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Fund Overview

Invesco India Business Cycle Fund - Regular (G)

Get details information of scheme on investment, NAV, Performation.

Nav (₹)

10.33

Inception Date

27-02-2025

Category

Equity - Diversified
Investment Objectives

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.

Risk O Meter
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Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
Invesco India Business Cycle Fund - Regular (G) NA NA NA NA NA NA 3.30
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty 500 TRI)

1Lakh investment Grown to 0.00 Lakh

10,000 investment Grown to 0.00 Lakh

1Lakh investment Grown to 1.04 Lakh

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Key Parameters
AUM(₹ Cr.) 233
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 1000
Expense Ratio (%) 0
Benchmark Nifty 500 TRI
Fund Manager Aditya Khemani
Exit 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: Nil
Incrimental Invest(₹) 1000
NAV Movement
3M 6M 1Y 3Y 5Y
AUM Movement
3M 6M 1Y 3Y 5Y
Asset Allocation Pie chart
Top Company Holding (As on 28 02 25 )
Company Asset No.of shares Value (₹ in Cr)
Cholaman.Inv.&Fn Equity 67644 9.48
Interglobe Aviat Equity 20790 9.31
Zomato Ltd Equity 412768 9.17
Sai Life Equity 132735 9.16
Max Healthcare Equity 93092 9.11
Trent Equity 18638 9.04
Prestige Estates Equity 78496 8.84
Swiggy Equity 262361 8.78
Shriram Finance Equity 121516 7.50
L&T Finance Ltd Equity 522958 7.05
Dixon Technolog. Equity 4985 6.95
Global Health Equity 59069 6.79
Sector Holding Pie Chart
Peer Comparison
Scheme Name AUM (₹ IN Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception (%) Inception Date Sharpe Std.Dev
Invesco India Business Cycle Fund 233.26 NA NA NA 3.30 27-Feb-2025 0 0.00
Motilal Oswal Large Cap Fund 1,680.68 22.27 NA NA 22.20 06-Feb-2024 0.8494 4.23
HDFC Defence Fund 3,880.46 17.36 NA NA 44.74 02-Jun-2023 0.8804 8.45
Motilal Oswal Small Cap Fund 3,716.36 16.05 NA NA 18.40 26-Dec-2023 0.3828 6.00
Invesco India Midcap Fund 5,246.54 16.00 20.89 31.40 16.35 19-Apr-2007 0.7882 4.80
Bandhan Small Cap Fund 8,474.84 15.77 23.47 36.15 31.61 25-Feb-2020 0.8965 5.28
Motilal Oswal Flexi Cap Fund 11,171.69 15.19 19.62 24.41 17.11 28-Apr-2014 0.753 4.56
Motilal Oswal Midcap Fund 23,703.68 14.16 26.73 37.32 22.04 24-Feb-2014 1.0408 5.41
Edelweiss Mid Cap Fund 7,729.29 14.02 20.98 34.86 13.32 27-Dec-2007 0.8155 4.79
DSP Focus Fund 2,258.59 13.97 15.51 24.32 11.57 10-Jun-2010 0.5404 4.35
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