Invesco India Business Cycle Fund Regular-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 15.07%
Fund NAV

Fund Overview of Invesco India Business Cycle Fund Regular-Growth

  • ₹1,201.2 Cr
    AUM
  • ₹14.51
    NAV
  • 2.29%
    Expense Ratio
As on Mon Aug 03, 2026
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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.

The total value of your investment after 10 years will be
1,39,328.64
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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
As on Mon Aug 03, 2026

Asset Allocation of Invesco India Business Cycle Fund Regular-Growth

equities

95.49%

other assets or cash equivalents

4.51%
Large Cap: 32.35%
Mid Cap: 34.28%
Small Cap: 33.38%
Other: 0.00%
Top Holdings
Aditya Infotech Ltd.
6.45%
Aditya Infotech Ltd.
6.45%
Aditya Infotech Ltd.
6.45%
Kotak Mahindra Bank Ltd
6.10%
Kotak Mahindra Bank Ltd
6.10%
 
Top Sectors
Healthcare
56.94%
Technology
25.90%
Financial
18.30%
Industrials
15.63%
Detailed Portfolio Analysis
As on Mon Aug 03, 2026
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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 ₹1,201.2 crore as on Tue Jun 30, 2026. The expense ratio stands at 2.29%.
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.

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

Invesco India Business Cycle Fund Regular-Growth 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

Compare Mutual Funds
Invesco India Business Cycle Fund Regular-Growth Fund Returns Comparison

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

Compare more funds

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
ICICI Prudential Business Cycle Fund Direct-Growth trend ₹16,138 0.68% 2.58% 3.58% 16.71% 17.76%
ICICI Prudential Business Cycle Fund Direct-IDCW trend ₹16,138 0.68% 2.58% 3.58% 16.71% 17.76%
ICICI Prudential Business Cycle Fund-Growth trend ₹16,138 0.61% 2.34% 2.59% 15.58% 16.45%
ICICI Prudential Business Cycle Fund-IDCW trend ₹16,138 0.61% 2.34% 2.59% 15.58% 16.45%
HSBC Business Cycles Fund Direct-Growth trend ₹1,183 1.48% 4.44% 3.11% 17.09% 16.29%
HSBC Business Cycles Fund Direct-IDCW trend ₹1,183 1.48% 4.44% 3.11% 17.09% 16.29%
HSBC Business Cycles Fund Regular-Growth trend ₹1,183 1.38% 4.12% 1.90% 15.79% 15.01%
HSBC Business Cycles Fund Regular-IDCW trend ₹1,183 1.38% 4.12% 1.90% 15.79% 15.01%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Invesco Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Invesco India Business Cycle Fund Direct-Growth increase ₹1,201 1.30% 15.49% 19.01% 20.33% -
Invesco India Business Cycle Fund Direct-IDCW increase ₹1,201 1.30% 15.49% 19.01% 20.33% -
Invesco India Business Cycle Fund Regular-IDCW increase ₹1,201 1.19% 15.07% 18.06% 18.53% -
increase growth is based on 1-month returns of the funds

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 trend ₹16,138 ₹24.93 15.58% 16.45% -
ICICI Prudential Business Cycle Fund Direct-Growth trend ₹16,138 ₹26.59 16.71% 17.76% -
ICICI Prudential Business Cycle Fund-IDCW trend ₹16,138 ₹17.82 15.58% 16.45% -
ICICI Prudential Business Cycle Fund Direct-IDCW trend ₹16,138 ₹19.36 16.71% 17.76% -
Kotak Business Cycle Fund Regular-Growth trend ₹3,302 ₹17.46 16.16% - -
Kotak Business Cycle Fund Direct-Growth trend ₹3,302 ₹18.50 17.83% - -
Kotak Business Cycle Fund Regular-IDCW trend ₹3,302 ₹16.23 16.16% - -
Kotak Business Cycle Fund Direct-IDCW trend ₹3,302 ₹17.19 17.83% - -
HDFC Business Cycle Fund Regular-Growth trend ₹2,703 ₹15.36 11.70% - -
HDFC Business Cycle Fund Direct-Growth trend ₹2,703 ₹16.06 13.01% - -
View More
Top funds are based on Fund AUM

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Invesco India Business Cycle Fund Regular-Growth Detailed Portfolio

Stocks Sector % of Holding Value
Aditya Infotech Ltd.Technology6.45%₹77.31 Cr
Aditya Infotech Ltd.Technology6.45%₹77.31 Cr
Aditya Infotech Ltd.Technology6.45%₹77.31 Cr
Kotak Mahindra Bank LtdFinancial6.10%₹73.16 Cr
Kotak Mahindra Bank LtdFinancial6.10%₹73.16 Cr
Kotak Mahindra Bank LtdFinancial6.10%₹73.16 Cr
Aditya Infotech Ltd.Technology6.55%₹69.51 Cr
Max Healthcare Institute LtdHealthcare5.69%₹68.16 Cr
Max Healthcare Institute LtdHealthcare5.69%₹68.16 Cr
Max Healthcare Institute LtdHealthcare5.69%₹68.16 Cr
Max Healthcare Institute LtdHealthcare6.96%₹65.91 Cr
Interglobe Aviation LtdIndustrials5.21%₹62.46 Cr
Interglobe Aviation LtdIndustrials5.21%₹62.46 Cr
Interglobe Aviation LtdIndustrials5.21%₹62.46 Cr
Max Healthcare Institute LtdHealthcare5.90%₹59.94 Cr
Sai Life Sciences Ltd.Healthcare4.87%₹58.39 Cr
Sai Life Sciences Ltd.Healthcare4.87%₹58.39 Cr
Sai Life Sciences Ltd.Healthcare4.87%₹58.39 Cr
Max Healthcare Institute LtdHealthcare5.49%₹58.25 Cr
Max Healthcare Institute LtdHealthcare6.91%₹58.08 Cr
View More

Top Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
ICICI Prudential Business Cycle Fund Direct-Growth increase ₹26.59 16.71% 17.76% -
ICICI Prudential Business Cycle Fund Direct-IDCW increase ₹19.36 16.71% 17.76% -
ICICI Prudential Business Cycle Fund-Growth increase ₹24.93 15.58% 16.45% -
ICICI Prudential Business Cycle Fund-IDCW increase ₹17.82 15.58% 16.45% -
HSBC Business Cycles Fund Direct-Growth increase ₹48.44 17.09% 16.29% -
HSBC Business Cycles Fund Direct-IDCW increase ₹27.92 17.09% 16.29% -
HSBC Business Cycles Fund Regular-Growth increase ₹43.48 15.79% 15.01% -
HSBC Business Cycles Fund Regular-IDCW increase ₹25.20 15.79% 15.01% -
View More
increase growth is based on 5Y returns of the funds

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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