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| NAV as of Dec 04, 2025 | Returns since inception | ET Money Rank | AUM (Fund size) |
|---|---|---|---|
| ₹12.77-0.31% 1 day change | 30.97% | App exclusive | ₹928 Cr |
| AUM (Fund size) | ₹928 Cr |
| Exit load | 0.5% Exit load of 0.50%, if redeemed within 3 months.! |
| Lock-in Period | Nil |
| Age | 10 m since Feb 06, 2025 |
| Benchmark | NIFTY 500 TRI |
| Min. investment | SIP: ₹500 & Lumpsum: ₹1000 |
| Expense ratio | 2.22% as on Nov 30, 2025 |
| Plan type | Regular |
| 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 | -1.0% | 1.01% |
| 3 Months | 1.82% | 3.78% |
| 6 Months | 10.94% | 3.39% |

Large Cap 32.16%
Mid Cap 42.09%
Small Cap 25.01%
Other Cap 0%
Services 24.15%
Healthcare 21.16%
Financial 20.66%
Construction 7.540000000000001%
Bifurcation by Credit Quality is not available for this fund
Bifurcation by Holding is not available for this fund
Repo 2.29%
Others 2.29%

| Fund name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Invesco India Business Cycle Fund | -1.0% | 10.94% | N.A. | N.A. | N.A. | N.A. |
| ICICI Prudential India Opportunities Fund | 1.24% | 7.58% | 9.42% | 21.94% | 28.14% | 14.07% |
| ICICI Prudential Dividend Yield Equity Fund | 0.38% | 7.77% | 8.28% | 22.18% | 26.28% | 16.24% |
| ICICI Prudential Value Fund | 2.09% | 7.94% | 9.87% | 20.43% | 24.26% | 15.82% |
| SBI Contra Fund | 0.6% | 5.21% | 2.42% | 18.94% | 25.74% | 16.58% |
| ICICI Prudential Diversified Equity All Cap Omni FoF | 0.76% | 6.37% | 6.12% | 20.24% | 23.23% | 12.39% |
| 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 | 11.43 | 0.82 | 1.29 | 2.27 |
| ICICI Prudential Dividend Yield Equity Fund | 11.98 | 0.85 | 1.25 | 1.93 |
| ICICI Prudential Value Fund | 10.97 | 0.78 | 1.22 | 2.09 |
| SBI Contra Fund | 12.15 | 0.9 | 1.01 | 1.6 |
| ICICI Prudential Diversified Equity All Cap Omni FoF | 11.69 | 0.87 | 1.13 | 1.78 |
| Fund name | ETM Rank | AUM | Fund age | Expense ratio |
|---|---|---|---|---|
| Invesco India Business Cycle Fund | N.A. | 928 Cr | 10 m | 2.22% |
| ICICI Prudential India Opportunities Fund | N.A. | 32,669 Cr | 6 yrs 11 m | 1.56% |
| ICICI Prudential Dividend Yield Equity Fund | N.A. | 6,232 Cr | 11 yrs 7 m | 1.8% |
| ICICI Prudential Value Fund | N.A. | 57,935 Cr | 21 yrs 5 m | 1.48% |
| SBI Contra Fund | N.A. | 49,218 Cr | 20 yrs 7 m | 1.48% |
| ICICI Prudential Diversified Equity All Cap Omni FoF | N.A. | 238 Cr | 5 yrs 10 m | 0.99% |
Risk ratios are based on three-year data. The required data is unavailable for the scheme.
| Fund AUM | 928 Cr as on Nov 30, 2025 |
| Scheme document | View Scheme Document |
The scheme seeks 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.
| No. of schemes | 41 view all schemes |
| Total AUM | 1,28,693 Cr as on Sep 30, 2025 |
| Address | B-1001, B Wing, 10th Floor, Marathon Futurex, N. M. Joshi Marg, Lower Parel, Mumbai, Maharashtra Mumbai, 400013 |
| Phone | +91 022-67310000 |
| Fund name | ETM Rank | AUM | 1Y | 5Y |
|---|---|---|---|---|
| Invesco India PSU Equity Fund | N.A. | 1,445 Cr | 2.37% | 27.4% |
| Invesco India Smallcap Fund | N.A. | 9,000 Cr | -1.0% | 27.35% |
| Invesco India Infrastructure Fund | N.A. | 1,457 Cr | -8.04% | 25.65% |
| Invesco India Mid Cap Fund | N.A. | 10,007 Cr | 9.49% | 25.45% |
| Invesco India Large & Mid Cap Fund | N.A. | 9,407 Cr | 7.54% | 21.55% |
| Invesco India Focused Fund | N.A. | 4,802 Cr | -3.69% | 20.36% |
The current Net Asset Value (NAV) of the Invesco India Business Cycle Fund plan is approximately ₹12.77 as of Dec 04, 2025.
The Invesco India Business Cycle Fund has an expense ratio of 2.22%, representing the annual cost of managing and operating the fund. This fee is deducted from the fund's AUM while declaring the daily NAV, reducing investor returns.
The Invesco India Business Cycle Fund currently has assets under management (AUM) or fund size valued at approximately 928 Cr as on Nov 30, 2025.
The Invesco India Business Cycle Fund has invested the majority of its money in the stocks of the following companies -
| Company | Percentage of Portfolio |
|---|---|
| AU Small Finance Bank Ltd. | 5.44% |
| Sai Life Sciences Ltd. | 5.03% |
| Max Healthcare Institute Ltd. | 4.99% |
| Swiggy Ltd. | 4.91% |
| Trent Ltd. | 4.72% |
| Cholamandalam Investment and Finance Company Ltd. | 4.66% |
| Interglobe Aviation Ltd. | 4.35% |
| Eternal Ltd. | 4.27% |
| Prestige Estates Projects Ltd. | 4.09% |
| Aditya Infotech Ltd. | 3.64% |
The Invesco India Business Cycle Fund has primarily invested in the following sectors
| Sector | Percentage of Portfolio |
|---|---|
| Services | 24.15% |
| Healthcare | 21.16% |
| Financial | 20.66% |
| Construction | 7.540000000000001% |
| Technology | 5.6% |
| Communication | 3.64% |
| Consumer Discretionary | 3.62% |
| Capital Goods | 3.45% |
| Materials | 2.1% |
| Consumer Staples | 1.73% |
This is a Strategy fund comes with Very High risk.
No, this fund does not have any lock-in period.
Redeeming your investments in the Invesco India Business Cycle Fund is simple. If you have invested via ET Money, just log in to the app, go to the holdings section, and submit the redemption request.
If you have invested from anywhere else, you can go to the fund house website and put a request through it.
