Question 1

What is the current NAV of Invesco India Business Cycle Fund?

Accepted Answer

The current Net Asset Value (NAV) of the Invesco India Business Cycle Fund - Direct Growth plan is approximately ₹12.75 as of Sep 03, 2025.

Question 2

How much does Invesco India Business Cycle Fund charge as the expense ratio?

Accepted Answer

The Invesco India Business Cycle Fund - Direct Growth has an expense ratio of 0.69%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

Question 3

What is the AUM or size of Invesco India Business Cycle Fund?

Accepted Answer

The Invesco India Business Cycle Fund currently has assets under management (AUM) or fund size valued at approximately ₹657 Crs crore as of Jun 30, 2025.

Question 4

What are the top stock holdings of Invesco India Business Cycle Fund?

Accepted Answer

The Invesco India Business Cycle Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
BSE Ltd.	5.7%
Interglobe Aviation Ltd.	4.78%
Trent Ltd.	4.36%
Prestige Estates Projects Ltd.	4.34%
Krishna Institute of Medical Sciences Ltd	4.07%
Multi Commodity Exchange Of India Ltd.	4.0%
Swiggy Ltd.	3.93%
Max Healthcare Institute Ltd.	3.74%
HDFC Asset Management Company Ltd.	3.66%
Eternal Ltd.	3.63%

Question 5

What are the top sectors Invesco India Business Cycle Fund has invested in?

Accepted Answer

The Invesco India Business Cycle Fund has primarily invested in the following sectors

Company	Percentage of Portfolio
BSE Ltd.	5.7%
Interglobe Aviation Ltd.	4.78%
Trent Ltd.	4.36%
Prestige Estates Projects Ltd.	4.34%
Krishna Institute of Medical Sciences Ltd	4.07%
Multi Commodity Exchange Of India Ltd.	4.0%
Swiggy Ltd.	3.93%
Max Healthcare Institute Ltd.	3.74%
HDFC Asset Management Company Ltd.	3.66%
Eternal Ltd.	3.63%

Question 6

What is the risk level of Invesco India Business Cycle Fund?

Accepted Answer

This is a Strategy fund comes with Very High risk.

Question 7

Is there any lock-in period in Invesco India Business Cycle Fund?

Accepted Answer

No, this fund does not have any lock-in period.

Question 8

How do I invest in Invesco India Business Cycle Fund?

Accepted Answer

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Invesco India Business Cycle Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in Invesco India Business Cycle Fund is complete.

Question 9

How can I redeem my investments in Invesco India Business Cycle Fund?

Accepted Answer

Redeeming your investments in Invesco India Business Cycle Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Invesco India Business Cycle Fund from anywhere else, you can go to the fund house website and put a request through it.

Expense ratio	0.69% as on Aug 31, 2025
Exit load	0.5% Exit load of 0.50%, if redeemed within 3 months.!
AUM (Fund size)	₹657 Cr
Lock-in Period	Nil
Age	7 m since Feb 06, 2025
Benchmark	NIFTY 500 TRI
Min. investment	This scheme is currently not buyable
Risk	Very High
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%

Period	This fund	Category average
1 Month	2.74%	0.39%
3 Months	8.7%	1.41%
6 Months	29.84%	15.16%

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Invesco India Business Cycle Fund	N.A.	657 Cr	7 m	0.69%
ICICI Prudential India Opportunities Fund	N.A.	27,197 Cr	6 yrs 8 m	0.63%
ICICI Prudential Dividend Yield Equity Fund	N.A.	5,231 Cr	11 yrs 4 m	0.57%
ICICI Prudential Value Fund	N.A.	51,112 Cr	12 yrs 8 m	0.99%
SBI Contra Fund	N.A.	44,069 Cr	12 yrs 8 m	0.66%
ICICI Prudential India Equity FOF	N.A.	179 Cr	5 yrs 7 m	0.63%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Invesco India Business Cycle Fund	2.74%	29.84%	N.A.	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	0.55%	13.37%	0.81%	23.6%	31.13%	14.33%
ICICI Prudential Dividend Yield Equity Fund	1.35%	15.07%	0.38%	24.93%	30.13%	17.52%
ICICI Prudential Value Fund	0.87%	14.31%	0.78%	22.08%	26.66%	16.56%
SBI Contra Fund	0.39%	11.78%	-3.91%	20.94%	30.52%	17.25%
ICICI Prudential India Equity FOF	0.5%	14.16%	0.24%	21.25%	26.35%	12.36%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Invesco India Business Cycle Fund	N.A.	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	11.66	0.82	1.32	2.62
ICICI Prudential Dividend Yield Equity Fund	12.34	0.86	1.32	2.17
ICICI Prudential Value Fund	11.41	0.8	1.22	2.21
SBI Contra Fund	12.26	0.88	1.09	1.78
ICICI Prudential India Equity FOF	11.94	0.87	1.11	1.89

Invesco India Business Cycle Fund Direct-Growth

Historical NAV & returns

Invesco India Business Cycle Fund overview

Invesco India Business Cycle Fund Returns calculator

Trailing returns as on Sep 04, 2025

Asset allocationas on Aug 31, 2025

Peer comparison

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

Compare Invesco India Business Cycle Fund in detail with

About this fund

About Invesco India Business Cycle Fund

Fund managers

Investment objective

Invesco Mutual Fund details

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Frequently asked questions

ET Money rank

Fund AUM	657 Cr as on Aug 31, 2025
Scheme document	View Scheme Document

No. of schemes	40 view all schemes
Total AUM	1,16,619 Cr as on Jun 30, 2025
Address	2101 - A-A Wing - 21st Floor, Marathon Futurex, N.M. Joshi Marg, Lower Parel, Mumbai, 400013
Phone	022-67310000 / 1800-209-0007

Fund name	ETM Rank	AUM	1Y	5Y
Invesco India Smallcap Fund	N.A.	7,718 Cr	1.27%	31.96%
Invesco India Infrastructure Fund	N.A.	1,524 Cr	-4.24%	31.19%
Invesco India Mid Cap Fund	N.A.	8,063 Cr	10.4%	29.84%
Invesco India PSU Equity Fund	N.A.	1,341 Cr	-8.54%	29.71%
Invesco India Large & Mid Cap Fund	N.A.	8,125 Cr	8.39%	25.78%
Invesco India Focused Fund	N.A.	4,145 Cr	3.28%	N.A.

Sector	Percentage of Portfolio
Services	32.04%
Healthcare	19.180000000000003%
Financial	13.090000000000002%
Construction	8.64%
Capital Goods	8.15%
Metals & Mining	4.46%
Technology	3.9699999999999998%
Materials	3.02%
Consumer Staples	1.52%