Invesco India Business Cycle Fund Regular-growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 3.89%
NAV: ₹12.98 as on Wed Nov 19, 2025
Fund NAV

Fund Overview of Invesco India Business Cycle Fund Regular-growth

  • ₹567.4 Cr
    AUM
  • ₹12.98
    NAV
  • 2.32%
    Expense Ratio
As on Wed Nov 19, 2025

Returns of Invesco India Business Cycle Fund Regular-growth

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 3.89% NA NA
6 Months 27.56% NA NA
As on Wed Nov 19, 2025

Asset Allocation

equities

99.26%

other assets or cash equivalents

0.74%
Large Cap: 32.40%
Mid Cap: 42.41%
Small Cap: 25.19%
Other: 0.00%
Top Holdings
Au Small Finance Bank Ltd
5.44%
Au Small Finance Bank Ltd
5.44%
Sai Life Sciences Ltd.
5.03%
Sai Life Sciences Ltd.
5.03%
Max Healthcare Institute Ltd
4.99%
 
Top Sectors
Financial
117.24%
Healthcare
107.07%
Technology
91.48%
Consumer Discretionary
52.47%
Industrials
41.31%
Detailed Portfolio Analysis
As on Wed Nov 19, 2025
Invest Now

About Fund

About Invesco India Business Cycle Fund Regular-growth

Launched on 27 Feb 2025, the fund aims Capital appreciation over long term. Investments predominantly in equity and equity related instruments with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. It manages assets worth ₹567.4 crore as on Thu Jul 31, 2025. The expense ratio stands at 2.32%.
The portfolio allocation consists of 99.26% in equities, 0.74% in other assets or cash equivalents. Managed by Amit Ganatra, it has delivered a return of 0.00% in the last year, a total return since inception of 28.20%.

Read more
  • Aditya Khemani

    Fund Manager

  • Mr. Khemani has done B.Com (Hons) and PGDM from IIM, Lucknow.

    Manager Education

  • Amit Ganatra

    Fund Manager

  • Mr. Ganatra holds a Commerce degree and is a Charted Accountant. He is also a Chartered Financial Analyst from AIMR.

    Manager Education

Fund Details

Fund Names Invesco India Business Cycle Fund Regular-growth
Inception Date 27 Feb 2025
Lock In No Lock-in
 
Risk Principal at very high risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

More funds from Invesco Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Invesco India Business Cycle Fund Direct-growth increase ₹567 -0.23% 1.78% 14.06% - -
Invesco India Business Cycle Fund Regular-idcw increase ₹567 -0.38% 1.33% 13.07% - -
Invesco India Business Cycle Fund Direct-idcw increase ₹567 -0.23% 1.78% 14.06% - -
increase growth is based on 1-month returns of the funds

Mutual Fund Calculator

I want to invest Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
I want to invest for Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 29
  • 31
  • 32
  • 33
  • 34
  • 36
  • 37
  • 38
  • 39
  • 40
Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 30
Total Investment
Wealth Gained
Total Wealth
Start Investing
I want to save
I want to invest for Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 29
  • 31
  • 32
  • 33
  • 34
  • 36
  • 37
  • 38
  • 39
  • 40
Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 30
Total Investment
Wealth Gained
Monthly Investment
Invest Now
You can also get Tax Free Maturity/ Returns? You can also get Tax Free Maturity/ Returns?

Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
ICICI Prudential Business Cycle Fund - Growth trend ₹13,479 ₹25.71 22.61% - -
ICICI Prudential Business Cycle Fund Direct - Growth trend ₹13,479 ₹27.24 23.88% - -
Tata Business Cycle Fund Direct - Growth trend ₹2,898 ₹20.44 19.46% - -
Tata Business Cycle Fund Regular - Growth trend ₹2,898 ₹19.08 17.62% - -
Aditya Birla Sun Life Business Cycle Fund Direct-growth trend ₹1,759 ₹16.36 14.90% - -
Aditya Birla Sun Life Business Cycle Fund Regular-growth trend ₹1,759 ₹15.53 13.56% - -
View More
Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
Au Small Finance Bank LtdFinancial5.44%₹46.98 Cr
Au Small Finance Bank LtdFinancial5.44%₹46.98 Cr
Sai Life Sciences Ltd.Healthcare5.03%₹43.44 Cr
Sai Life Sciences Ltd.Healthcare5.03%₹43.44 Cr
Max Healthcare Institute LtdHealthcare4.99%₹43.11 Cr
Max Healthcare Institute LtdHealthcare4.99%₹43.11 Cr
Swiggy Ltd.Technology4.91%₹42.45 Cr
Swiggy Ltd.Technology4.91%₹42.45 Cr
Trent LtdConsumer Discretionary4.72%₹40.81 Cr
Trent LtdConsumer Discretionary4.72%₹40.81 Cr
Cholamandalam Investment & Finance Company LtdFinancial4.66%₹40.27 Cr
Cholamandalam Investment & Finance Company LtdFinancial4.66%₹40.27 Cr
Au Small Finance Bank LtdFinancial5.16%₹39.15 Cr
Au Small Finance Bank LtdFinancial5.16%₹39.15 Cr
Cholamandalam Investment & Finance Company LtdFinancial5.04%₹38.23 Cr
Cholamandalam Investment & Finance Company LtdFinancial5.04%₹38.23 Cr
Swiggy Ltd.Technology5.02%₹38.13 Cr
Swiggy Ltd.Technology5.02%₹38.13 Cr
Zomato LtdTechnology4.98%₹37.83 Cr
Zomato LtdTechnology4.98%₹37.83 Cr
Interglobe Aviation LtdIndustrials4.35%₹37.61 Cr
Interglobe Aviation LtdIndustrials4.35%₹37.61 Cr
Max Healthcare Institute LtdHealthcare4.95%₹37.56 Cr
Max Healthcare Institute LtdHealthcare4.95%₹37.56 Cr
Interglobe Aviation LtdIndustrials4.93%₹37.41 Cr
Interglobe Aviation LtdIndustrials4.93%₹37.41 Cr
Zomato LtdTechnology4.27%₹36.93 Cr
Zomato LtdTechnology4.27%₹36.93 Cr
Trent LtdConsumer Discretionary4.81%₹36.55 Cr
Trent LtdConsumer Discretionary4.81%₹36.55 Cr
Prestige Estates Projects LtdReal Estate4.09%₹35.35 Cr
Prestige Estates Projects LtdReal Estate4.09%₹35.35 Cr
Wework India Management Ltd.3.99%₹34.45 Cr
Wework India Management Ltd.3.99%₹34.45 Cr
Sai Life Sciences Ltd.Healthcare4.21%₹31.92 Cr
Sai Life Sciences Ltd.Healthcare4.21%₹31.92 Cr
Aditya Infotech Ltd.Technology3.64%₹31.46 Cr
Aditya Infotech Ltd.Technology3.64%₹31.46 Cr
Amber Enterprises India LtdConsumer Discretionary3.62%₹31.27 Cr
Amber Enterprises India LtdConsumer Discretionary3.62%₹31.27 Cr
Zomato LtdTechnology5.50%₹31.22 Cr
Prestige Estates Projects LtdReal Estate4.03%₹30.60 Cr
Prestige Estates Projects LtdReal Estate4.03%₹30.60 Cr
Global Health LtdHealthcare3.82%₹28.97 Cr
Global Health LtdHealthcare3.82%₹28.97 Cr
Global Health LtdHealthcare3.35%₹28.91 Cr
Global Health LtdHealthcare3.35%₹28.91 Cr
L&t Finance Holdings LtdFinancial3.29%₹28.41 Cr
L&t Finance Holdings LtdFinancial3.29%₹28.41 Cr
Sonata Software LtdTechnology3.28%₹28.34 Cr
Sonata Software LtdTechnology3.28%₹28.34 Cr
Max Healthcare Institute LtdHealthcare4.94%₹28.05 Cr
Trent LtdConsumer Discretionary4.91%₹27.86 Cr
Krishna Institute Of Medical Sciences LtdHealthcare3.20%₹27.64 Cr
Krishna Institute Of Medical Sciences LtdHealthcare3.20%₹27.64 Cr
