Jama - Invesco India Balanced Advantage Fund


Invesco India Balanced Advantage Fund


NAV : 48.31
(-0.03999999999999915
arrow_downward
)
AUM : ₹6 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
1.53%5.04%13.83%12.4%7.62%13.99%NA



NAV History



Expense Ratio Trends


Fund Details

An open ended dynamic asset allocation fund
NAV48.31
Launch Date01-01-2013
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP-
Expense Ratio104.0%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,06,692₹1,06,339₹353
After 1 year₹1,12,401₹1,10,887₹1,514
After 3 years₹1,48,099₹1,42,234₹5,865
After 20 years₹13,70,947₹10,47,200₹3,23,747

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 13.99% Past 3 yr Data




Fund Objective:
To generate capital appreciation by investing in equity and debt securities which are managed dynamically.
Fund Manager:
Amit Ganatra