Invesco India Business Cycle
Empty
1–7 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation24.6%
Sharpe Ratio0.33
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Triparty RepoUtilities6.18%
Kotak Mahindra Bank LtdFinancial Services6.03%
Axis Bank LtdFinancial Services6.00%
Apollo Hospitals Enterprise LtdServices5.99%
DLF LtdEnergy & Infra5.62%
Sai Life Sciences LtdServices5.25%
Aditya Infotech LtdCapital Goods5.03%
Larsen & Toubro LtdCapital Goods4.70%
InterGlobe Aviation LtdCapital Goods4.22%
Prestige Estates Projects LtdEnergy & Infra3.59%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.27%
Regulatory & Tax Information
INF205KA1AF4
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)