Swiggy Ltd.Technology4.83%₹27.41 Cr
Sonata Software LtdTechnology3.49%₹26.52 Cr
Sonata Software LtdTechnology3.49%₹26.52 Cr
Interglobe Aviation LtdIndustrials4.67%₹26.51 Cr
The Federal Bank LtdFinancial3.03%₹26.20 Cr
The Federal Bank LtdFinancial3.03%₹26.20 Cr
L&t Finance Holdings LtdFinancial3.45%₹26.18 Cr
L&t Finance Holdings LtdFinancial3.45%₹26.18 Cr
Aditya Infotech Ltd.Technology3.38%₹25.65 Cr
Aditya Infotech Ltd.Technology3.38%₹25.65 Cr
Bse LtdFinancial2.96%₹25.59 Cr
Bse LtdFinancial2.96%₹25.59 Cr
Apollo Hospitals Enterprise LtdHealthcare2.91%₹25.18 Cr
Apollo Hospitals Enterprise LtdHealthcare2.91%₹25.18 Cr
Bse LtdFinancial4.42%₹25.05 Cr
Sai Life Sciences Ltd.Healthcare4.30%₹24.38 Cr
Apollo Hospitals Enterprise LtdHealthcare3.20%₹24.28 Cr
Apollo Hospitals Enterprise LtdHealthcare3.20%₹24.28 Cr
RepoUnspecified3.13%₹23.79 Cr
RepoUnspecified3.13%₹23.79 Cr
Hdfc Asset Management Company LtdFinancial2.58%₹22.30 Cr
Hdfc Asset Management Company LtdFinancial2.58%₹22.30 Cr
Global Health LtdHealthcare3.87%₹21.97 Cr
Amber Enterprises India LtdConsumer Discretionary2.87%₹21.78 Cr
Amber Enterprises India LtdConsumer Discretionary2.87%₹21.78 Cr
Apollo Hospitals Enterprise LtdHealthcare3.82%₹21.65 Cr
L&t Finance Holdings LtdFinancial3.75%₹21.28 Cr
Prestige Estates Projects LtdReal Estate3.74%₹21.23 Cr
Bse LtdFinancial2.77%₹21.06 Cr
Bse LtdFinancial2.77%₹21.06 Cr
Krishna Institute Of Medical Sciences LtdHealthcare2.61%₹19.83 Cr
Krishna Institute Of Medical Sciences LtdHealthcare2.61%₹19.83 Cr
RepoUnspecified2.29%₹19.82 Cr
RepoUnspecified2.29%₹19.82 Cr
Hdfc Asset Management Company LtdFinancial3.48%₹19.77 Cr
Multi Commodity Exchange Of India LtdFinancial2.27%₹19.60 Cr
Multi Commodity Exchange Of India LtdFinancial2.27%₹19.60 Cr
Cholamandalam Investment & Finance Company LtdFinancial3.41%₹19.37 Cr
Hdfc Asset Management Company LtdFinancial2.55%₹19.36 Cr
Hdfc Asset Management Company LtdFinancial2.55%₹19.36 Cr
Krishna Institute Of Medical Sciences LtdHealthcare3.39%₹19.21 Cr
Max Estates LtdReal Estate2.14%₹18.51 Cr
Max Estates LtdReal Estate2.14%₹18.51 Cr
Jk Cement LtdMaterials2.43%₹18.43 Cr
Jk Cement LtdMaterials2.43%₹18.43 Cr
Max Estates LtdReal Estate2.42%₹18.38 Cr
Max Estates LtdReal Estate2.42%₹18.38 Cr
Jk Cement LtdMaterials2.10%₹18.17 Cr
Jk Cement LtdMaterials2.10%₹18.17 Cr
Multi Commodity Exchange Of India LtdFinancial2.18%₹16.53 Cr
Multi Commodity Exchange Of India LtdFinancial2.18%₹16.53 Cr
Max Estates LtdReal Estate2.91%₹16.50 Cr
Blue Star LtdIndustrials2.17%₹16.49 Cr
Blue Star LtdIndustrials2.17%₹16.49 Cr
Glenmark Pharmaceuticals LtdHealthcare2.89%₹16.41 Cr
Multi Commodity Exchange Of India LtdFinancial2.87%₹16.31 Cr
Hexaware Technologies Limited Eq New Fv Rs.2/-Technology1.77%₹15.31 Cr
Hexaware Technologies Limited Eq New Fv Rs.2/-Technology1.77%₹15.31 Cr
Blue Star LtdIndustrials2.69%₹15.24 Cr
Dixon Technologies (india) LtdConsumer Discretionary2.68%₹15.23 Cr
Glenmark Pharmaceuticals LtdHealthcare1.98%₹15.01 Cr
Glenmark Pharmaceuticals LtdHealthcare1.98%₹15.01 Cr
Hexaware Technologies Limited Eq New Fv Rs.2/-Technology1.97%₹14.93 Cr
Hexaware Technologies Limited Eq New Fv Rs.2/-Technology1.97%₹14.93 Cr
United Spirits LtdConsumer Staples1.73%₹14.90 Cr
United Spirits LtdConsumer Staples1.73%₹14.90 Cr
