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Fund Facts
  • Name of Fund:
    Invesco India Multi Asset Allocation
  • Opening:
    27th November 2024
  • Closing:
    11th December 2024
  • Scheme Type:
    Open Ended Multi Asset Allocation Fund
  • Minimum Investment:
    Rs. 1,000/- per application and in multiples of Re.1/- thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    1% of NAV if units are redeemed/switched out in excess of 10% of the units purchased within 1 year from the date of allotment
  • Thereafter:
    Nil

Fund Stats

Objective

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

  • Benchmark:

  • NIFTY 200

  • Fund Manager:

  • Taher Badshah, Herin Shah

Asset Allocation

10 - 80% Equity
10 - 80% Money Market
Comparable existing schemes
Nippon India Multi Asset Allocation Fund 8.91(6M) 25.42(1Y)
Aditya Birla Sun Life Multi Asset Allocation Fund 7.92(6M) 21.23(1Y)

Fund Prognosis

Idea Distiller

Multi Asset is getting to be a popular theme for the risk averse and the fund house needed to fill the gap.

  • Fund House AAUM:

  • Rs 9666307.19 Lakhs(as on 30th September, 2024)

  • Fund Manager:

  • Combined experience of above 28 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

The interesting part is the wide range of investible asset class. And the global option makes this one interesting.