Aeterna Wealth
Sectoral/Thematic · Regular plan · Growth

Invesco India Business Cycle Fund (Regular)

Invesco Mutual Fund · benchmark Nifty 500 TRI · 1.7 years old · AMFI code 153288

–
Track-record rating

Not rated yet: a rating needs at least 3 years of history (1 year for index funds).

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months14.9%2.5%+12.4%2 / 18
1 year13.7%-1.0%+14.7%3 / 17
3 years (a year)––––
5 years (a year)––––

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Portfolio

Kotak Mahindra Bank Ltd6.0%
Axis Bank Limited6.0%
Apollo Hospitals Enterprise Limited6.0%
DLF Limited5.6%
Sai Life Sciences Limited5.2%
Aditya Infotech Limited5.0%
Larsen & Toubro Limited4.7%
InterGlobe Aviation Limited4.2%
Prestige Estates Projects Limited3.6%
Eternal Limited3.5%

Top 10 holdings, September 2026 portfolio.

Common questions

What is the NAV of Invesco India Business Cycle Fund (Regular plan)?

₹14.70 on 5 Nov 2026 (Growth option).

What is the expense ratio of Invesco India Business Cycle Fund (Regular)?

2.27% a year; the Direct plan's is 0.83%.

What does Invesco India Business Cycle Fund invest in?

Its largest holdings are Kotak Mahindra Bank Ltd, Axis Bank Limited, Apollo Hospitals Enterprise Limited, with 35 stocks in all (September 2026 portfolio).

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Invesco Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.