Fund Overview of Invesco India Business Cycle Fund Regular-Growth
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₹1,201.2 CrAUM
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₹14.51NAV
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2.29%Expense Ratio
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Invesco India Business Cycle Fund Regular-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 15.07% | NA | NA |
| 6 Months | 18.06% | NA | NA |
| 1 Year | 18.53% | 18.53% | NA |
Asset Allocation of Invesco India Business Cycle Fund Regular-Growth
equities
95.49%other assets or cash equivalents
4.51%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 ₹1,201.2 crore as on Tue Jun 30, 2026. The expense ratio stands at 2.29%. Fund Manager Manager Education Fund Manager Manager EducationAbout Invesco India Business Cycle Fund Regular-Growth
The portfolio allocation consists of 95.49% in equities, 4.51% in other assets or cash equivalents.Managed by Amit Ganatra, it has delivered a return of 18.53% in the last year, a total return since inception of 29.73%.
Identifying a suitable best sip plays a key role for financial planning.
Invesco India Business Cycle Fund Regular-Growth Fund Details
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Compare Invesco India Business Cycle Fund Regular-Growth with other mutual funds in the same category
Invesco India Business Cycle Fund Regular-Growth
ICICI Prudential Business Cycle Fund Direct-Growth
ICICI Prudential Business Cycle Fund Direct-IDCW
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
| ICICI Prudential Business Cycle Fund Direct-Growth |
₹16,138 | 0.68% | 2.58% | 3.58% | 16.71% | 17.76% |
| ICICI Prudential Business Cycle Fund Direct-IDCW |
₹16,138 | 0.68% | 2.58% | 3.58% | 16.71% | 17.76% |
| ICICI Prudential Business Cycle Fund-Growth |
₹16,138 | 0.61% | 2.34% | 2.59% | 15.58% | 16.45% |
| ICICI Prudential Business Cycle Fund-IDCW |
₹16,138 | 0.61% | 2.34% | 2.59% | 15.58% | 16.45% |
| HSBC Business Cycles Fund Direct-Growth |
₹1,183 | 1.48% | 4.44% | 3.11% | 17.09% | 16.29% |
| HSBC Business Cycles Fund Direct-IDCW |
₹1,183 | 1.48% | 4.44% | 3.11% | 17.09% | 16.29% |
| HSBC Business Cycles Fund Regular-Growth |
₹1,183 | 1.38% | 4.12% | 1.90% | 15.79% | 15.01% |
| HSBC Business Cycles Fund Regular-IDCW |
₹1,183 | 1.38% | 4.12% | 1.90% | 15.79% | 15.01% |
More funds from Invesco Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Invesco India Business Cycle Fund Direct-Growth
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₹1,201 | 1.30% | 15.49% | 19.01% | 20.33% | - |
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Invesco India Business Cycle Fund Direct-IDCW
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₹1,201 | 1.30% | 15.49% | 19.01% | 20.33% | - |
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Invesco India Business Cycle Fund Regular-IDCW
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₹1,201 | 1.19% | 15.07% | 18.06% | 18.53% | - |
Invesco India Business Cycle Fund Regular-Growth Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Business Cycle Fund-Growth |
₹16,138 | ₹24.93 | 15.58% | 16.45% | - |
| ICICI Prudential Business Cycle Fund Direct-Growth |
₹16,138 | ₹26.59 | 16.71% | 17.76% | - |
| ICICI Prudential Business Cycle Fund-IDCW |
₹16,138 | ₹17.82 | 15.58% | 16.45% | - |
| ICICI Prudential Business Cycle Fund Direct-IDCW |
₹16,138 | ₹19.36 | 16.71% | 17.76% | - |
| Kotak Business Cycle Fund Regular-Growth |
₹3,302 | ₹17.46 | 16.16% | - | - |
| Kotak Business Cycle Fund Direct-Growth |
₹3,302 | ₹18.50 | 17.83% | - | - |
