Hybrid
Direct
Multi Asset Allocation
NAV as on 06-01-2025
₹ 9.86
1D
Inception Returns
/yr
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. This fund gives you the benefit of diversification.
Invesco India Multi Asset Allocation Fund Direct Growth has given a CAGR return of -0.70% since inception.
Invesco India Multi Asset Allocation Fund Direct Growth has allocated its funds majorly in .
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 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitGains 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.
Expense ratio | -- |
Benchmark | IISL Nifty 200 TR INR |
AUM | ₹0 Cr |
Inception Date | 17 December, 2024 |
Min Lumpsum/SIP | ₹1000/₹500 |
Exit Load | 1.0% |
Lock In | No Lock-in |
TurnOver | 0% |
STCG | Selling mutual fund within 36 months, gains taxed at slab rates. |
LTCG | Holding over 3 years, gains taxed at slab rates without indexation. |
Risk | Very High Risk |
Invesco India Multi Asset Allocation Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 0% | 0% |
6 Month Returns | 0% | 0% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |