e.g. Tata motors, Reliance MF, 500570

Invesco India Business Cycle Fund - Direct Plan - IDCW

Equity Large Cap Very High

NAV on (21 Apr 2026 )

₹12.98

(+0.93%)

Fund Size

₹841.07 Crores

1Y Returns

17.79 %

 

Earn 1% Higher Returns on Direct Funds

Invest  Top Funds
Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

 

Investment 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.

AMC

Invesco Asset Management (India) Private Limited

Fund Details

Launch Date

February 6, 2025

Fund Manager

Mr. Aditya Khemani

Initial Price

10

AUM Fund

841.07 Cr

Min investment

Rs 100

Expense Ratio

0.67%

SIP Minimum Investment

Daily - Rs. 20/- and in multiples of Re. 1/- thereafter. Minimum 60 installments.Monthly - Rs. 100/- and in multiples of Re. 1/- thereafter. Minimum 12 installments.Quarterly - Rs. 300/- and in multiples of Re. 1/- thereafter. Minimum 4 installments.

Exit Load

If units are redeemed/switched out on or before 3 months from the date of allotment - 0.50%If units are redeemed/switched-out after 3 months - Nil

1 Month

+11.80%

6 Months

-1.89%

1 Year

+17.79%

2 Years (CAGR)

NA

3 Years (CAGR)

NA

5 Years (CAGR)

NA

Equity / Mid Cap funds 1Y 3Y Fund Size (Cr)
46.97% 95.67% ₹3935.83
46.19% 92.52% ₹3935.83
35.15% 134.43% ₹110.26
32.12% 0.00% ₹4616.45
32.12% 0.00% ₹4616.45

Holdings

Sector Allocation

Pharmaceuticals and health care 21.21%
Service 16.16%
Information Technology 8.16%
Construction 4.46%
Consumer Durables 5.93%
Miscellaneous 9.22%
Textiles 5.21%
Finance 9.91%
Banks 10.10%
Cement 2.91%
Hospitality 1.94%
Electric Equipment 1.20%
Engineering 1.77%
Iron and Steel 0.40%
Address
Unit No: 2101 A,21st floor, A - Wing, Marathon Futurex, N. M. Joshi Marg, Lower Parel, Mumbai Maharashtra India 400013
Phone
+91 22 67310000
Fax
+91 22 23019422
Launch Date
February 6, 2025
Custodian
Deutsche Bank AG.
Registrar & Transfer Agent
KFIN Technologies Pvt. Ltd.

Frequently Asked Questions

Q: What is the current NAV of Invesco India Business Cycle Fund - Direct Plan - IDCW?

A: The latest NAV of Invesco India Business Cycle Fund - Direct Plan - IDCW is ₹ 12.98 as on 21 Apr 2026.

Q: What type of mutual fund is Invesco India Business Cycle Fund - Direct Plan - IDCW?

A: Invesco India Business Cycle Fund - Direct Plan - IDCW is a 'Equity - Large Cap' type mutual fund managed by 'Invesco Asset Management (India) Private Limited'.

Q: What is the expense ratio of Invesco India Business Cycle Fund - Direct Plan - IDCW?

A: The expense ratio of Invesco India Business Cycle Fund - Direct Plan - IDCW is 0.67%, which impacts overall returns.

Q: Who manages Invesco India Business Cycle Fund - Direct Plan - IDCW?

A: Invesco India Business Cycle Fund - Direct Plan - IDCW is managed by Mr. Aditya Khemani, who oversees investment strategy and portfolio decisions.

Q: Is Invesco India Business Cycle Fund - Direct Plan - IDCW a good investment?

A: Invesco India Business Cycle Fund - Direct Plan - IDCW may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.

Q: What is the exit load of Invesco India Business Cycle Fund - Direct Plan - IDCW?

A: The exit load of Invesco India Business Cycle Fund - Direct Plan - IDCW is If units are redeemed/switched out on or before 3 months from the date of allotment - 0.50%If units are redeemed/switched-out after 3 months - Nil, applicable if redeemed within the specified period.

Q: How is Invesco India Business Cycle Fund - Direct Plan - IDCW taxed?

A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.

Close

Add Invesco India Business Cycle Fund - Direct Plan to your Watchlist

Alert me if price...
Close

Add Invesco India Business Cycle Fund - Direct Plan to your Portfolio

:  
   
:    
 

Home

Market News

Latest News

International Markets

Economy

Industries

Mutual Fund News

IPO News

Search News

My Portfolio

My Watchlist

Gainers

Losers

Sectors

Indices

Forex

Mutual Funds

Feedback