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
₹12.8600
+1.02%
(19 Dec)
AUM
928 Cr
TER
0.59%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+5.2%
+0.6%
+0.6%
+0.1%
NA
3Y
+28.1%
+28.9%
+28.9%
+28.8%
NA
5Y
+29.4%
+23.4%
+23.4%
+23.5%
NA
ALL
+11.9%
+17.5%
+17.5%
+17.5%
+27.3%
VOL
20.0%
17.8%
17.8%
17.8%
16.0%
TER
0.8%
0.5%
0.5%
0.5%
0.6%
AUM
₹5,763 Cr
₹8,189 Cr
₹8,189 Cr
₹8,189 Cr
₹928 Cr
INFO
0.60
0.98
0.98
0.98
1.70
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 30th Nov
Top holdings
AU Small Finance Bank Ltd
5.5%
Max Healthcare Institute Ltd Ordinary Shares
5.1%
Eternal Ltd
4.9%
Swiggy Ltd
4.9%
Trent Ltd
4.7%
Sai Life Sciences Ltd
4.5%
Cholamandalam Investment and Finance Co Ltd
4.4%
InterGlobe Aviation Ltd
4.3%
Aditya Infotech Ltd
4.0%
Amber Enterprises India Ltd Ordinary Shares
3.8%
Top industry exposure
Financial Services
27.3%
Healthcare
19.6%
Consumer Cyclical
18.9%
Industrials
10.9%
Real Estate
10.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
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
Amit Ganatra

FAQs