Quotes

Back To Menu

Invesco India Balanced Advantage Fund (IDCW) Hybrid - Equity Oriented
INVEST

Plan: OPEN | Option: Dividend | Amit Ganatra

30 Apr 24 | 12:00 AM

20.33 0.02 (0.10%)

  • Underperforms

    25.81%

    Return (1Y)

    underperformed Hybrid - Equity Oriented by -3.22%

  • Less Volatile

    0.39%

    Standard Deviation (1Y)

    Lower than Hybrid - Equity Oriented by -0.07%

  • Not so consistent

    5/11

    Months

    Has beaten Hybrid - Equity Oriented

  • Value research rating

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year Invesco India Balanced Advantage Fund (IDCW), has underperformed its benchmark, Hybrid - Equity Oriented by -3.22% (CAGR difference)

25.81%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

01 May 2023

Risk

In last 1 year , the volatility of Invesco India Balanced Advantage Fund (IDCW),is Lower than its benchmark, Hybrid - Equity Oriented by -0.07%

0.39%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 11 Months, i.e 45.45% of the times It has beaten its benchmark, Hybrid - Equity Oriented

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 40 Stocks beating the benchmark 6 Stocks not beating the benchmark

View Stock Composition