Invesco India Business Cycle Fund Direct-Growth
Invesco India Business Cycle Fund Direct-Growth: Mutual Fund Overview
Invesco India Business Cycle Fund Direct-Growth is an Thematic-Business Cycle mutual fund with over 1.07 years of performance history. The scheme manages an AUM of ₹946.97 Cr and has a NAV of ₹11.16. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 6.45%.
Equity, Thematic-Business Cycle, Principal at very high risk
1 Year Return 6.45% at 24 Mar 2026 03:47 PM
Fund Details
NAV 11.16
Sub-Type Thematic-Business Cycle
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 1.07
Fund Size(in Crores) 946.97
Fund Performance
1 Month -12.4%
3 Month -13.68%
6 Month -13.95%
1 Year 6.45%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (96.35%) Market Cap Large Cap 28.64 Mid Cap 17.84 Small Cap 49.87 Top Sectors Capital Goods 42.43 Automobile 20.84 Healthcare 7.97 Energy 5.25 Consumer Staples 5.16 Construction 2.85 Materials 2.72 Consumer Discretionary 2.67 Textiles 2.06 Chemicals 2.02 Metals & Mining 1.29 Services 1.1 Top Holding Ador Welding 0.63 Gabriel India 1.12 RHI Magnesita 0.19 Onesource Specialty Pharma 1.7 Campus Activewear 1.2 Shakti Pumps (India) 3.16 Cyient DLM 0.36 Bharat Forge 1.65 Kennametal India 1.12 Siemens Energy India 3.54 KSH International 2.03 Vesuvius India 0.08 GE Vernova T&D 1.24 TD Power Systems 0.71 Piramal Pharma 2.32 Ingersoll-Rand 1 LG Electronics India 1.47 Carraro 3.59 DEE Development Engineers 1.1 SKF India (Industrial) 0.52 Bosch 0.53 Bharat Dynamics 3.37 Bharat Bijlee 2.47 Schaeffler India 3.29 Arvind 1.34 Sun Pharmaceutical Industries 1.82 Vidya Wires 1.33 Thermax 1.11 Bharat Electronics 2.19 KSB 1.87 JB Chemicals 0.9 Schneider Electric 3.31 Tata Motors Passenger Vehicles 3.61 Hindustan Unilever 0.58 Foseco India 0.83 Mahindra Lifespace Developers 1.51 Maruti Suzuki India 2.29 Hindustan Aero 1.4 Larsen & Toubro 1.35 Kirloskar Ferrous Industries 1.29 JNK 0.29 Tenneco Clean Air India 1.76 Mahindra & Mahindra 4.26 K.P.R. Mill 0.72 Abbott India 1.22 TVS Motor Company - Pref. Shares 0.02 Manorama Ind 2.79 Kirloskar Oil Engines 1.21 TVS Motor Company 1.31 Garware Hi-Tech Films 2.72 Honeywell Automation India 1.14 Gujarat Gas 0.86 Tata Power Company 0.85 Cummins India 3.24 Vinati Organics 1.19 Apar Industries 0.99 Tata Motors 4.28 Gillette India 0.8 Avalon Technologies 1.58
Debt & Others (3.65%) Sector Allocation Net Payables -5.15 Repo 8.8 Debt Credit Ratings Debt Category Others 3.65
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-Growth Ret 1M -12.77% Ret 1Y -5.97% Ret 3Y 11.04% Ret 5Y 10.67%
Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-IDCW Ret 1M -12.77% Ret 1Y -5.97% Ret 3Y 11.04% Ret 5Y 10.67%
Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-IDCW Reinvestment Ret 1M -12.77% Ret 1Y -5.97% Ret 3Y 11.04% Ret 5Y 10.67%
Equity, Flexi Cap funds Axis Consumption Fund Regular-Growth Ret 1M -13.1% Ret 1Y -7.92% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Consumption Fund Regular-IDCW Payout Ret 1M -13.1% Ret 1Y -7.92% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Consumption Fund Regular-IDCW Reinvestment Ret 1M -13.1% Ret 1Y -7.92% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-Growth Ret 1M -12.12% Ret 1Y -10.84% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-IDCW Payout Ret 1M -12.12% Ret 1Y -10.84% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-IDCW Reinvestment Ret 1M -12.12% Ret 1Y -10.84% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Consumption Fund Regular-Growth Ret 1M -9.85% Ret 1Y -0.1% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Consumption Fund Regular-IDCW Payout Ret 1M -9.85% Ret 1Y -0.1% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.65%
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) 9
Date of Incorporation 2025-02-27
Total AUM 142646.53
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.
Take Your Next Step
Invesco India Business Cycle Fund Direct-Growth FAQs
How to invest in Invesco India Business Cycle Fund Direct-Growth?
Investing in Invesco India Business Cycle Fund Direct-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Invesco India Business Cycle Fund Direct-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Invesco India Business Cycle Fund Direct-Growth?
The term expense ratio for Invesco India Business Cycle Fund Direct-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Invesco India Business Cycle Fund Direct-Growth is 0.65% as of 24 Mar 2026.
What is the NAV of Invesco India Business Cycle Fund Direct-Growth?
The NAV of Invesco India Business Cycle Fund Direct-Growth is ₹11.16 as of 24 Mar 2026.
What is the AUM of Invesco India Business Cycle Fund Direct-Growth?
The AUM (Assets Under Management) of Invesco India Business Cycle Fund Direct-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Invesco India Business Cycle Fund Direct-Growth is ₹946.97 Cr as of 24 Mar 2026.
What is the PE and PB ratio of Invesco India Business Cycle Fund Direct-Growth?
The PE ratio of Invesco India Business Cycle Fund Direct-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Invesco India Business Cycle Fund Direct-Growth?
Yes, you can invest in Invesco India Business Cycle Fund Direct-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Invesco India Business Cycle Fund Direct-Growth in the last 5 years?
The return of Invesco India Business Cycle Fund Direct-Growth in the last 5 years is 0.0%.
What is the minimum SIP investment required in Invesco India Business Cycle Fund Direct-Growth?
The minimum SIP investment in Invesco India Business Cycle Fund Direct-Growth depends on the fund's scheme rules and usually starts at a small amount. For Invesco India Business Cycle Fund Direct-Growth, the minimum SIP amount is ₹100.0.
What is the current NAV of Invesco India Business Cycle Fund Direct-Growth?
The NAV of Invesco India Business Cycle Fund Direct-Growth, as of 24 Mar 2026, is ₹11.16.
Who manages the Invesco India Business Cycle Fund Direct-Growth?
The fund managers responsible for Invesco India Business Cycle Fund Direct-Growth are:
- Aditya Khemani
- Amit Ganatra