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Invesco India Balanced Advtg Dir IDCW-R (0P0001BAPH.BO)

BSE - BSE Delayed Price. Currency in INR
23.33+0.02 (+0.09%)
At close: 01:30AM IST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.56%
5-Year Average Return11.74%
Number of Years Up9
Number of Years Down1
Best 1 Yr Total Return (Mar 27, 2024)32.38%
Worst 1 Yr Total Return (Mar 27, 2024)N/A
Best 3-Yr Total Return32.38%
Worst 3-Yr Total Return4.31%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0001BAPH.BOCategory
YTD2.86%0.00%
1-Month2.51%0.00%
3-Month9.14%0.00%
1-Year27.82%0.00%
3-Year14.04%0.00%
5-Year12.70%0.00%
10-Year11.43%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0001BAPH.BOCategory
2023
22.35%N/A
2022
5.46%N/A
2021
14.55%N/A
2020
8.94%N/A
2019
8.97%N/A
2018
-4.41%N/A
2017
32.38%N/A
2016
4.30%N/A
2015
7.37%N/A
2014
25.07%N/A
2013
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2023-1.19%7.94%3.95%10.35%
2022-0.26%-5.38%7.83%3.63%
20212.15%6.65%5.93%-0.73%
2020-17.50%13.49%6.03%9.74%
20194.27%1.60%0.33%2.51%
2018-3.37%2.12%-2.17%-0.98%
201711.51%4.22%9.15%4.35%
2016-4.92%7.45%6.59%-4.22%
20159.32%-2.11%1.01%-0.67%
2014-0.58%13.45%7.60%3.05%
20133.40%1.86%15.30%N/A

Rank In Category (By Total Return)

YTD45
1-Month11
3-Month27
1-Year24
3-Year22
5-Year41

Load Adjusted Returns

1-Year27.82%
3-Year14.04%
5-Year12.70%
10-Year11.43%