Invesco India Business Cycle Fund - Regular Plan - IDCW Payout
Invesco Asset Management (India) Private Ltd
₹13.73 (+1.40%)
NAV as of 9 Oct 2026
Minimum Investment: ₹100
Return
7.43% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 2.18%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹100
- Category
- Equity - Other
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,152
Invested ₹1,000
▲+15.18%1 year
₹1,074
Invested ₹1,000
▲+7.43%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | — |
|---|---|
| Secondary Index Name | — |
| Index Name | Nifty 500 TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | +7.43% | — | — | — |
| Cumulative returns (%) | +7.43% | — | — | — |
Fund Manager
| Manager | Aditya Khemani |
|---|---|
| Role | Manager |
| Manager Tenure | 1.59 yrs |
About Fund
| Date of Incorporation | 27 Feb 2025 |
|---|---|
| Fund House | Invesco Asset Management (India) Private Ltd |
| Custodian | Deutsche Bank AG |
| Registrar / Transfer Agent | Invesco Asset Management (India) Private Ltd |
| Address | 1 Great Winchester Street |
Top Holdings
| Company | Weightage (%) |
|---|---|
| Kotak Mahindra Bank Ltd | 5.66% |
| Sai Life Sciences Ltd | 5.00% |
| Larsen & Toubro Ltd | 4.74% |
| Aditya Infotech Ltd | 4.64% |
| DLF Ltd | 4.54% |
| InterGlobe Aviation Ltd | 4.41% |
| Swiggy Ltd | 4.15% |
| IndusInd Bank Ltd | 4.04% |
| L&T Finance Ltd | 4.00% |
| Wework India Management Ltd | 3.99% |
| The Federal Bank Ltd | 3.97% |
| Prestige Estates Projects Ltd | 3.93% |
| Apollo Hospitals Enterprise Ltd | 3.88% |
| BSE Ltd | 3.83% |
| Global Health Ltd | 3.82% |
| Max Healthcare Institute Ltd Ordinary Shares | 3.74% |
| AU Small Finance Bank Ltd | 3.61% |
| Eternal Ltd | 3.59% |
| Axis Bank Ltd | 3.57% |
| Trent Ltd | 3.56% |
| Cholamandalam Investment and Finance Co Ltd | 3.54% |
| Amber Enterprises India Ltd Ordinary Shares | 3.52% |
Investment Strategy
To generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. There is no assurance that the investment objective of the Scheme will be achieved.
Capital appreciation over long term
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.