Invesco India Business Cycle Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Invesco India Business Cycle Growth Direct Plan

NAV
₹12.4700
+3.40%
(3 Feb)
AUM
947 Cr
TER
0.59%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+16.6%
+15.3%
+14.4%
+6.4%
NA
3Y
+32.8%
+33.1%
+30.6%
+30.7%
NA
5Y
+30.0%
+28.8%
+29.7%
+21.1%
NA
ALL
+12.2%
+16.8%
+24.5%
+17.5%
+24.7%
VOL
20.0%
19.6%
21.9%
16.1%
16.1%
TER
0.8%
0.9%
0.6%
0.5%
0.6%
AUM
₹5,817 Cr
₹1,449 Cr
₹5,643 Cr
₹8,304 Cr
₹947 Cr
INFO
0.61
0.86
1.12
1.08
1.53
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Invesco India Business Cycle (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
AU Small Finance Bank Ltd
5.6%
InterGlobe Aviation Ltd
5.6%
Swiggy Ltd
4.9%
Trent Ltd
4.6%
Sai Life Sciences Ltd
4.5%
Max Healthcare Institute Ltd Ordinary Shares
4.5%
Eternal Ltd
4.4%
Cholamandalam Investment and Finance Co Ltd
4.3%
L&T Finance Ltd
4.0%
The Federal Bank Ltd
4.0%
Top industry exposure
Financial Services
28.8%
Healthcare
18.4%
Consumer Cyclical
18.3%
Industrials
11.9%
Real Estate
10.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
-
Lock-in period
-
Exit load
• 0.5% for redemption within 90 days
Fund 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.
Fund manager(s)
Aditya Khemani

FAQs