June 13, 2025
RA Jainee
Invesco India Business Cycle Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 11.9800
NAV IDCW: Rs 11.9800
Suitable For Which Investors?
Such thematic funds are avoidable for most investors because:
• They have a narrow investment focus
• Instead, diversified equity funds which invest across sectors/themes are better
If you still choose to invest:
1. Invest only through SIP
2. Have a 7+ year investment horizon
3. Be prepared to withstand interim sharp declines in investment value
Fund’s Investment Strategy:
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 Manager:
1) 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.
2) 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 Invesco Asset Management (India) Pvt. Ltd., he has worked with HDFC Mutual Fund, DBS Cholamandalam AMC Pvt. Ltd. and Fidelity.
Investment Details
| Min. Investment (Rs) | 1,000 |
| Min. Addl Investment (RS) | 1,000 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 0.5% for redemption within 3 months |
Basic Details of Invesco India Business Cycle Fund
| Fund House | Invesco Mutual Fund |
| Launch Date | 27-Feb-25 |
| Return Since Launch | 19.80% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 350 Cr |
| (As on 31-May-2025) | |
| Expense | 0.69% |
| (As on 31-May-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Trailing Returns (%) of Invesco India Business Cycle Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Invesco India Business Cycle Dir | — | -1.56 | 7.44 | 22.75 | — | — | — | — | — | — |
| BSE 500 TRI | — | -1.23 | 2.33 | 13.57 | — | — | — | — | — | — |
Peer Comparison of Invesco India Business Cycle Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Invesco India Business Cycle Dir | Unrated | — | — | — | 0.69 | 350 | 19.80 | 0.50 (90) | 3M | — |
| ICICI Pru India Opportunities Dir | Unrated | 13.17 | 27.76 | 33.97 | 0.63 | 28,204 | 23.44 | 1.00 (365) | 6Y 4M | 69.00 |
| ICICI Pru Business Cycle Dir | Unrated | 9.85 | 25.83 | — | 0.72 | 12,972 | 23.50 | 1.00 (30) | 4Y 4M | 25.00 |
| HDFC Manufacturing Dir | Unrated | 0.19 | — | — | 0.50 | 12,098 | 5.48 | 1.00 (30) | 1Y | — |
| SBI Innovative Opportunities Dir | Unrated | — | — | — | 0.61 | 7,367 | -3.56 | 1.00 (365) | 9M | 46.00 |
Portfolio Analysis of Invesco India Business Cycle Fund
| No. of Stocks | 32 |
| Top 10 Stocks | 42.21% |
| Top 5 Stocks | 23.25% |
| Top 3 Sectors | 64.31% |
| Portfolio P/B Ratio | 6.69 |
| Portfolio P/E Ratio | 46.44 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 61,146 | 1,26,954 |
| Giant (%) | 15.54 | 41.53 |
| Large (%) | 36.58 | 23.81 |
| Mid (%) | 37.48 | 27.90 |
| Small (%) | 10.40 | 10.77 |
| Tiny (%) | — | 0.73 |
Chanakya’s Mutual Fund Guidance For Invesco India Business Cycle Fund
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