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Invesco India Business Cycle Fund Direct-growth
Mid Cap
Very High Risk
Latest AUM
₹ 1,201.2 Cr.
NAV as on 03 aug, 2026
₹ 14.84
+20.58%
3 years annulised
This Fund
Fund Details
Fund Names
Invesco India Business Cycle Fund Direct-growth
Inception Date
27 Feb 2025
Lock In
No Lock-in
Risk
Principal at very high risk
Portfolio Composition Analysis
Equity
95.49%
Cash
4.51%
Portfolio Updated on: 13 Jul, 2026
Sector Allocations
Equity
Financial
Healthcare
Technology
Consumer Discretionary
Real Estate
Industrials
Materials
Consumer Staples
Portfolio Updated on: 03 aug, 2026
Top 10 Holdings
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Aditya Infotech | Technology | Equity | 6.45% |
| Aditya Infotech | Technology | Equity | 6.45% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 6.10% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 6.10% |
| Aditya Infotech | Technology | Equity | 6.55% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 5.69% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 5.69% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 6.96% |
| Interglobe Aviation Ltd | Industrials | Equity | 5.21% |
| Interglobe Aviation Ltd | Industrials | Equity | 5.21% |
Returns Analysis
| Tenure | Absolute | Annualised | Category Average |
|---|---|---|---|
| 3 Months | 15.49% | NA | NA |
| 6 Months | 19.01% | NA | NA |
| 9 Months | 12.85% | NA | NA |
| 1 Year | 20.33% | 20.33% | NA |
Launched on 27 Feb 2025, the fund aims Capital appreciation over long term. Investments predominantly in equity and equity related instruments with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. It manages assets worth ₹1,201.2 crore as on Tue Jun 30, 2026. The expense ratio stands at 0.81%.
Aditya Khemani has experience Prior to joining Invesco Mutual Fund, He was associated with Motilal Oswal Mutual Fund, HSBC AMC, SBI Mutual Fund, ICICI Prudential AMC and Morgan Stanley Advantage Services.
Amit Ganatra has experience Prior to joining Invesco Asset Management (India) Pvt. Ltd., he has worked with HDFC Mutual Fund, DBS Cholamandalam AMC Pvt. Ltd. and Fidelity.
Top Performing Mutual Funds
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| ICICI Prudential Business Cycle Fund Direct-growth | 16,137.5 | +0.68% | +2.58% | -0.23% | +3.58% | +16.71% | +17.76% |
| ICICI Prudential Business Cycle Fund Direct-idcw | 16,137.5 | +0.68% | +2.58% | -0.23% | +3.58% | +16.71% | +17.76% |
| ICICI Prudential Business Cycle Fund-growth | 16,137.5 | +0.61% | +2.34% | -0.72% | +2.59% | +15.58% | +16.45% |
| ICICI Prudential Business Cycle Fund-idcw | 16,137.5 | +0.61% | +2.34% | -0.72% | +2.59% | +15.58% | +16.45% |
| HSBC Business Cycles Fund Direct-growth | 1,182.7 | +1.48% | +4.44% | +7.31% | +3.11% | +17.09% | +16.29% |
| HSBC Business Cycles Fund Direct-idcw | 1,182.7 | +1.48% | +4.44% | +7.31% | +3.11% | +17.09% | +16.29% |
| HSBC Business Cycles Fund Regular-growth | 1,182.7 | +1.38% | +4.12% | +6.67% | +1.90% | +15.79% | +15.01% |
| HSBC Business Cycles Fund Regular-idcw | 1,182.7 | +1.38% | +4.12% | +6.67% | +1.90% | +15.79% | +15.01% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More Funds from Invesco Mutual Fund
