Invesco India Business Cycle Fund - IDCW
Fund House: Invesco Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 27-02-2025 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.35% As on (31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 567.37 Cr As on 31-07-2025(Source:AMFI) |
| Turn over: - | 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 |
12.59
0.14 (1.112%)
29.13%
Benchmark: 12.42%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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 - IDCW | 27-02-2025 | - | - | - | - | - |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 10.78 | 19.08 | 17.45 | 24.59 | - |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 7.95 | 45.78 | - | - | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 5.21 | 21.39 | 20.11 | 23.79 | 12.92 |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 4.49 | 21.8 | 22.76 | 29.99 | - |
| ICICI Prudential Housing Opportunities Fund - Growth | 18-04-2022 | 4.44 | 18.6 | 18.04 | - | - |
| ICICI Prudential Commodities Fund - Growth Option | 05-10-2019 | 2.69 | 17.27 | 19.06 | 30.75 | - |
| Edelweiss Recently Listed IPO Fund Regular Plan Growth | 16-02-2018 | 1.7 | 14.47 | 14.76 | 20.04 | - |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 0.55 | 29.13 | 28.74 | 28.82 | 15.7 |
| SBI COMMA Fund - REGULAR PLAN - Growth | 05-08-2005 | -0.62 | 18.58 | 16.03 | 20.42 | 15.69 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
20.23%
Others
3.16%
Large Cap
35.49%
Mid Cap
41.12%
