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
₹10.8600
-2.69%
(25 Apr)
AUM
268 Cr
TER
0.57%
Risk
Very High Risk
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+13.0%
+3.9%
+3.9%
+3.9%
NA
3Y
+29.6%
+32.0%
+32.0%
+32.0%
NA
5Y
+33.5%
+33.3%
+33.3%
+33.3%
NA
ALL
+17.9%
+12.1%
+12.1%
+12.1%
+8.6%
VOL
18.0%
20.4%
20.4%
20.4%
24.6%
TER
0.6%
0.8%
0.8%
0.8%
0.6%
AUM
₹6,047 Cr
₹4,789 Cr
₹4,789 Cr
₹4,789 Cr
₹268 Cr
INFO
0.99
0.59
0.59
0.59
0.35
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 Mar
Top holdings
BSE Ltd
5.1%
Krishna Institute of Medical Sciences Ltd
4.5%
Trent Ltd
4.4%
Max Healthcare Institute Ltd Ordinary Shares
4.1%
Sai Life Sciences Ltd
4.0%
InterGlobe Aviation Ltd
4.0%
Triparty Repo
3.9%
Prestige Estates Projects Ltd
3.9%
Cholamandalam Investment and Finance Co Ltd
3.8%
ABB India Ltd
3.8%
Top industry exposure
Financial Services
25.5%
Healthcare
18.2%
Consumer Cyclical
17.5%
Industrials
13.8%
Real Estate
9.5%
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