| Kotak Business Cycle Fund Regular-IDCW |
₹3,302 | ₹16.23 | 16.16% | - | - |
| Kotak Business Cycle Fund Direct-IDCW |
₹3,302 | ₹17.19 | 17.83% | - | - |
| HDFC Business Cycle Fund Regular-Growth |
₹2,703 | ₹15.36 | 11.70% | - | - |
| HDFC Business Cycle Fund Direct-Growth |
₹2,703 | ₹16.06 | 13.01% | - | - |
Invesco India Business Cycle Fund Regular-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Aditya Infotech Ltd. | Technology | 6.45% | ₹77.31 Cr |
| Aditya Infotech Ltd. | Technology | 6.45% | ₹77.31 Cr |
| Aditya Infotech Ltd. | Technology | 6.45% | ₹77.31 Cr |
| Kotak Mahindra Bank Ltd | Financial | 6.10% | ₹73.16 Cr |
| Kotak Mahindra Bank Ltd | Financial | 6.10% | ₹73.16 Cr |
| Kotak Mahindra Bank Ltd | Financial | 6.10% | ₹73.16 Cr |
| Aditya Infotech Ltd. | Technology | 6.55% | ₹69.51 Cr |
| Max Healthcare Institute Ltd | Healthcare | 5.69% | ₹68.16 Cr |
| Max Healthcare Institute Ltd | Healthcare | 5.69% | ₹68.16 Cr |
| Max Healthcare Institute Ltd | Healthcare | 5.69% | ₹68.16 Cr |
| Max Healthcare Institute Ltd | Healthcare | 6.96% | ₹65.91 Cr |
| Interglobe Aviation Ltd | Industrials | 5.21% | ₹62.46 Cr |
| Interglobe Aviation Ltd | Industrials | 5.21% | ₹62.46 Cr |
| Interglobe Aviation Ltd | Industrials | 5.21% | ₹62.46 Cr |
| Max Healthcare Institute Ltd | Healthcare | 5.90% | ₹59.94 Cr |
| Sai Life Sciences Ltd. | Healthcare | 4.87% | ₹58.39 Cr |
| Sai Life Sciences Ltd. | Healthcare | 4.87% | ₹58.39 Cr |
| Sai Life Sciences Ltd. | Healthcare | 4.87% | ₹58.39 Cr |
| Max Healthcare Institute Ltd | Healthcare | 5.49% | ₹58.25 Cr |
| Max Healthcare Institute Ltd | Healthcare | 6.91% | ₹58.08 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Business Cycle Fund Direct-Growth |
₹26.59 | 16.71% | 17.76% | - |
| ICICI Prudential Business Cycle Fund Direct-IDCW |
₹19.36 | 16.71% | 17.76% | - |
| ICICI Prudential Business Cycle Fund-Growth |
₹24.93 | 15.58% | 16.45% | - |
| ICICI Prudential Business Cycle Fund-IDCW |
₹17.82 | 15.58% | 16.45% | - |
| HSBC Business Cycles Fund Direct-Growth |
₹48.44 | 17.09% | 16.29% | - |
| HSBC Business Cycles Fund Direct-IDCW |
₹27.92 | 17.09% | 16.29% | - |
| HSBC Business Cycles Fund Regular-Growth |
₹43.48 | 15.79% | 15.01% | - |
| HSBC Business Cycles Fund Regular-IDCW |
₹25.20 | 15.79% | 15.01% | - |
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 Tue Jun 30, 2026, Invesco India Business Cycle Fund Regular-Growth manages assets worth ₹1,201.2 crore
How has Invesco India Business Cycle Fund Regular-Growth performed recently?
- 3 Months: 15.07%
- 6 Months: 18.06%
What is the long-term performance of Invesco India Business Cycle Fund Regular-Growth?
- Since Inception: 29.73%
What is the portfolio composition of Invesco India Business Cycle Fund Regular-Growth?
Equity: 95.49%, Others: 4.51%.
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: 32.35%, Mid Cap: 34.28%, Small Cap: 33.38%.
Which are the top companies Invesco India Business Cycle Fund Regular-Growth has invested in?
- Aditya Infotech Ltd. – 6.45% of the fund's portfolio
- Aditya Infotech Ltd. – 6.45% of the fund's portfolio
- Aditya Infotech Ltd. – 6.45% of the fund's portfolio
- Kotak Mahindra Bank Ltd – 6.10% of the fund's portfolio
- Kotak Mahindra Bank Ltd – 6.10% of the fund's portfolio
Which are the major sectors Invesco India Business Cycle Fund Regular-Growth focuses on?
- Healthcare – 56.94% of the fund's portfolio
- Technology – 25.90% of the fund's portfolio
- Financial – 18.30% of the fund's portfolio
- Industrials – 15.63% of the fund's portfolio
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