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Invesco India Balanced Advantage Fund

Invesco Mutual FundDynamic Asset Allocation FundActiveAs of 2026-06-30

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Holdings

Concentrated

Top 10 weight

56%

Concentration

Strategy

Active

Portfolio style

Equity

66%

Asset allocation

Portfolio

22Sectors5Large positions17.0%Top: Banks12.3%Cash

Market-cap allocation

Large cap53%

Mid cap5%

Small cap2%

Asset allocation

Equity66%

Top holdings

Net Receivables / (Payables)CASH10.2%

Invesco India Short Duration Fund - Direct Plan - GrowthMUTUAL_FUND7.8%

HDFC Bank LimitedEQUITY7.6%

Invesco India Low Duration Fund - Direct Plan - GrowthMUTUAL_FUND7.2%

Reliance Industries LimitedEQUITY6.5%

ICICI Bank LimitedEQUITY4.9%

Eternal LimitedEQUITY4.1%

Kotak Mahindra Bank LtdEQUITY2.5%

Infosys LimitedEQUITY2.4%

7.8% National Bank For Agriculture and Rural Development 2027EQUITY2.3%

Portfolio insights

Portfolio read

66% equity.
Large-cap exposure is 53%.
Largest equity sector is Banks at 17.0%.

Watchpoints

Review concentration alongside the fund mandate.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in Dynamic Asset Allocation Fund.

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Sector exposure

Showing top sectors from the current portfolio.

Banks17.0%

Petroleum Products6.5%

Retailing5.9%

IT - Software5.9%

Finance4.0%