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OmniAsset › Mutual funds › Invesco India Business Cycle Fund

Invesco India Business Cycle Fund

Sectoral / Thematic fund benchmarked to Nifty 500 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202614.72
CategorySectoral / Thematic
PlanDirect · Idcw
Launched6 Feb 2025
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty 500 TRI
Expense ratiodirect plan, a year0.83%
AUM₹4.83 Cr
Growth of ₹10,000₹15,0973 Mar 2025 to 2 Sep 2026
₹15,241₹13,920₹12,600₹11,279₹9,959Mar 2025Jul 2025Dec 2025Apr 2026Sep 2026
₹15,097 (+31.6% a year) Invesco India Business Cycle Fund

Performance (trailing, annualised)

1Y annualised16.47%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,36,39126.16%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Rolling returns

Rolling 1Y · average26 windows since 6 Mar 202616.75%
Rolling 1Y · median17.42%
Rolling 1Y · worst window9.80%
Rolling 1Y · best window24.47%
Rolling 1Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)17.76%
Downside deviation (3Y)11.81%
Maximum drawdown-16.00%

Management

Fund managerMr. Aditya Khemani
Managing since27 Feb 2025

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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