Invesco India Business Cycle Fund - IDCW
Category: Equity: Thematic-Business-Cycle
Launch Date: 27-02-2025
AUM:
₹ 759.12 Cr
Expense Ratio
2.29%
Benchmark
NIFTY 500 TRI
ISIN
INF205KA1AG2
Minimum Investment
1000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Mr. Aditya Khemani Mr. Amit Ganatra
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Invesco India Business Cycle Fund - IDCW | - | - | - |
| NIFTY 500 TRI | 5.06 | 17.41 | 20.65 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
13.02
Last change
-0.05 (-0.384%)
Fund Size (AUM)
₹ 759.12 Cr
Performance
33.54% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
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. There is no assurance that the investment objective of the Scheme will be achieved.
Fund Manager
Mr. Aditya Khemani Mr. Amit Ganatra
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| AU SMALL FINANCE BANK LIMITED EQ | 5.16 |
| CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/- | 5.04 |
| Swiggy Pvt Ltd | 5.02 |
| ZOMATO LIMITED EQ | 4.98 |
| MAX HEALTHCARE INSTITUTE LIMITED EQ | 4.95 |
| INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- | 4.93 |
| TRENT LIMITED EQ NEW FV Re. 1/- | 4.81 |
| Sai Life Sciences Limited | 4.21 |
| PRESTIGE ESTATES PROJECTS LIMITED EQ | 4.03 |
| GLOBAL HEALTH LIMITED EQ | 3.82 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 22.7 |
| Healthcare | 20.77 |
| Consumer Services | 16.93 |
| Realty | 7.82 |
| Consumer Durables | 7.64 |
| Capital Goods | 7.29 |
| Information Technology | 6.03 |
| Services | 4.93 |
| Construction Materials | 2.43 |
| Fast Moving Consumer Goods | 1.82 |