Invesco India Business Cycle Fund Direct Growth
Get the latest NAV of Invesco India Business Cycle Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹11.40
▲0.4%1D
NAV as on 21 May 2025
14%/per year
Since Inception
▲▼
186 people have invested ₹ 27.6L in Invesco India Business Cycle Fund Direct Growth in the last three months
Invesco India Business Cycle Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (21-May-25)
The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Invesco India Business Cycle Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Invesco India Business Cycle Fund Asset Allocation
See fund asset allocation details as on (13-May-25)
Fund Distribution
as on (13-May-25)
Equity 97.9%
Debt & Cash 2.1%
Invesco India Business Cycle Fund Sector Allocation
See fund sector allocation details as on (13-May-25)
Sector Allocation
Equity 97.9%
Debt & Cash 2.1%
Invesco India Business Cycle Fund Holdings Details
as on (30-Apr-25)
Equity
Invesco India Business Cycle Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.65% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹300 Cr |
| Inception Date | 27 February, 2025 |
| Min Lumpsum/SIP | ₹1000/₹500 |
Exit Load | 0.5% |
| Lock In | No Lock-in |
TurnOver | 0% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About Invesco India Business Cycle Fund
Invesco India Business Cycle Fund Direct Growth is an equity fund. This fund was started on 27 February, 2025. The fund is managed by Aditya Khemani, Amit Ganatra. The fund could potentially beat inflation in the long-run.
Key Parameters
- Invesco India Business Cycle Fund Direct Growth has ₹300 Cr worth of assets under management (AUM) as on Apr 2025 and is less than category average.
- The fund has an expense ratio 0.7.
Returns
Invesco India Business Cycle Fund Direct Growth has given a CAGR return of 14.00% since inception.
Holdings
Invesco India Business Cycle Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Health, Consumer Cyclical, Industrial, Real Estate, Tech, Basic Materials, Consumer Defensive. Its top holdings are BSE Ltd, Krishna Institute of Medical Sciences Ltd, Trent Ltd, Max Healthcare Institute Ltd Ordinary Shares, Sai Life Sciences Ltd
Taxation
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Invesco India Business Cycle Fund Direct 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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 500.00. Invesco India Business Cycle Fund Direct Growth has no lock in period.
Fund Manager
Aditya Khemani
Fund Manager of Invesco India Business Cycle Fund Direct Growth, since 27 February 2025
Amit Ganatra
Fund Manager of Invesco India Business Cycle Fund Direct Growth, since 27 February 2025
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▲ 37.61
5Y CAGR
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Frequently Asked Questions for Invesco India Business Cycle Fund Direct Growth
What is the current NAV of Invesco India Business Cycle Fund Direct Growth?
What are the average returns of Invesco India Business Cycle Fund Direct Growth?
Invesco India Business Cycle Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 3.45% | 3.45% |
6 Month Returns | 0% | 0% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
How do I invest in Invesco India Business Cycle Fund Direct Growth?
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
What is the expense ratio of Invesco India Business Cycle Fund Direct Growth?
What is net assets under management (AUM) of Invesco India Business Cycle Fund Direct Growth?
What are the top 5 holdings of Invesco India Business Cycle Fund Direct Growth?
What are the top 3 sectors that this Invesco India Business Cycle Fund Direct Growth has invested in?
What is the alpha of Invesco India Business Cycle Fund Direct Growth?
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Invesco India Business Cycle Fund Direct Growth | - | - | - |
What is the beta of Invesco India Business Cycle Fund Direct Growth??
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Invesco India Business Cycle Fund Direct Growth | - | - | - |
What is the sharpe ratio of Invesco India Business Cycle Fund Direct Growth?
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Invesco India Business Cycle Fund Direct Growth | - | - | - |
What is the standard deviation of Invesco India Business Cycle Fund Direct Growth?
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Invesco India Business Cycle Fund Direct Growth | - | - | - |