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
₹13.1200
-0.23%
(20 Nov)
AUM
864 Cr
TER
0.69%
Risk
Very High Risk
Insights
No insights found for this fund
Compare with other fund
1Y
+12.3%
+12.3%
+12.2%
+12.2%
NA
3Y
+30.8%
+30.8%
+31.1%
+31.1%
NA
5Y
+32.7%
+32.7%
+31.2%
+31.2%
NA
ALL
+12.3%
+12.3%
+16.9%
+16.9%
+31.5%
VOL
20.1%
20.1%
20.1%
20.1%
16.4%
TER
0.8%
0.8%
0.9%
0.9%
0.7%
AUM
₹5,714 Cr
₹5,714 Cr
₹1,466 Cr
₹1,466 Cr
₹864 Cr
INFO
0.61
0.61
0.84
0.84
1.93
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 Oct
Top holdings
AU Small Finance Bank Ltd
5.4%
Sai Life Sciences Ltd
5.0%
Max Healthcare Institute Ltd Ordinary Shares
5.0%
Swiggy Ltd
4.9%
Trent Ltd
4.7%
Cholamandalam Investment and Finance Co Ltd
4.7%
InterGlobe Aviation Ltd
4.4%
Eternal Ltd
4.3%
Prestige Estates Projects Ltd
4.1%
Wework India Management Ltd
4.0%
Top industry exposure
Financial Services
25.9%
Healthcare
21.2%
Consumer Cyclical
18.2%
Real Estate
11.5%
Industrials
10.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
12%
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