Invesco India Business Cycle Fund - IDCW - Regular Plan

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  • 0.54 %Nav, as on 07-11-2025

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  • Net Change on 07-11-2025

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  • Assets (Cr.)

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Fund Overview IDCW | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
UTI Transportation and Logistics Fund - Regular Plan - IDCW Apr 11, 2004 13.04 22.69 26.24 1.91 4,008.33
Invesco India PSU Equity Fund - IDCW (Payout / Reinvestment) Nov 18, 2009 2.64 28.23 30.33 2.13 1,465.99
HSBC Business Cycles Fund - Regular IDCW Aug 20, 2014 -2.30 19.85 23.35 2.22 1,161
Quant ESG Integration Strategy Fund - IDCW Option - Regular Plan Nov 05, 2020 -5.15 13.67 26.69 2.42 273.90

Fund Holdings as on 31-October-2025

  • AU Small Finance Bank Limited

  • Sai Life Sciences Limited

  • Max Healthcare Institute Limited

  • Swiggy Limited

  • Trent Limited

  • Cholamandalam Investment and Finance Company Limited ‡

  • InterGlobe Aviation Limited

  • Eternal Limited

  • Prestige Estates Projects Limited

  • Wework India Management Limited

  • Aditya Infotech Limited

  • Amber Enterprises India Limited ‡

  • Global Health Limited

  • L&T Finance Limited

  • Sonata Software Limited

  • Krishna Institute Of Medical Sciences Limited

  • The Federal Bank Limited

  • BSE Limited

  • Apollo Hospitals Enterprise Limited

  • HDFC Asset Management Company Limited

  • Triparty Repo

  • Multi Commodity Exchange of India Limited

  • Max Estates Limited

  • JK Cement Limited

  • Hexaware Technologies Limited

  • United Spirits Limited

  • Glenmark Pharmaceuticals Limited

  • Shriram Finance Limited

  • Dixon Technologies (India) Limited

  • The Phoenix Mills Limited

  • ABB India Limited

  • Timken India Limited

  • Ethos Ltd.

  • Grindwell Norton Limited

  • LTIMindtree Limited

  • Bansal Wire Industries Limited

  • Carborundum Universal Limited

  • Net Receivables / (Payables)

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  • Hospital & Healthcare Services

  • Finance - NBFC

  • e-Commerce

  • Bank - Private

  • Construction - Real Estate

  • Pharmaceuticals & Drugs

  • IT - Software

  • Retailing

  • Airlines

  • Miscellaneous

  • Trading

  • Air Conditioners

  • Finance - Others

  • Finance - Asset Management

  • Finance - Stock Broking

  • Cement & Construction Materials

  • Breweries & Distilleries

  • Consumer Durables - Electronics

  • Abrasives

  • Electric Equipment

  • Bearings

  • Steel & Iron Products

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Fund Manager

  • Cash

  • Equity

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About Invesco India Business Cycle Fund

Scheme Analysis

Invesco India Business Cycle Fund is a Equity - Thematic Fund - Other fund and belongs to Invesco Mutual Fund. It was launched on 27-Feb-2025 and currently has an AUM of ₹863.83 crore. Invesco India Business Cycle Fund is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Invesco India Business Cycle Fund ended up ₹0.07(0.54%)yesterday to ₹12.93.

Among its top 3 holdings the fund has exposure to AU Small Finance Bank Limited, and

The Invesco India Business Cycle Fund is managed by Aditya Khemani and Amit Ganatra.

Fund House Contact

2101-A, A Wing, 21st Floor, Marathon Futurex, N. M. Joshi Marg, Lower Parel Mumbai - 400 013

022 - 67310000
mfservice@religare.com
022 - 23019422