Rating : ★ ★ ★ ★ ☆
Invesco India Dynamic Equity Fund Direct Plan Growth
 ÂBalanced Advantage
Fund Type
Open Ended
Investment Plan
Growth
Expense Ratio
1%
Asset Size
700.15 Cr.
(As of 31 Dec, 2021)
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
Riskometer
Investors understand that their principal will be at Very High Risk.
Objective
To generate capital appreciation by investing in equity and debt securities which are managed dynamically.
 
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
Reliance Industries Ltd
6.03%
Invesco India Money Market Dir Gr
6.03%
HDFC Bank Ltd
5.33%
Infosys Ltd
5.27%
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 4 stars by Morning Star Ratings.