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Invesco India Business Cycle Fund Direct Growth
NAV: 30 Oct '26
₹14.25
Min. for SIP
₹100
Fund size (AUM)
₹1,373.46 Cr
Expense ratio
0.83%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,860 | -0.93% | |
| 6 months | ₹30,000 | ₹30,363 | +1.21% | |
| 1 year | ₹60,000 | ₹64,060 | +6.77% |
Holdings (37)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Repo | Unspecified | Repo | 6.18% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 6.03% |
| Axis Bank Ltd | Financial | Equity | 6.00% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 5.99% |
| DLF Ltd | Real Estate | Equity | 5.62% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 5.25% |
| Aditya Infotech Ltd. | Technology | Equity | 5.03% |
| Larsen & Toubro Ltd | Industrials | Equity | 4.70% |
| Interglobe Aviation Ltd | Industrials | Equity | 4.22% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 3.59% |
| Zomato Ltd | Technology | Equity | 3.52% |
| BSE Ltd | Financial | Equity | 3.07% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 2.99% |
| Trent Ltd | Consumer Discretionary | Equity | 2.93% |
| The Federal Bank Ltd | Financial | Equity | 2.90% |
| AU Small Finance Bank Ltd | Financial | Equity | 2.86% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 2.80% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 2.73% |
| Indusind Bank Ltd | Financial | Equity | 2.62% |
| WeWork India Management Ltd. | Industrials | Equity | 2.57% |
| The Indian Hotels Company Ltd | Consumer Discretionary | Equity | 2.50% |
| L&T Finance Holdings Ltd | Financial | Equity | 2.31% |
| Global Health Ltd | Healthcare | Equity | 2.19% |
| Krishna Institute Of Medical Sciences Ltd | Healthcare | Equity | 2.08% |
| JK Cement Ltd | Materials | Equity | 1.78% |
| Max Estates Ltd | Real Estate | Equity | 1.69% |
| Sonata Software Ltd | Technology | Equity | 1.44% |
| HDFC Asset Management Company Ltd | Financial | Equity | 1.38% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 1.31% |
| Phoenix Mills Ltd | Real Estate | Equity | 0.94% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 0.86% |
| Timken India Ltd | Industrials | Equity | 0.50% |
| Grindwell Norton Ltd | Materials | Equity | 0.47% |
| Carborundum Universal Ltd | Materials | Equity | 0.40% |
| Ethos Ltd | Consumer Discretionary | Equity | 0.37% |
| Bansal Wire Industries Ltd. | Materials | Equity | 0.35% |
| Net Payables | Unspecified | Net Payables | -2.17% |
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | -1.7% | +10.9% | +8.0% | +42.5% |
| Category average (Equity Thematic) | -4.8% | +0.2% | -3.7% | +44.2% |
| Rank (Equity Thematic) | 1 | 1 | 1 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 0.50%, if redeemed within 3 months.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Fund management
About Invesco India Business Cycle Fund Direct Growth
Invesco India Business Cycle Fund Direct Growth is a Equity Mutual Fund Scheme launched by Invesco Mutual Fund. This scheme was made available to investors on 24 Jul 2006. Aditya Khemani is the Current Fund Manager of Invesco India Business Cycle Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,64,284 Cr and the Latest NAV as of 30 Oct 2026 is ₹14.25.
The Invesco India Business Cycle Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load of 0.50%, if redeemed within 3 months.
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Investment Objective
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Fund benchmarkNIFTY 500 Total Return Index
Fund house
Rank (total assets)#16 in India
Total AUM₹1,64,283.60 Cr
Date of Incorporation24 Jul 2006
Launch Date24 Jul 2006
AddressB-1001, B Wing, 10th Floor, Marathon Futurex,N. M. Joshi Marg, Lower Parel,Mumbai, Maharashtra Mumbai 400013
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,