Dixon Technologies (india) LtdConsumer Discretionary1.94%₹14.76 Cr
Dixon Technologies (india) LtdConsumer Discretionary1.94%₹14.76 Cr
Glenmark Pharmaceuticals LtdHealthcare1.68%₹14.54 Cr
Glenmark Pharmaceuticals LtdHealthcare1.68%₹14.54 Cr
Shriram Transport Finance Company LtdFinancial1.66%₹14.34 Cr
Shriram Transport Finance Company LtdFinancial1.66%₹14.34 Cr
Dixon Technologies (india) LtdConsumer Discretionary1.62%₹14.01 Cr
Dixon Technologies (india) LtdConsumer Discretionary1.62%₹14.01 Cr
United Spirits LtdConsumer Staples2.46%₹13.96 Cr
Sonata Software LtdTechnology2.45%₹13.90 Cr
United Spirits LtdConsumer Staples1.82%₹13.79 Cr
United Spirits LtdConsumer Staples1.82%₹13.79 Cr
Aditya Infotech Ltd.Technology2.29%₹13.00 Cr
Jk Cement LtdMaterials2.26%₹12.82 Cr
Shriram Transport Finance Company LtdFinancial2.13%₹12.08 Cr
Shriram Transport Finance Company LtdFinancial1.55%₹11.80 Cr
Shriram Transport Finance Company LtdFinancial1.55%₹11.80 Cr
Abb India LtdIndustrials2.05%₹11.64 Cr
Vishal Mega Mart Ltd.Consumer Staples1.50%₹11.42 Cr
Vishal Mega Mart Ltd.Consumer Staples1.50%₹11.42 Cr
Phoenix Mills LtdReal Estate1.31%₹11.28 Cr
Phoenix Mills LtdReal Estate1.31%₹11.28 Cr
Vishal Mega Mart Ltd.Consumer Staples1.89%₹10.70 Cr
Phoenix Mills LtdReal Estate1.37%₹10.43 Cr
Phoenix Mills LtdReal Estate1.37%₹10.43 Cr
Net ReceivablesUnspecified1.85%₹10.35 Cr
Phoenix Mills LtdReal Estate1.75%₹9.95 Cr
Abb India LtdIndustrials1.03%₹8.86 Cr
Abb India LtdIndustrials1.03%₹8.86 Cr
Abb India LtdIndustrials1.16%₹8.80 Cr
Abb India LtdIndustrials1.16%₹8.80 Cr
RepoUnspecified1.31%₹7.45 Cr
Timken India LtdIndustrials1.28%₹7.28 Cr
Timken India LtdIndustrials0.80%₹6.90 Cr
Timken India LtdIndustrials0.80%₹6.90 Cr
Timken India LtdIndustrials0.87%₹6.60 Cr
Timken India LtdIndustrials0.87%₹6.60 Cr
Bansal Wire Industries Ltd.Materials1.04%₹5.90 Cr
Ethos LtdConsumer Discretionary0.67%₹5.78 Cr
Ethos LtdConsumer Discretionary0.67%₹5.78 Cr
Ethos LtdConsumer Discretionary0.97%₹5.49 Cr
Grindwell Norton LtdMaterials0.64%₹5.49 Cr
Grindwell Norton LtdMaterials0.64%₹5.49 Cr
Grindwell Norton LtdMaterials0.68%₹5.16 Cr
Grindwell Norton LtdMaterials0.68%₹5.16 Cr
Ethos LtdConsumer Discretionary0.66%₹5.04 Cr
Ethos LtdConsumer Discretionary0.66%₹5.04 Cr
Bansal Wire Industries Ltd.Materials0.66%₹5.03 Cr
Bansal Wire Industries Ltd.Materials0.66%₹5.03 Cr
Grindwell Norton LtdMaterials0.88%₹5.01 Cr
The Indian Hotels Company LtdConsumer Discretionary0.85%₹4.81 Cr
Ltimindtree LtdTechnology0.55%₹4.77 Cr
Ltimindtree LtdTechnology0.55%₹4.77 Cr
The Indian Hotels Company LtdConsumer Discretionary0.62%₹4.68 Cr
The Indian Hotels Company LtdConsumer Discretionary0.62%₹4.68 Cr
Bansal Wire Industries Ltd.Materials0.52%₹4.53 Cr
Bansal Wire Industries Ltd.Materials0.52%₹4.53 Cr
Ltimindtree LtdTechnology0.57%₹4.32 Cr
Ltimindtree LtdTechnology0.57%₹4.32 Cr
Ltimindtree LtdTechnology0.75%₹4.28 Cr
Carborundum Universal LtdMaterials0.72%₹4.10 Cr
Carborundum Universal LtdMaterials0.54%₹4.08 Cr
Carborundum Universal LtdMaterials0.54%₹4.08 Cr
Carborundum Universal LtdMaterials0.46%₹3.97 Cr
Carborundum Universal LtdMaterials0.46%₹3.97 Cr
Net PayablesUnspecified-1.49%₹-11.37 Cr
Net PayablesUnspecified-1.49%₹-11.37 Cr
Net PayablesUnspecified-1.55%₹-13.64 Cr
Net PayablesUnspecified-1.55%₹-13.64 Cr
View More

