Invesco India Business Cycle Fund - Regular Plan - Growth
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
Fund13.18%
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
Fund31.09%
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 | Aditya Infotech Limited | 77.31 | 6.45% |
| 2 | Kotak Mahindra Bank Ltd | 73.16 | 6.10% |
| 3 | Max Healthcare Institute Limited | 68.16 | 5.69% |
| 4 | InterGlobe Aviation Limited | 62.46 | 5.21% |
| 5 | Sai Life Sciences Limited | 58.39 | 4.87% |
| 6 | Triparty Repo | 57.10 | 4.76% |
| 7 | BSE Limited | 52.71 | 4.40% |
| 8 | Prestige Estates Projects Limited | 52.07 | 4.34% |
| 9 | Trent Limited | 50.41 | 4.21% |
| 10 | Cholamandalam Investment and Finance Company Limited | 42.48 | 3.54% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 67183 | +12.0% | +25.4% |
| SI | 07 Mar, 25 | 85000 | 99641 | +17.2% | +24.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.12 L. | +12.5% | N/A |
| SI | 03 Mar, 25 | 1 L. | 1.45 L. | +45.3% | +31.1% |
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.