Invesco India Business Cycle Fund
Invesco India Business Cycle Fund is a thematic fund of Invesco Asset Management (India) Private Limited with ₹1,392 cr under management. It is ahead of its benchmark (Nifty 500 TRI) in 1 of 1 periods. Its direct plan charges 0.83% a year.
Has Invesco India Business Cycle Fund beaten its benchmark?
Ahead of its benchmark, Nifty 500 TRI, in 1 of 1 periods in AMFI's figures; +9.32% over the last year against −4.30%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −3.07% | −3.60% | — |
| 3 months | −1.80% | −5.03% | — |
| 6 months | +16.31% | −1.83% | — |
| 1 year | +9.32% | −4.06% | +13.38 pts |
| 3 years | — | +9.27% | — |
| 5 years | — | +8.00% | — |
| 10 years | — | +12.69% | — |
| Since start from 3 Mar 2025 | +26.20% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +9.32% | +7.63% | −4.30% | +13.62 | 🔒 |
| 3y | — | — | — | — | — |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Value of 100, month-end
Mar 2025 to 13 Oct 2026₹100 put in at the start of Mar 2025 would be ₹136 on 13 Oct 2026, against ₹105 in the Nifty 500 TRI.
What does Invesco India Business Cycle Fund cost?
0.83% a year on the direct plan, 2.27% on the regular plan; 5 of 61 funds in its category charge less.
Who manages Invesco India Business Cycle Fund?
Aditya Khemani, since None.
What does Invesco India Business Cycle Fund hold?
37 holdings as of 30 Sep 2026; the ten largest are 50.0% of the fund, the largest Kotak Mahindra Bank Ltd at 6.0%.
Mix
Holdings as of 30 Sep 2026Five largest industries
% of fundBy company size
% of equity · SEBI size listsHow does Invesco India Business Cycle Fund score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is Invesco India Business Cycle Fund run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
Who manages Invesco India Business Cycle Fund?
Aditya Khemani (Primary) since None.
What is the expense ratio of Invesco India Business Cycle Fund?
0.83% a year on the direct plan and 2.27% on the regular plan (expense report, Oct 2026).
See Invesco India Business Cycle Fund beside your own funds in Valarth
