Quotes

Back To Menu

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

Plan: OPEN | Option: Dividend | Amit Ganatra

20 Jun 25 | 12:00 AM

20.31 0.21 (1.04%)

  • Outperforms

    6.69%

    Return (1Y)

    beaten Hybrid - Equity Oriented by 1.08%

  • Less Volatile

    0.53%

    Standard Deviation (1Y)

    Lower than Hybrid - Equity Oriented by -0.12%

  • Consistent

    7/12

    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 beaten its benchmark, Hybrid - Equity Oriented by 1.08% (CAGR difference)

6.69%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

21 Jun 2024

Risk

In last 1 year , the volatility of Invesco India Balanced Advantage Fund (IDCW),is Lower than its benchmark, Hybrid - Equity Oriented by -0.12%

0.53%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 7 out of Last 12 Months, i.e 58.33% 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, 25 Stocks beating the benchmark 9 Stocks not beating the benchmark

View Stock Composition