Motilal Oswal, Invesco Mutual Funds declare IDCW payouts in Balanced Advantage Funds

Two mutual fund houses have announced Income Distribution cum Capital Withdrawal (IDCW) payouts under their Balanced Advantage Fund schemes.

Motilal Oswal Balanced Advantage Fund

• ₹0.18 per unit under the Regular Plan – Quarterly IDCW Option.

• ₹ 0.19 per unit under the Direct Plan – Quarterly IDCW Option.

The distribution has been approved by Motilal Oswal Trustee Company.

Invesco India Balanced Advantage Fund

• ₹0.14 per unit under the Regular Plan – IDCW Option.

• ₹0.14 per unit under the Direct Plan – IDCW Option.

Both schemes are open-ended dynamic asset allocation funds that invest across equity and debt instruments, with allocations adjusted based on market conditions.

IDCW allows mutual fund schemes to distribute a part of their accumulated gains, income, or capital to investors. While such payouts provide periodic cash flows, they do not represent additional returns, as the scheme's NAV adjusts downward to reflect the amount distributed.

Balanced Advantage Funds have gained popularity among investors for their flexible investment approach, dynamically shifting allocations between equity and debt depending on market valuations and prevailing market trends.