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

Invesco India Business Cycle IDCW Payout Direct Plan

NAV
₹11.7100
+1.30%
(17 Mar)
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 below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+24.5%
+24.5%
+24.5%
+22.4%
+19.4%
3Y
+33.1%
+33.1%
+33.1%
+30.6%
NA
5Y
+27.0%
+27.0%
+27.0%
+25.2%
NA
ALL
+12.1%
+12.1%
+12.1%
+16.1%
+16.3%
VOL
20.0%
20.0%
20.0%
20.1%
16.5%
TER
0.8%
0.8%
0.8%
0.9%
0.6%
AUM
₹6,545 Cr
₹6,545 Cr
₹6,545 Cr
₹1,511 Cr
₹947 Cr
INFO
0.60
0.60
0.60
0.80
0.98
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 28th Feb
Top holdings
Max Healthcare Institute Ltd Ordinary Shares
7.0%
InterGlobe Aviation Ltd
5.9%
Sai Life Sciences Ltd
5.0%
Prestige Estates Projects Ltd
4.9%
Amber Enterprises India Ltd Ordinary Shares
4.7%
Cholamandalam Investment and Finance Co Ltd
4.3%
Aditya Infotech Ltd
4.3%
Trent Ltd
4.2%
IndusInd Bank Ltd
4.0%
The Federal Bank Ltd
4.0%
Top industry exposure
Financial Services
28.7%
Healthcare
22.1%
Consumer Cyclical
17.2%
Industrials
13.0%
Real Estate
10.5%
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