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)

1,016 Cr

Lock In Period

N/A

Expense Ratio

2.21

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

Summary

Invesco India Business Cycle Fund Growth NAV is ₹12.8 as of 16 May, 2026. Invesco India Business Cycle Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Invesco India Business Cycle Fund Growth is ₹100. The AUM of Invesco India Business Cycle Fund Growth is ₹1,016 Cr. The expense ratio of the fund is 2.21%, and its benchmark is NIfty 500 Total Return. The current exit load of the fund 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 last 1M months, Invesco India Business Cycle Fund Growth has delivered 7.35% returns.

Invesco India Business Cycle Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M7.35-0.9725.55
6M0.000.47116.49
1Y14.112.97216.59
3Y0.009.27382.67

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

Invesco India Business Cycle Fund Growth managed by Invesco Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹1,016 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.21. 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 FundQuant PSU Fund Growth9.49020
This FundDSP Banking & Financial Services Fund Growth8.5590
This FundInvesco India Business Cycle Fund Growth14.10830
This FundICICI Prudential PSU Equity Fund Growth10.5655100.8108
This FundNippon India Taiwan Equity Fund Growth212.247362.9969

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 2.21. 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 : 7.35%
  • 6 Months : 0.00%
  • 1 Year : 14.11%
  • 3 Years : 0.00%
Returns of Invesco India Business Cycle Fund Growth are updated daily based on NAV of ₹ 12.8 as on May 15,2026. 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 ₹1,016 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.