Invesco India Business Cycle Fund Reg G

Invesco India Business Cycle Fund-Reg(G)

Equity Thematic Rating : Unrated

₹ 12.66

NAV
Updated: 24 Jul 2025

Fund House

Fund Manager
Aditya Khemani
Fund Benchmark
NIFTY 500 - TRI
Total AUM
₹ 494.70 Cr
Expense Ratio
2.38
52 Week High
₹ 12.66
52 Week Low
₹ 9.71

Fund Verdict

Neutral

Advance Ratios

P/E Ratio12.66
P/B Ratio7.64
Sharpe
Turnover Ratio
Alpha
Beta
Sortino
Standard Deviation

Fund Performance

Shot Term Returns
Duration 1M 3M 6M 1Y
Returns 5.26% 14.65% - -
Long Term Returns
Duration 2Y 3Y 5Y 10Y
Returns - - - -

Market Cap Distribution

  • Large Cap
    38.55 %
  • Mid Cap
    38.27 %
  • Small Cap
    18.69 %
Avg Market Cap
₹ 67,826.00
(In Crore)

Peer Information

Equity Thematic Neutral
1Y Returns -4.40%
3Y Returns 35.51%
AUM ₹1,438.50 Cr
NAV ₹64.29
Buy Now
Equity Thematic Neutral
1Y Returns -6.76%
3Y Returns 32.98%
AUM ₹5,687.10 Cr
NAV ₹33.26
Buy Now
Equity Thematic Neutral
1Y Returns 4.71%
3Y Returns 31.91%
AUM ₹7,199.60 Cr
NAV ₹254.96
Buy Now
Equity Thematic Neutral
1Y Returns 16.02%
3Y Returns
AUM ₹1,610.90 Cr
NAV ₹13.03
Buy Now

Scheme Type:
An open-ended equity scheme investing in line with a thematic investment approach, focused on specific sectors, trends, or economic themes.

Investment Objective:
The scheme aims to generate long-term capital appreciation by investing in a diversified portfolio of companies that are united by a common theme. Thematic funds offer targeted exposure to structural growth stories within the economy.

There is no assurance or guarantee that the investment objective of the scheme will be achieved.

Plan Your Long Term Goals

5,000 per month
Duration
Total investment of ₹0
Would have become ₹0

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