Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
hybridDirect
Invesco India Balanced Advantage Fund - Direct Plan - IDCW
3Y ago₹1.04 L
5Y ago₹1.06 L
Every metric, side-by-side
marks the winner per row.
| Metric | Invesco India Balanced Advantag… |
|---|---|
| Fund house | Invesco Mutual Fund |
| Category | Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation |
| Plan | Direct |
| Latest NAV | ₹21.94 |
| Assets managed (AUM) | — |
| 1M return | -0.54% |
| 6M return | -3.31% |
| 1Y return | -9.23% |
| 3Y CAGR | 1.25% |
| 5Y CAGR | 1.26% |
| Since inception CAGR | 3.44% |
| Bumpiness · 3Y (annualised σ) | 8.51 |
| Worst drop ever | -37.56% |
| Sharpe · 3Y (rf=6%) | -0.56 |