Rating : ★ ★ ★ ☆ ☆

Invesco India Dynamic Equity Fund Direct Plan Dividend Payout

Hybrid

  

Balanced Advantage

NAV

18.55-0.01

(as on 27 Nov, 2020)

RETURNS

3.82 %

Fund Type

Open Ended

Investment Plan

Dividend Payout

Investment Plan

1%

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

Asset Size

695.67 Cr.

(As of 31 Oct, 2020)

Risk

Moderately High

Objective

To generate capital appreciation by investing in equity and debt securities which are managed dynamically.

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Fund manager

Pranav Gokhale

Exit load

0.25 %

(If redeemed within 90 days)

Minimum sip

₹500

Minimum investment

₹1000

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

Nifty 50 Index November 2020 Future

16.10%

HDFC Bank Ltd

7.15%

Infosys Ltd

5.35%

Kotak Mahindra Bank Ltd

4.75%

Sector Allocation

About the Scheme Type

Balanced Advantage Funds are open ended dynamic asset allocation funds which dynamically invest in the debt and equity part of the corpus as per the market conditions. The waythis works is if the market is very high or overvalued, they’ll have lower equity exposure and if the market is undervalued or rightly-priced, they’ll increase their equity exposure. The fund aims to benefit from the market fluctuations and give attractivereturns to the investors.

Ratings

This fund is rated 3 stars by Morning Star Ratings.

★ ★ ★ ☆ ☆

Overview of Invesco Asset Management (India) Private Ltd

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