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Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹10.8900 0.55%
As on 28-Apr-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Invesco India Business Cycle Fund - Regular Plan
|
|
Very High
|
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2.30 |
||
|
|
Very High
|
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1.63 |
|||
|
|
Very High
|
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1.73 |
|||
|
|
Very High
|
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1.70 |
|||
|
|
Very High
|
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1.79 |
₹268 Cr
0.50 (90)
1,000
1,000
500
12
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.
Suitability
Such thematic funds are avoidable for most investors because:
If you still choose to invest:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Invesco India Business Cycle Fund - Regular Plan is a fund that invests mainly in companies that adhere to the narrow mandate mentioned in its investment objective.
Mutual funds can be bought directly from the website of the fund house. For instance, Invesco India Business Cycle Fund - Regular Plan fund can be purchased from the website of Invesco Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Invesco India Business Cycle Fund - Regular Plan is ₹10.8900 as of 29-Apr-2025.
The AUM of Invesco India Business Cycle Fund - Regular Plan Fund is ₹268 Cr as of 31-Mar-2025
The riskometer level of Invesco India Business Cycle Fund - Regular Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
5.09
|
|
|
4.54
|
|
|
4.39
|
|
|
4.14
|
|
|
3.98
|
As of 31-Mar-2025, Invesco India Business Cycle Fund - Regular Plan had invested 96.22% in Equity and 3.78% in Cash & Cash Eq. See More
Invesco India Business Cycle Fund - Regular Plan is 0 years 2 months old. It has delivered 8.90% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
--
|
--
|
--
|
--
|
--
|
8.90%
|
No, There is no lock in period in Invesco India Business Cycle Fund - Regular Plan.
The expense ratio of Invesco India Business Cycle Fund - Regular Plan is 2.30.
