Invesco India Business Cycle Fund - IDCW
Fund House: Invesco Mutual Fund
Category: Equity: Thematic-Business-Cycle
Status: Open Ended Schemes
Launch Date: 27-02-2025
Minimum Investment: 1000.0
Asset Class:
Minimum Topup: 1000.0
Benchmark: NIFTY 500 TRI
Total Assets: 652.59 As on (29-08-2025)
Expense Ratio: 2.32% As on (31-08-2025)
Turn over: 81.00% | 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
NAV as on 07-10-2025
12.71
0.0
CAGR Since Inception
30.36%
NIFTY 500 TRI 12.44%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Invesco India Business Cycle Fund - IDCW | - | - | - | - | 30.36 |
| NIFTY 500 TRI | 1.13 | 16.66 | 20.42 | 14.26 | 12.44 |
| Equity: Thematic-Business-Cycle | -0.7 | 18.55 | 24.25 | 13.36 | 12.22 |
Funds Manager
Mr. Aditya Khemani Mr. Amit Ganatra
RETURNS CALCULATORS for Invesco India Business Cycle Fund - IDCW
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Invesco India Business Cycle Fund - IDCW
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Invesco India Business Cycle Fund - IDCW
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Invesco India Business Cycle Fund IDCW | 27-02-2025 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal Business Cycle Fund Reg Gr | 27-08-2024 | 14.35 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 05-01-2021 | 5.99 | 23.85 | 23.11 | 0.0 | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 05-09-2022 | 5.09 | 20.08 | 18.01 | 0.0 | 0.0 |
| Sundaram Business Cycle Fund Reg Gr | 25-06-2024 | 4.84 | 0.0 | 0.0 | 0.0 | 0.0 |
| HDFC Business Cycle Fund Gr | 05-11-2022 | 1.89 | 14.66 | 0.0 | 0.0 | 0.0 |
| Axis Business Cycles Fund Reg Gr | 05-02-2023 | 1.65 | 17.37 | 0.0 | 0.0 | 0.0 |
| Bandhan Business Cycle Fund Reg Gr | 01-09-2024 | 1.35 | 0.0 | 0.0 | 0.0 | 0.0 |
| HSBC Business Cycles Fund Reg Gr | 20-08-2014 | 0.44 | 21.86 | 20.73 | 24.25 | 13.36 |
| Union Business Cycle Reg Gr | 05-03-2024 | -1.39 | 0.0 | 0.0 | 0.0 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Invesco India Business Cycle Fund - IDCW
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Invesco India Business Cycle Fund - IDCW | - | - | - | - | - | - |
| Equity: Thematic-Business-Cycle | - | - | - | - | - | - |