Invesco India Multi Asset Allocation Fund Direct Growth

Invesco India Multi Asset Allocation Fund Direct Growth is a hybrid fund. This fund was started on 17 December, 2024. The fund is managed by Taher Badshah, Krishna Cheemalapati, Dhimant Kothari. This fund gives you the benefit of diversification.

1. Invesco India Multi Asset Allocation Fund Direct Growth has ₹349 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
2. The fund has an expense ratio 0.5.
   

Invesco India Multi Asset Allocation Fund Direct Growth has given a CAGR return of 2.50% since inception.

Invesco India Multi Asset Allocation Fund Direct Growth has allocated its funds majorly in Government, Financial Services, Cash Equivalent, Tech, Consumer Cyclical, Industrial, Consumer Defensive, Health, Energy, Communication, Basic Materials, Derivatives, Utilities, Real Estate.

As it is a multi asset allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

To generate long-term capital appreciation/income from an actively managed portfolio of multiple asset classes.

Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 500.00. Invesco India Multi Asset Allocation Fund Direct Growth has no lock in period.