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Invesco India Business Cycle Fund Direct-Growth

NAV as of Oct 20, 2025Returns since inceptionET Money RankAUM (Fund size)
35.49%
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759 Cr

Historical NAV & returns

NAV: ₹13.22 as on Oct 20, 2025
This fund Category average
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This fund Category average

Invesco India Business Cycle Fund overview

Expense ratio0.69% as on Sep 30, 2025
Exit load0.5%info
Exit load of 0.50%, if redeemed within 3 months.!
AUM (Fund size)759 Cr
Lock-in PeriodNil
Age8 m since Feb 06, 2025
BenchmarkNIFTY 500 TRI
Min. investment

SIP: 500 & Lumpsum: 1000

RiskVery HighVery High Risk
Short term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Invesco India Business Cycle Fund Returns calculator

Investment type
Investment period
Investment period
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
  • Total investment ₹ 12 lakh
  • Profit ₹12 lakhs
  • Total corpus ₹1 lakh
  • Absolute return 52.69%

Trailing returns as on Oct 17, 2025

PeriodThis fundCategory average
1 Month 3.69% 2.72%
3 Months 4.76% 3.22%
6 Months 21.64% 9.73%

Asset allocationas on Sep 30, 2025

Large Cap 33.63%

Mid Cap 42.34%

Small Cap 22.39%

Other Cap 0%

Top sectors

Services 27.47%

Healthcare 20.77%

Financial 17.75%

Construction 7.82%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Bifurcation by Holding is not available for this fund

Allocation by Instruments

Repo 3.13%

Other Holdings

Others 3.13%

Key risk & return ratios Compared to other funds in the category

Risk ratios are based on three-year data. The required data is unavailable for the scheme.

Compare Invesco India Business Cycle Fund in detail with

ET Money rank

in Strategy
#NA
Ranking for this fund is unavailable.
  • Return/Risk: The fund is performing poorly than its category.
  • Exit Load: Exit load of 0.50%, if redeemed within 3 months.