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Invesco Mutual Fund · Equity: Thematic-Business-Cycle
Invesco India Business Cycle Fund - Growth
To generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. There is no assurance that the investment objective of the Scheme will be achieved.
Benchmark · NIFTY 500 TRITER · 2.21%Inception · 27-02-2025
NAV
₹12.86
+1.24% · as of 14-05-2026
Since inception
26.02%
CAGR
Benchmark (inception)
12.11%
CAGR
Fund size
₹10 Cr
AUM
Expense ratio
2.21%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +26.02% CAGR vs benchmark +12.11%.
Portfolio
Where the money is invested
Top holdings
MAX HEALTHCARE INSTITUTE LIMITED EQ6.91%
Sai Life Sciences Limited5.47%
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/-5.46%
Aditya Infotech Limited5.12%
PRESTIGE ESTATES PROJECTS LIMITED EQ4.46%
AMBER ENTERPRISES INDIA LIMITED EQ4.37%
BSE LIMITED EQ NEW FV RS. 2/-4.35%
ZOMATO LIMITED EQ4.11%
TRENT LIMITED EQ NEW FV Re. 1/-4.01%
AU SMALL FINANCE BANK LIMITED EQ3.90%
Sector allocation
Financial Services27.78%
Healthcare21.21%
Consumer Services13.76%
Capital Goods8.49%
Services8.35%
Realty7.11%
Consumer Durables5.93%
Information Technology3.04%
Construction Materials2.91%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 26.0% p.a.₹10,000
10 years
Projected value
₹57,11,077
Invested: ₹12,00,000
Gained: ₹45,11,077
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
A
Aditya Khemani
Manager since fund inception data not available
ISIN & identifiers
AMFI code
153288
ISIN (Growth)
INF205KA1AF4
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Business-Cycle funds
Mahindra Manulife Business Cycle Fund Reg Gr
₹15.23
1Y
+6.7%
3Y
+0.0%
5Y
+0.0%
DSP Business Cycle Fund Reg Gr
₹10.09
1Y
+4.8%
3Y
+0.0%
5Y
+0.0%
Union Business Cycle Reg Gr
₹11.22
1Y
+4.8%
3Y
+0.0%
5Y
+0.0%
Kotak Business Cycle Fund Reg Gr
₹16.01
1Y
+4.2%
3Y
+16.2%
5Y
+0.0%
ICICI Pru Business Cycle Fund Gr
₹24.28
1Y
+3.7%
3Y
+19.3%
5Y
+17.4%
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