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Home Mf Research Invesco India Business Cycle Fund Regular Plan Growth
INVESCO MUTUAL FUND

Mutual Fund Research

Invesco India Business Cycle Fund - Regular Plan - Growth

INVESCO MUTUAL FUND Equity Equity Sectoral Thematic

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-28 ₹1,000.00 ₹1,049.60 +4.96%
Two Week 2026-10-21 ₹1,000.00 ₹1,076.29 +7.63%
One Month 2026-10-05 ₹1,000.00 ₹1,048.83 +4.88%
Three Months 2026-08-06 ₹3,000.00 ₹3,042.63 +1.42%
Six Months 2026-05-08 ₹6,000.00 ₹6,241.95 +4.03%
One Year 2025-11-04 ₹12,000.00 ₹13,301.30 +10.84%
Since Inception 2025-02-27 ₹21,000.00 ₹24,386.86 +16.13%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Banks 20.41%
Healthcare Services 13.25%
Realty 11.84%
Pharmaceuticals & Biotechnology 6.56%
Retailing 6.45%
Finance 5.11%
Industrial Manufacturing 5.03%
Construction 4.70%
Capital Markets 4.45%
Transport Services 4.22%
Other 4.01%
Consumer Durables 3.96%
Commercial Services & Supplies 2.57%
Leisure Services 2.50%
Cement & Cement Products 1.78%
Industrial Products 1.72%
IT - Software 1.44%

Top Holdings

Company-wise portfolio exposure

Kotak Mahindra Bank Ltd 6.03%
Axis Bank Limited 6.00%
Apollo Hospitals Enterprise Limited 5.99%
DLF Limited 5.62%
Sai Life Sciences Limited 5.25%
Aditya Infotech Limited 5.03%
Larsen & Toubro Limited 4.70%
InterGlobe Aviation Limited 4.22%
Prestige Estates Projects Limited 3.59%
Eternal Limited 3.52%
BSE Limited 3.07%
Max Healthcare Institute Limited 2.99%
Trent Limited 2.93%
The Federal Bank Limited 2.90%
AU Small Finance Bank Limited 2.86%
Cholamandalam Investment and Finance Company Limited 2.80%
Amber Enterprises India Limited 2.73%
IndusInd Bank Limited ^^^ 2.62%
Wework India Management Limited 2.57%
The Indian Hotels Company Limited 2.50%
L&T Finance Limited 2.31%
Global Health Limited 2.19%
Krishna Institute Of Medical Sciences Limited 2.08%
JK Cement Limited 1.78%
Max Estates Limited 1.69%
Sonata Software Limited 1.44%
HDFC Asset Management Company Limited 1.38%
Glenmark Pharmaceuticals Limited 1.31%
The Phoenix Mills Limited 0.94%
Dixon Technologies (India) Limited 0.86%
Timken India Limited 0.50%
Grindwell Norton Limited 0.47%
Carborundum Universal Limited 0.40%
Ethos Ltd. 0.37%
Bansal Wire Industries Limited 0.35%
Triparty Repo 6.18%
Net Receivables / (Payables) -2.17%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
N/A
Return volatility
β
Beta
N/A
Benchmark sensitivity
S
Sharpe Ratio
N/A
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity
Risk ratio figures are currently unavailable for this scheme. Explanations below are for reference.

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Nippon India Taiwan Equity Fund - Regular Plan - Growth 59.59% 47.43% 22.49%
ICICI Prudential US Bluechip Equity Fund - Regular Plan - Growth 25.42% 19.68% 16.14%
HDFC Pharma And Healthcare Fund - Regular Plan - Growth 24.10% 29.54% 28.48%
Kotak Healthcare Fund - Regular Plan - Growth 23.56% 0.00% 19.65%
SBI Automotive Opportunities Fund - Regular Plan - Growth 21.12% 0.00% 11.48%
Mirae Asset Healthcare Fund - Regular Plan - Growth 19.53% 22.60% 20.22%
Nippon India - Japan Equity Fund - Regular Plan - Growth 18.87% 19.90% 8.38%
HDFC Defence Fund - Regular Plan - Growth 18.78% 34.60% 36.67%
SBI Healthcare Opportunities Fund - Regular Plan - Growth 18.70% 23.87% 15.53%
Franklin Asian Equity Fund - Regular Plan - Growth 18.64% 20.16% 7.88%

Returns are historical and do not guarantee future performance.

View All Equity Sectoral Thematic Funds

Fund Family

Compare schemes from INVESCO MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Invesco India - Invesco Pan European Equity Fund Of Fund - Regular Plan - Growth 28.66% 20.99% 7.78%
Invesco India - Invesco Global Equity Income Fund Of Fund - Regular Plan - Growth 23.91% 24.27% 11.41%
Invesco India - Invesco Eqqq Nasdaq-100 ETF Fund Of Fund - Regular Plan - Growth 18.08% 28.78% 22.31%
Invesco India Gold ETF Fund Of Fund - Regular Plan - Growth 17.22% 30.65% 9.65%
Invesco India Manufacturing Fund - Regular Plan - Growth 13.63% 0.00% 6.86%
Invesco India Business Cycle Fund - Regular Plan - Growth 11.29% 0.00% 24.11%
Invesco India Consumption Fund - Regular Plan - Growth 10.79% 0.00% 9.68%
Invesco India Small Cap Fund - Regular Plan - Growth 10.18% 19.06% 21.39%
Invesco India Focused Fund - Regular Plan - Growth 7.54% 20.69% 19.79%
Invesco India Multi Asset Allocation Fund - Regular Plan - Growth 6.90% 0.00% 11.34%

Returns are historical and do not guarantee future performance.

View All INVESCO MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

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.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.27%
Expense Ratio (Direct)
0.83%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty 500 TRI

Exit Load

Charges that may apply when you redeem units

If units are redeemed/switched out on or before 3 months from the date of allotment: 0.50%. If units are redeemed/switched out after 3 months from the date of allotment: Nil.
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