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Invesco India Business Cycle Fund - Direct Plan - Growth
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 77/100 · Good
How this score is calculated
- Star rating (35%)4/5
- 3Y CAGR (30%)—
- Expense ratio (20%)0.82%
- AUM (15%)₹1,383 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Invesco Mutual Fund · Equity · Thematic
₹14.74
AUM: ₹1,382 Cr
NAV updated 19 days ago
Plan
Direct
Option
Growth
Risk
Very High
Expense Ratio
0.82%
Exit Load
Exit load of 0.50%, if redeemed within 3 months.
Fund Manager
Aditya Khemani
Inception
Feb 2025
Benchmark
NIFTY 500 Total Return Index
Sharpe Ratio
0.74
Std Dev (1Y)
17.68%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.07%
3m
+10.49%
6m
+20.52%
1y
+15.34%
3y
—
5y
—
10y
—
since inception
+31.32%
TopFund's Take on Invesco India Business Cycle Fund - Direct Plan - Growth
Invesco India Business Cycle Fund - Direct Plan - Growth holds up reasonably well within the Thematic category, backed by a 4-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 77/100.
Cost: At 0.82%, the expense ratio is meaningfully cheaper — about 17% below the Thematic category average of 0.99% (based on 876 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a moderate Sharpe ratio of 0.74 — decent risk-adjusted performance, without being exceptional. Separately, annualised volatility of 17.68% is fairly typical for Thematic funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Invesco India Business Cycle Fund - Direct Plan - Growth
The current NAV (Net Asset Value) of Invesco India Business Cycle Fund - Direct Plan - Growth is ₹14.74. NAV is updated every business day after market close by AMFI.
1Y: 15.34%
The expense ratio of Invesco India Business Cycle Fund - Direct Plan - Growth is 0.82% per annum. This is the annual fee charged by the fund to manage your investment.
Invesco India Business Cycle Fund - Direct Plan - Growth is managed by Aditya Khemani at Invesco Mutual Fund.
Invesco India Business Cycle Fund - Direct Plan - Growth is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Invesco India Business Cycle Fund - Direct Plan - Growth is a Thematic fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Invesco India Business Cycle Fund - Direct Plan - Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Invesco India Business Cycle Fund - Direct Plan - Growth is ₹1,383 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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