Invesco India Business Cycle Fund - Growth
Fund House: Invesco Mutual Fund| Category: Equity: Thematic-Business-Cycle |
| Launch Date: 27-02-2025 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.25% As on (30-03-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 846.54 Cr As on 31-03-2026(Source:AMFI) |
| Turn over: 16.87% | Exit Load: if units are redeemed/switched out on or before 3 months from the date of allotment: 0.50% if units are redeemed/switched-out after 3 months: Nil Switch between the Plans under the Scheme: Nil |
12.79
0 (0.0%)
26.04%
Benchmark: 12.16%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Invesco India Business Cycle Fund - Growth | 27-02-2025 | 15.43 | - | - | - | - |
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 11-09-2023 | 10.06 | 6.56 | - | - | - |
| Union Business Cycle Fund - Regular Plan - Growth Option | 05-03-2024 | 6.51 | 3.98 | - | - | - |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 6.37 | 7.35 | 20.19 | 18.15 | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 6.28 | 9.33 | 16.96 | - | - |
| Bank of India Business Cycle Fund - Regular Plan - Growth | 05-08-2024 | 6.1 | - | - | - | - |
| DSP Business Cycle Fund - Regular - Growth | 17-12-2024 | 5.96 | - | - | - | - |
| Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth | 15-09-2021 | 4.86 | 3.44 | 15.48 | - | - |
| Aditya Birla Sun Life Business Cycle Fund-Regular-Growth | 06-12-2021 | 4.81 | 6.21 | 13.29 | - | - |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 4.74 | 6.0 | 18.27 | 17.21 | 14.15 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
30.52%
Others
1.42%
Large Cap
28.98%
Mid Cap
39.08%
