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InvestVerdict

Invesco India Business Cycle Fund

Regular Plan · IDCW · Sectoral / Thematic · Scheme code 153289

NAV₹14.4700as on 28 Aug 2026
Fund houseInvesco Mutual Fund
CategorySectoral / Thematic
Plan & optionRegular · IDCW
History1.5 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 1.1910.9716.13 16.51—— ——30.42
Nifty 500
benchmark		 0.874.312.15 5.2012.4911.41 ——15.49
Sectoral / Thematic
category median		 ——— 5.6615.6212.90 —13.92—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 17.7% 1.35 2.06 1.25 17.47% -16.6% 85.81
Nifty 500
benchmark		 17.2%0.35 0.47—— -37.3%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 17 months this scheme and its benchmark share.

Growth of ₹100 since launch

961151341532026InvestVerdict

Drawdown from peak (%)

0%-6%-12%-19%2026
InvestVerdict

Invesco India Business Cycle Fund

Regular Plan · IDCW

Allocation

By asset

Equity95.49%
Cash & Equivalents4.51%

By market cap

Large Cap30.89%
Mid Cap32.73%
Small Cap31.87%

Concentration

Number of stocks36
Top 5 stocks28.32%
Top 10 stocks48.33%
Top 20 stocks77.52%
Largest holding6.45%
Largest sectorBanks 18.37%
Effective stocks28.2
Cash4.51%
InvestVerdict

Invesco India Business Cycle Fund

Regular Plan · IDCW · holdings

Top 18 holdings

#CompanySector% of fund
1— Industrial Manufacturing6.45%
2— Banks6.10%
3— Healthcare Services5.69%
4— Transport Services5.21%
5— Pharmaceuticals & Biotechnology4.87%
6— Unclassified4.76%
7— Capital Markets4.40%
8— Realty4.34%
9— Retailing4.21%
10— Finance3.54%
11— Consumer Durables3.52%
12— Banks3.45%
13— Banks3.37%
14— Retailing3.33%
15— Finance3.11%
16— Banks3.08%
17— Commercial Services & Supplies3.07%
18— Healthcare Services2.60%

Sector split

Banks — 18.4%Healthcare Services — 12.0%Retailing — 9.9%Realty — 6.8%Finance — 6.7%Industrial Manufacturing — 6.5%Pharmaceuticals & Biotechnology — 6.3%Capital Markets — 6.2%Transport Services — 5.2%Other — 22.1%Banks18.4%Healthcare Services12.0%Retailing9.9%Realty6.8%Finance6.7%Industrial Manufacturing6.5%Pharmaceuticals & Biotech…6.3%Capital Markets6.2%Transport Services5.2%Other22.1%
Banks18.37%
Healthcare Services11.97%
Retailing9.93%
Realty6.84%
Finance6.65%
Industrial Manufacturing6.45%
Pharmaceuticals & Biotechnology6.28%
Capital Markets6.24%
Transport Services5.21%
Consumer Durables4.83%

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 1 Sep 2026.