Frequently Asked Questions

Invesco India Business Cycle Fund Regular-growth

What is the current AUM of Invesco India Business Cycle Fund Regular-growth?

As of Thu Jul 31, 2025, Invesco India Business Cycle Fund Regular-growth manages assets worth ₹567.4 crore

How has Invesco India Business Cycle Fund Regular-growth performed recently?

  • 3 Months: 3.89%
  • 6 Months: 27.56%

What is the long-term performance of Invesco India Business Cycle Fund Regular-growth?

  • Since Inception: 28.20%

What is the portfolio composition of Invesco India Business Cycle Fund Regular-growth?

Equity: 99.26%, Others: 0.74%.

Who manages Invesco India Business Cycle Fund Regular-growth?

Invesco India Business Cycle Fund Regular-growth is managed by Amit Ganatra from Invesco Mutual Fund.

What is the market-cap allocation of Invesco India Business Cycle Fund Regular-growth?

Large Cap: 32.40%, Mid Cap: 42.41%, Small Cap: 25.19%.

Which are the top companies Invesco India Business Cycle Fund Regular-growth has invested in?

  • AU Small Finance Bank Ltd – 5.44% of the fund's portfolio
  • AU Small Finance Bank Ltd – 5.44% of the fund's portfolio
  • Sai Life Sciences Ltd. – 5.03% of the fund's portfolio
  • Sai Life Sciences Ltd. – 5.03% of the fund's portfolio
  • Max Healthcare Institute Ltd – 4.99% of the fund's portfolio

Which are the major sectors Invesco India Business Cycle Fund Regular-growth focuses on?

  • Financial – 117.24% of the fund's portfolio
  • Healthcare – 107.07% of the fund's portfolio
  • Technology – 91.48% of the fund's portfolio
  • Consumer Discretionary – 52.47% of the fund's portfolio
  • Industrials – 41.31% of the fund's portfolio
View more FAQ's

Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.

Please consult your financial advisor for an informed decision.

Past performance may not be indicative of future results.

The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.

Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.

For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.

For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.

Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved

^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

Close
Download the Policybazaar app
to manage all your insurance needs.
INSTALL
Claude
top

Become a Crorepati

Invest ₹10K/Month & Get ₹1 Crore# Returns

Mobile +91
*T&C Applied.