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Balanced Advantage Fund

Invesco Mutual FundActiveAs of 2026-07-31
Holdings
49
Concentrated
Top 10 weight
50%
Concentration
Strategy
Active
Portfolio style
Equity
73%
Asset allocation

Portfolio

23Sectors4Large positions19.1%Top: Banks0.0%Cash

Market-cap allocation

Large cap58%
Mid cap6%
Small cap2%

Asset allocation

Equity73%

Top holdings

Eternal LimitedEQUITY3.8%
Infosys LimitedEQUITY3.2%
Triparty RepoDERIVATIVE2.9%
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Portfolio insights

Portfolio read

  • 73% equity.
  • Large-cap exposure is 58%.
  • Largest equity sector is Banks at 19.1%.

Watchpoints

  • Review concentration alongside the fund mandate.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in this category.

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Sector exposure

Showing top sectors from the current portfolio.

Banks19.1%
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