Invesco India Business Cycle Fund - Regular Plan - IDCW
Expense Ratio: 2.22
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty 500 TRI
Inception: 06-02-2025
Exit Load: Nil
Fund Size:₹947.98 Cr
Performance
1Y
Fund13.58%
Cat. Avg.N/A
2Y
FundN/A
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund31.72%
Cat. Avg.N/A
Fund Facts
PE Ratio
48.38
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Max Healthcare Institute Limited | 58.08 | 6.91% |
| 2 | Sai Life Sciences Limited | 45.98 | 5.47% |
| 3 | InterGlobe Aviation Limited | 45.88 | 5.46% |
| 4 | Aditya Infotech Limited | 43.05 | 5.12% |
| 5 | Prestige Estates Projects Limited | 37.49 | 4.46% |
| 6 | Amber Enterprises India Limited ‡ | 36.74 | 4.37% |
| 7 | BSE Limited | 36.59 | 4.35% |
| 8 | Eternal Limited | 34.58 | 4.11% |
| 9 | Trent Limited | 33.74 | 4.01% |
| 10 | AU Small Finance Bank Limited | 32.81 | 3.90% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 67416 | +12.4% | +26.9% |
| SI | 07 Mar, 25 | 85000 | 99988 | +17.6% | +25.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 1.14 L. | +13.6% | +13.6% |
| SI | 03 Mar, 25 | 1 L. | 1.46 L. | +45.8% | +31.7% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.