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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.86 | 46.05 | 2.08 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.31 | 43.83 | 1.52 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 0.25% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
NIFTY 50 Hybrid Composite Debt 50:50 Index |
Dynamic asset allocation funds invest across various sector including stocks, bonds, real estate and other equity funds. It can be most suited fund in case of uncertain market. They are less riskier as compared to other equity funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Invesco India Balanced Advantage Fund | 24.03% | 14.91% | 13.52% |
Edelweiss Balanced Advantage Fund | 21.34% | 13.16% | 13.23% |
DSP Dynamic Asset Allocation Fund | 19.89% | 11.48% | 10.68% |
UTI Balanced Advantage Fund | 19.06% | — | 17.55% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Debt
Others
Holdings
5.09 %
Holdings
5.01 %
Holdings
2.82 %
Invesco is an independent investment management firm based in Atlanta, Georgia. The company has presence in 25 countries worldwide, serves clients from 120, and has a workforce of 8,000 employees globally.
No.of Schemes
37
Total AUM
₹ 1,06,489.19 Cr.
Dhimant Kothari
AUM: ₹11,865.69 Cr.
|
Exp: —
Amit Ganatra
AUM: ₹34,208.57 Cr.
|
Exp: 10yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%