Invesco India Business Cycle Fund · Regular · Growth
NAV
₹13.8000
as of 17 Jun 2026
Expense Ratio
2.21%
AUM
₹916 Cr
Lumpsum returns (CAGR)
- 1Y
- +15.97%
- 3Y
- —
- 5Y
- —
- Since Inception
- +28.10%
SIP returns (XIRR)
- 1Y
- +22.12%
- 3Y
- —
- 5Y
- —
- Since Inception
- +24.30%
Beat the benchmark — ₹500/month SIP
Same SIP in this fund vs the benchmark index
This fund
₹8,723
Benchmark
₹8,060
+₹663 extra wealth vs the benchmark index
Backtest this SIP yourselfSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹8,000
Invested
₹8,723
Value today
13.9%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹1,299
Value today
22.6%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹6,79,442
Value today
-12.8%
vs lumpsum
Direct lumpsum would have beaten STP by 12.8% — but STP reduced timing risk
Model your own STP with real NAVRisk Metrics
Trailing 1 year, annualised1.12
Sharpe Ratio
+0.27
Alpha
0.60
Beta
1.14
Sortino
18.65%
Std Dev
-16.56%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 1Max Healthcare Institute Limited5.90%
- 2Aditya Infotech Limited5.48%
- 3Sai Life Sciences Limited4.98%
- 4Interglobe Aviation Limited4.92%
- 5Bse Limited4.89%
- 6Prestige Estates Projects Limited4.63%
- 7Amber Enterprises India Limited4.43%
- 8Trent Limited4.18%
- 9Au Small Finance Bank Limited3.89%
- 10Eternal Limited3.67%
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