Invesco India Business Cycle Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Invesco India Business Cycle Fund Growth Fund Overview
SIP ₹100 & Lump. ₹100
₹1,381 Cr
N/A
2.27
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
NIfty 500 Total Return
Invesco India Business Cycle Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -4.63 | -2.18 | 8.60 |
| 6M | 26.26 | 2.32 | 38.69 |
| 1Y | 11.38 | 2.59 | 121.39 |
| 3Y | 0.00 | 10.68 | 329.91 |
Portfolio Analysis
- Equity: 94.62%
- Debt: 5.38%
- Others
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 ₹1,381 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.27. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Samco Special Opportunities Fund Growth | 0 | 127 CR | 3.71 |
| ITI Business Cycle Fund Growth | 0 | 116 CR | 3.51 |
| Invesco India Business Cycle Fund Growth | 0 | 1,381 CR | 2.27 |
| UTI Gold Exchange Traded Fund Growth | 0 | 4,513 CR | 0.59 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1,128 CR | 2.4 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSamco Special Opportunities Fund Growth | 5.6647 | 0 |
| This FundITI Business Cycle Fund Growth | 0 | 0 |
| This FundInvesco India Business Cycle Fund Growth | 11.1916 | 0 |
| This FundUTI Gold Exchange Traded Fund Growth | 27.3555 | 150.0878 |
| This FundNippon India Taiwan Equity Fund Growth | 123.9534 | 312.0692 |
Invesco India Business Cycle Fund Growth FAQs
- 1 Month : -4.63%
- 6 Months : 26.26%
- 1 Year : 11.38%
- 3 Years : 0.00%
