Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

841 Cr

Lock In Period

N/A

Expense Ratio

2.25

Benchmark

NIfty 500 Total Return

Exit Load

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

Summary

Latest details for Invesco India Business Cycle Fund Growth include a 12.76 NAV as of Apr 22,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The Invesco India Business Cycle Fund Growth AUM is ₹841 Cr, with a lock-in of N/A years, expense ratio of 2.25%, and benchmark NIfty 500 Total Return. Exit load is - 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. In the growth review for 1M Month/Year, the fund recorded 11.67% returns, against a category average of 1.33% and a category best of 23.39%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M11.671.3323.39
6M-2.681.7895.07
1Y15.835.76265.59
3Y0.0014.02335.86

Portfolio Analysis

  • Equity: 98.58%
  • Debt: 1.42%
  • Others
As on: 2026-03-31
View allocation % by

1. AU Small Finance Bank Limited3.90%
2. The Federal Bank Limited3.86%
3. IndusInd Bank Limited3.58%
4. RBL Bank Limited2.66%

1. Max Healthcare Institute Limited6.91%
2. Krishna Institute Of Medical Sciences Limited2.83%
3. Global Health Limited2.52%
4. Apollo Hospitals Enterprise Limited1.53%

1. Eternal Limited4.11%
2. Swiggy Limited3.70%

1. Sai Life Sciences Limited5.47%
2. Glenmark Pharmaceuticals Limited1.95%

1. Cholamandalam Investment and Finance Company Limited3.82%
2. L&T Finance Limited �3.42%

1. Prestige Estates Projects Limited4.46%
2. Max Estates Limited1.45%
3. The Phoenix Mills Limited1.20%

1. InterGlobe Aviation Limited5.46%

1. Aditya Infotech Limited5.12%

1. Amber Enterprises India Limited �4.37%

1. BSE Limited4.35%

1. Trent Limited4.01%

1. Sonata Software Limited1.91%
2. Hexaware Technologies Limited1.13%

1. JK Cement Limited2.91%

1. Wework India Management Limited2.89%

1. HDFC Asset Management Company Limited2.19%

1. The Indian Hotels Company Limited1.94%

1. ABB India Limited1.20%

1. Dixon Technologies (India) Limited1.04%

About Fund

Invesco India Business Cycle Fund Growth managed by Invesco Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹841 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.25. Under the expert guidance of Aditya Khemani ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Aditya Khemani

Mr. Aditya holds B.Com (Hons) and PGDM degree from IIM, Lucknow. He has over 6 years of experience in Research. Prior to this, he worked with SBI Funds Management India Private Limited Senior Manager - Equity Research from March 2007 to September 2007, Prudential ICICI Asset Management Company India Private Limited Assistant Manager - Equity Research from December 2005 to February 2007, Morgan Stanley Advantage Services Private Limited Research Associate from May 2005 to November 2005.

Peer Comparison

Fund Name1Y3Y
This FundUnion Business Cycle Fund Growth6.62250
This FundInvesco India Manufacturing Fund Growth8.23650
This FundInvesco India Business Cycle Fund Growth15.83260
This FundICICI Prudential PSU Equity Fund Growth10.7949112.0188
This FundNippon India Taiwan Equity Fund Growth260.5585318.1066

FAQs

Invesco India Business Cycle Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Invesco India Business Cycle Fund Growth is 2.25. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Invesco India Business Cycle Fund Growth’s fund performance is as follows:
  • 1 Month : 11.67%
  • 6 Months : -2.68%
  • 1 Year : 15.83%
  • 3 Years : 0.00%
Returns of Invesco India Business Cycle Fund Growth are updated daily based on NAV of ₹ 12.76 as on Apr 22,2026. Since inception, the return has been 0.00%.

You can invest in Invesco India Business Cycle Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Invesco India Business Cycle Fund Growth is ₹841 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Invesco India Business Cycle Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500