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 1.03 years of performance history. The scheme manages an AUM of ₹946.97 Cr and has a NAV of ₹11.91. 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 22.02%.

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

1 Year Return 22.02% at 12 Mar 2026 09:12 PM

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Fund Details

NAV 11.91

Sub-Type Thematic-Business Cycle

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 1.03

Fund Size(in Crores) 946.97

Fund Performance

1 Month -8.87%

3 Month -6.66%

6 Month -7.02%

1 Year 22.02%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 12 Mar 2026

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

Equity (0%) Market Cap Top Sectors Top Holding

Debt & Others (100%) Sector Allocation Debenture 57.65 CBLO 0.82 Bonds 15.59 Debt Credit Ratings AAA 92.78 Cash & Call Money 7.22 Debt Category HDB Financial Services 5.87 Bajaj Housing Finance 9.73 ICICI Home Finance Company 9.76 L&T Fin 9.78

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M -6.37% Ret 1Y 9.71% Ret 3Y 13.63% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M -6.37% Ret 1Y 9.71% Ret 3Y 13.63% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M -7.32% Ret 1Y 8.58% Ret 3Y 15.92% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M -7.32% Ret 1Y 8.58% Ret 3Y 15.92% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M -7.32% Ret 1Y 8.58% Ret 3Y 15.92% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -8.41% Ret 1Y 5.58% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -8.41% Ret 1Y 5.58% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -8.41% Ret 1Y 5.58% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M -4.61% Ret 1Y 6.66% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M -4.61% Ret 1Y 6.66% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -4.61% Ret 1Y 6.66% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.64%

Exit Load 0.5%

Stamp Duty 0.005%

Fund Management

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

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.

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.

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) 8

Date of Incorporation 2025-02-27

Total AUM 140945.99

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.

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