₹38.22 on 20 Jun 2022 (5 months down).

Recovered in 3 months· 8 Sept 2022

Oct 2018

-10.6%

Peak ₹32.12 on 28 Aug 2018 → trough ₹28.73 on 26 Oct 2018 (2 months down).

Recovered in 7 months· 31 May 2019

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.78%	-0.39%	40/ 41
1M	+0.32%	+0.99%	32/ 41
3M	+3.51%	+4.35%	31/ 41
6M	-1.31%	+4.42%	36/ 40
YTD	-2.59%	+4.16%	39/ 40
1Y	-0.59%	+7.28%	38/ 40
2Y	+2.05%	+4.77%	33/ 39
3Y	+10.32%	+11.38%	22/ 34
5Y	+9.20%	+9.40%	15/ 23
7Y	+10.63%	+11.12%	14/ 21
10Y	+10.00%	+9.35%	7/ 14

Available plans & options

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