Invesco India Business Cycle Fund · Regular · Growth
NAV
₹13.8000
as of 30 Sept 2026
Expense Ratio
2.26%
AUM
₹1,046 Cr
Lumpsum returns (CAGR)
- 1Y
- +11.38%
- 3Y
- —
- 5Y
- —
- Since Inception
- +22.49%
SIP returns (XIRR)
- 1Y
- +13.01%
- 3Y
- —
- 5Y
- —
- Since Inception
- +15.87%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised1.00
Sharpe Ratio
+0.20
Alpha
0.32
Beta
1.04
Sortino
17.07%
Std Dev
-16.56%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 1Kotak Mahindra Bank Ltd5.66%
- 2Sai Life Sciences Limited5.00%
- 3Larsen & Toubro Limited4.74%
- 4Aditya Infotech Limited4.64%
- 5Dlf Limited4.54%
- 6Interglobe Aviation Limited4.41%
- 7Prestige Estates Projects Limited3.93%
- 8Apollo Hospitals Enterprise Limited3.88%
- 9Eternal Limited3.59%
- 10Axis Bank Limited3.57%
What this fund does
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 ₹1,046 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.26%.
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