Invesco India Business Cycle IDCW Payout Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹1,000

Invesco India Business Cycle IDCW Payout Direct Plan

NAV
₹12.4700
+0.65%
(30 Jun)
AUM
350 Cr
TER
0.69%
Risk
Very High Risk
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+0.5%
+0.5%
-2.6%
-2.6%
NA
3Y
+39.8%
+39.8%
+40.6%
+40.6%
NA
5Y
+31.9%
+31.9%
+30.6%
+30.6%
NA
ALL
+12.3%
+12.3%
+17.1%
+17.1%
+24.7%
VOL
20.3%
20.3%
20.3%
20.3%
20.7%
TER
0.8%
0.8%
0.9%
0.9%
0.7%
AUM
₹5,259 Cr
₹5,259 Cr
₹1,394 Cr
₹1,394 Cr
₹350 Cr
INFO
0.60
0.60
0.84
0.84
1.19
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 IDCW Payout (DP)
₹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 May
Top holdings
Triparty Repo
5.8%
BSE Ltd
5.7%
InterGlobe Aviation Ltd
4.8%
Trent Ltd
4.4%
Prestige Estates Projects Ltd
4.3%
Krishna Institute of Medical Sciences Ltd
4.1%
Multi Commodity Exchange of India Ltd
4.0%
Swiggy Ltd
3.9%
Max Healthcare Institute Ltd Ordinary Shares
3.7%
HDFC Asset Management Co Ltd
3.7%
Top industry exposure
Financial Services
22.8%
Healthcare
19.2%
Consumer Cyclical
17.6%
Industrials
13.3%
Real Estate
8.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
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
Amit Ganatra

FAQs