Invesco India Business Cycle Fund Growth Return

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

Invesco India Business Cycle Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹1,297 Cr

Lock In Period

N/A

Expense Ratio

2.19

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

Benchmark

NIfty 500 Total Return

Invesco India Business Cycle Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.35-1.3210.23
6M22.131.6571.06
1Y13.263.47124.33
3Y0.0011.59316.88

Portfolio Analysis

  • Equity: 94.79%
  • Debt: 5.21%
  • Others
As on: 2026-07-31
View allocation % by

1. Kotak Mahindra Bank Ltd5.61%
2. The Federal Bank Limited3.47%
3. AU Small Finance Bank Limited3.14%
4. IndusInd Bank Limited3.12%
5. Axis Bank Limited3.01%
6. RBL Bank Limited2.23%

1. Prestige Estates Projects Limited4.15%
2. DLF Limited3.95%
3. Max Estates Limited1.20%
4. The Phoenix Mills Limited0.98%

1. Max Healthcare Institute Limited3.74%
2. Global Health Limited2.39%
3. Krishna Institute Of Medical Sciences Limited2.38%
4. Apollo Hospitals Enterprise Limited1.20%

1. Cholamandalam Investment and Finance Company Limited3.39%
2. L&T Finance Limited2.88%

1. Sai Life Sciences Limited4.80%
2. Glenmark Pharmaceuticals Limited1.32%

1. Larsen & Toubro Limited4.91%

1. Aditya Infotech Limited4.70%

1. InterGlobe Aviation Limited4.64%

1. BSE Limited3.83%

1. Trent Limited3.56%

1. Eternal Limited3.52%

1. Amber Enterprises India Limited3.22%

1. Wework India Management Limited3.06%

1. JK Cement Limited2.02%

1. Sonata Software Limited1.91%

1. HDFC Asset Management Company Limited1.67%

1. The Indian Hotels Company Limited1.63%
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About Fund Invesco India Business Cycle Fund Growth

Invesco India Business Cycle Fund Growth managed by Invesco Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹1,297 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.19. 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 NameRatingsAUMExpense Ratio
ICICI Prudential Quality Fund Growth02,144 CR2.44
HDFC Manufacturing Fund Growth510,751 CR1.84
Invesco India Business Cycle Fund Growth01,296 CR2.19
UTI Gold Exchange Traded Fund Growth04,090 CR0.59
Nippon India Taiwan Equity Fund Growth31,128 CR2.53
Fund Name1Y3Y
This FundICICI Prudential Quality Fund Growth4.01570
This FundHDFC Manufacturing Fund Growth8.29040
This FundInvesco India Business Cycle Fund Growth13.25970
This FundUTI Gold Exchange Traded Fund Growth38.737152.5761
This FundNippon India Taiwan Equity Fund Growth121.3311300.0101

Invesco India Business Cycle Fund Growth 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 2.19. 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 : -0.35%
  • 6 Months : 22.13%
  • 1 Year : 13.26%
  • 3 Years : 0.00%
Returns of Invesco India Business Cycle Fund Growth are updated daily based on NAV of ₹ 14.33 as on Sep 10,2026. 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 ₹1,297 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.