Invesco India Business Cycle Fund · Regular · Growth
NAV
₹14.2200
as of 15 Jul 2026
Expense Ratio
2.21%
AUM
₹916 Cr
Lumpsum returns (CAGR)
- 1Y
- +13.57%
- 3Y
- —
- 5Y
- —
- Since Inception
- +28.67%
SIP returns (XIRR)
- 1Y
- +24.54%
- 3Y
- —
- 5Y
- —
- Since Inception
- +25.46%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised1.16
Sharpe Ratio
+0.30
Alpha
0.35
Beta
1.17
Sortino
18.44%
Std Dev
-16.56%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 1Aditya Infotech Limited6.55%
- 2Max Healthcare Institute Limited5.49%
- 3Bse Limited5.33%
- 4Sai Life Sciences Limited5.17%
- 5Kotak Mahindra Bank Ltd4.92%
- 6Interglobe Aviation Limited4.83%
- 7Prestige Estates Projects Limited4.30%
- 8Trent Limited4.08%
- 9Amber Enterprises India Limited4.03%
- 10Au Small Finance Bank Limited3.61%
Investment Objective
Invesco India Business Cycle Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
Invesco India Business Cycle Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Invesco Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹916 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.21%.
Who Should Invest?
- •Aggressive investors comfortable with significant short-term volatility
- •Investors with a long-term horizon of 7+ years who can ride out market cycles
- •SIP investors who can benefit from rupee cost averaging during market fluctuations