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| Invesco India Business Cycle Fund Regular-growth | 1,201.2 | +1.19% | +15.07% | +18.06% | +18.53% | — | — |
| Invesco India Business Cycle Fund Direct-idcw | 1,201.2 | +1.30% | +15.49% | +19.01% | +20.33% | — | — |
| Invesco India Business Cycle Fund Regular-idcw | 1,201.2 | +1.19% | +15.07% | +18.06% | +18.53% | — | — |
growth is based on 1-month returns of the funds
Top Mutual Funds
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| ICICI Prudential Business Cycle Fund Direct-growth | 16,137.5 | +0.68% | +2.58% | -0.23% | +3.58% | +16.71% | +17.76% |
| ICICI Prudential Business Cycle Fund-growth | 16,137.5 | +0.61% | +2.34% | -0.72% | +2.59% | +15.58% | +16.45% |
| ICICI Prudential Business Cycle Fund Direct-idcw | 16,137.5 | +0.68% | +2.58% | -0.23% | +3.58% | +16.71% | +17.76% |
| ICICI Prudential Business Cycle Fund-idcw | 16,137.5 | +0.61% | +2.34% | -0.72% | +2.59% | +15.58% | +16.45% |
| Kotak Business Cycle Fund Direct-growth | 3,302.3 | +2.18% | +10.52% | +8.72% | +10.22% | +17.83% | — |
| Kotak Business Cycle Fund Regular-growth | 3,302.3 | +2.07% | +10.14% | +8.02% | +8.77% | +16.16% | — |
| Kotak Business Cycle Fund Direct-idcw | 3,302.3 | +2.18% | +10.52% | +8.72% | +10.22% | +17.83% | — |
| Kotak Business Cycle Fund Regular-idcw | 3,302.3 | +2.07% | +10.14% | +8.02% | +8.77% | +16.16% | — |
| HDFC Business Cycle Fund Regular-growth | 2,703.4 | +1.53% | +8.80% | +6.30% | +5.53% | +11.70% | — |
| HDFC Business Cycle Fund Direct-growth | 2,703.4 | +1.62% | +9.09% | +6.83% | +6.66% | +13.01% | — |
Top funds are based on Fund AUM
Top Funds
| Fund name | ||||
|---|---|---|---|---|
| Icici Prudential Business Cycle Fund Direct-growth | ₹26.59 | +16.71% | +17.76% | — |
| Icici Prudential Business Cycle Fund Direct-idcw | ₹19.36 | +16.71% | +17.76% | — |
| Icici Prudential Business Cycle Fund-growth | ₹24.93 | +15.58% | +16.45% | — |
| Icici Prudential Business Cycle Fund-idcw | ₹17.82 | +15.58% | +16.45% | — |
| Hsbc Business Cycles Fund Direct-growth | ₹48.44 | +17.09% | +16.29% | — |
| Hsbc Business Cycles Fund Direct-idcw | ₹27.92 | +17.09% | +16.29% | — |
| Hsbc Business Cycles Fund Regular-growth | ₹43.48 | +15.79% | +15.01% | — |
| Hsbc Business Cycles Fund Regular-idcw | ₹25.20 | +15.79% | +15.01% | — |
growth is based on 5Y returns of the funds
Historical NAV
| Date | NAV |
|---|---|
| 03 Aug 2026 | ₹14.84 |
| 31 Jul 2026 | ₹14.59 |
| 30 Jul 2026 | ₹14.50 |
| 29 Jul 2026 | ₹14.62 |
| 28 Jul 2026 | ₹14.47 |
| 27 Jul 2026 | ₹14.47 |
| 24 Jul 2026 | ₹14.22 |
| 23 Jul 2026 | ₹14.27 |
| 22 Jul 2026 | ₹14.34 |
| 21 Jul 2026 | ₹14.53 |
| 20 Jul 2026 | ₹14.49 |
| 17 Jul 2026 | ₹14.50 |
| 16 Jul 2026 | ₹14.54 |
| 15 Jul 2026 | ₹14.53 |
| 14 Jul 2026 | ₹14.45 |
| 13 Jul 2026 | ₹14.64 |
| 10 Jul 2026 | ₹14.63 |
| 09 Jul 2026 | ₹14.50 |
| 08 Jul 2026 | ₹14.26 |
| 07 Jul 2026 | ₹14.56 |
| 06 Jul 2026 | ₹14.69 |
| 03 Jul 2026 | ₹14.65 |
| 02 Jul 2026 | ₹14.54 |
| 01 Jul 2026 | ₹14.52 |
| 30 Jun 2026 | ₹14.37 |
| 29 Jun 2026 | ₹14.28 |
| 25 Jun 2026 | ₹14.30 |
| 24 Jun 2026 | ₹14.30 |
| 23 Jun 2026 | ₹14.15 |
| 22 Jun 2026 | ₹14.27 |
Portfolio Updated on: 04 Aug, 2026
Fund Growth & Size Analysis
+₹1,201.2 Cr
Since Launch
This Fund
Category Average
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