Invesco India Balanced Advantage Fund Direct Plan Payout of Income Dist cum Capital Wtdrl

Invesco India Balanced Advantage Fund Direct Plan Payout of Income Dist cum Capital Wtdrl is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Krishna Cheemalapati, Amit Ganatra, Manish Kalani. This fund gives you the benefit of diversification.

1. Invesco India Balanced Advantage Fund Direct Plan Payout of Income Dist cum Capital Wtdrl has ₹1045 Cr worth of assets under management (AUM) as on Sep 2025 and is more than category average.
2. The fund has an expense ratio 0.8.
   

Invesco India Balanced Advantage Fund Direct Plan Payout of Income Dist cum Capital Wtdrl has given a CAGR return of 12.46% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 2.79%, 13.91% and 14.33% respectively.

Invesco India Balanced Advantage Fund Direct Plan Payout of Income Dist cum Capital Wtdrl has allocated its funds majorly in Cash Equivalent, Corporate, Financial Services, Government, Consumer Cyclical, Tech, Health, Industrial, Energy, Communication, Consumer Defensive, Basic Materials, Utilities, Real Estate.

As it is a dynamic asset allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

To generate capital appreciation/income from a mix of equity and debt securities which are managed dynamically.

Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 500.00. Invesco India Balanced Advantage Fund Direct Plan Payout of Income Dist cum Capital Wtdrl has no lock in period.