Invesco India Balanced Advantage Fund
Ticker: mf13099
Decent
66/100
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Business Overview
Invesco India Balanced Advantage Fund is a dynamic investment solution designed to balance risk and returns by investing in a mix of equity and debt. Ideal for investors seeking long-term capital appreciation with a moderate risk profile, this fund adjusts its asset allocation based on market conditions. It matters because it offers a strategic approach to investing, allowing for potential growth while managing volatility. With professional management and a focus on stability, it’s a smart choice for those looking to enhance their portfolio.
- Dynamic asset allocation between equity and debt
- Designed for moderate-risk investors
- Aims for long-term capital appreciation
- Professional management to navigate market fluctuations
- Helps in managing volatility effectively
Opportunity vs Risk
Opportunities
- Strong potential for capital appreciation
- Diversified investment across asset classes
- Suitable for risk-averse investors
- Tax benefits on long-term gains
Risks ⚠️
- Market volatility can impact returns
- High expense ratio compared to peers
- Dependence on equity market performance
- Limited historical performance data
Peer Perspective
Invesco India Balanced Advantage Fund trades at a slight premium compared to peers like HDFC Balanced Fund and ICICI Prudential Balanced Advantage Fund, necessitating consistent margin stability for potential rerating.
📊 Stock Investment Checklist (100 Points)
Invesco India Balanced Advantage Fund • Updated: 2025-09-29 13:45:28
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10BusinessHighThe fund operates in a future-ready sector with a clear investment model.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are healthy, but OCF is slightly lower than net profit.
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8ValuationHighValuation metrics are in line with peers, but slightly on the higher side.
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6BalanceGoodDebt levels are manageable, with adequate reserves and liquidity.
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7GovernanceHighPromoter holding is strong, with minimal pledging and good disclosures.
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5DriversGoodGrowth catalysts are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is mixed, with moderate liquidity.
Final Score & Verdict
Score 66 / 100
• Decent
The Invesco India Balanced Advantage Fund shows decent potential with a balanced approach to growth and risk management.