Invesco India Business Cycle Fund Regular-IDCW Payout

Mutual Fund Details – Invest Smart, Grow Wealth

Discover a variety of mutual funds tailored to your goals, from equity and debt to hybrid options. Track performance, compare funds, and get expert insights to make informed investment decisions. Grow your wealth with Motilal Oswal’s trusted mutual fund solutions.

Equity, Thematic-Business Cycle, Principal at very high risk

1 Year Return 0.0% at 16 Feb 2026 12:26 PM

mf-nav

Fund Details

NAV 12.64

Sub-Type Thematic-Business Cycle

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 0.97

Fund Size(in Crores) 892.59

Fund Performance

1 Month 2.43%

3 Month -1.55%

6 Month 0.39%

1 Year 0.0%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 16 Feb 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (99.42%) Market Cap Mid Cap 35.69 Small Cap 31.78 Large Cap 31.95 Top Sectors Financial 27 Services 26.32 Healthcare 19.55 Construction 7.56 Technology 4.46 Communication 3.71 Consumer Discretionary 3.59 Materials 2.98 Capital Goods 2.84 Metals & Mining 1.41 Top Holding AU Small Finance Bank 5.89 ABB India 1.06 Prestige Estates Projects 4.59 Trent 4.34 Aditya Infotech 3.71 BSE 3.23 Sai Life Sciences 4.43 The Federal Bank 4.54 Amber Enterprises India 3.59 L&T Fin 3.85 Carborundum Universal 0.39 Timken India 0.72 JK Cement 2.98 Interglobe Aviation 5.99 Max Estates 1.71 HDFC AMC 2.34 Eternal 4.63 Hexaware Technologies 1.74 Glenmark Pharmaceuticals 1.74 Sonata Software 2.72 Cholamandalam Investment and Finance Company 4.34 The Phoenix Mills 1.26 Global Health 2.6 Dixon Technologies (India) 1.06 Grindwell Norton 0.56 Apollo Hospitals Enterprise 2.56 Shriram Finance 3.46 WeWork India Management 3.41 Krishna Institute 2.59 Ethos 0.57 Max Healthcare Institute 5.63 Bansal Wire Industries 0.46 Swiggy 4.15 RBL Bank 2.58

Debt & Others (0.58%) Sector Allocation Net Payables -1.81 Repo 2.39 Debt Credit Ratings Debt Category Others 0.58

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M 0.78% Ret 1Y 11.94% Ret 3Y 14.74% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M 0.78% Ret 1Y 11.94% Ret 3Y 14.74% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M 0.24% Ret 1Y 11.71% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M 0.24% Ret 1Y 11.71% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M 0.24% Ret 1Y 11.71% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -1.55% Ret 1Y 9.46% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -1.55% Ret 1Y 9.46% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -1.55% Ret 1Y 9.46% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M 1.14% Ret 1Y 5.75% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M 1.14% Ret 1Y 5.75% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M 1.14% Ret 1Y 5.75% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.21%

Exit Load 0.5%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Aditya Khemani

Education Mr. Khemani has done B.Com (Hons) and PGDM from IIM, Lucknow.

Experience Prior to joining Invesco Mutual Fund, He was associated with Motilal Oswal Mutual Fund, HSBC AMC, SBI Mutual Fund, ICICI Prudential AMC and Morgan Stanley Advantage Services.

Amit Ganatra

Education Mr. Ganatra holds a Commerce degree and is a Charted Accountant. He is also a Chartered Financial Analyst from AIMR.

Experience Prior to joining the HDFC AMC, he has worked with Invesco Asset Management (India) Pvt. Ltd, HDFC Mutual Fund, DBS Cholamandalam AMC Pvt. Ltd. and Fidelity.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 4

Date of Incorporation 2025-02-27

Total AUM 2026-01-31

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.

Latest News

news-by-category

VIEW MORE NEWS

Take Your Next Step

Talk to our investment advisor for stock recommendations
Left
Get expert assistance for portfolio management
Right