TickerKhojInvesco Mutual Fund · Hybrid · Balanced Advantage · Regular plan
Invesco India Balanced Advantage Fund - Regular Plan - Growth
₹52.02NAV on 30 Oct 2026Expense ratio 2.43%
29 Oct 2025NAV low 49.18 · high 55.19-5.4%
In plain words
Over 3 years it returned +7.8% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -10.9%.
On 3-year return it ranks 16 of 30 funds in Balanced Advantage.
A monthly SIP over 10 years ended ₹1,41,109 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +1.4% | +1.9% |
| 3 months | -1.7% | -5.1% |
| 6 months | +1.3% | -3.2% |
| 1 year | -5.2% | -10.2% |
| 3 years (yearly) | +7.8% | +7.4% |
| 5 years (yearly) | +7.1% | +6.5% |
| 10 years (yearly) | +8.3% | +11.3% |
| Since start (yearly) | +8.7% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,17,810 | -3.0% |
| 3 years | ₹3,60,000 | ₹3,69,636 | +1.6% |
| 5 years | ₹5,90,000 | ₹6,87,868 | +6.0% |
| 10 years | ₹11,90,000 | ₹17,79,193 | +7.8% |
Other plan of this fund: Invesco India Balanced Advantage Fund - Direct Plan - Growth