Invesco India Business Cycle Fund Direct Growth

Invesco India Business Cycle Fund Direct Growth is an equity fund. This fund was started on 27 February, 2025. The fund is managed by Amit Ganatra, Aditya Khemani. The fund could potentially beat inflation in the long-run.

1. Invesco India Business Cycle Fund Direct Growth has ₹350 Cr worth of assets under management (AUM) as on May 2025 and is less than category average.
2. The fund has an expense ratio 0.7.
   

Invesco India Business Cycle Fund Direct Growth has given a CAGR return of 18.20% since inception.

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, InterGlobe Aviation Ltd, Trent Ltd, Prestige Estates Projects Ltd, Krishna Institute of Medical Sciences Ltd

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 benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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 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.