Invesco India Business Cycle Fund
Direct · Growth ₹14.53
21 Jul 2026
NAV
16.5%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
2.42
Sharpe
-16.0%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.52 L | 9.4% | -20.1% | 33.7% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 9.4% | 14.5% | 13.7% | -5.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 16.5% | 16.6% | 6.5% | 24.8% | 2.42 | — | 100% | — | — |
-16.0%
Max Drawdown
5 mo
Drawdown Duration
1 mo
Recovery Time
-2.6%
Avg Drawdown
Calmar Ratio by Duration
1.03
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +19.36 | 1.17 | 120.8% | 97.2% | 14.3% | -3.4% |
| 3 Years | +11.19 | 1.15 | 121.5% | 92.7% | 13.8% | 3.1% |
| 5 Years | +6.88 | 1.15 | 121.5% | 92.7% | 8.1% | 1.9% |
| 7 Years | +5.13 | 1.15 | 121.5% | 92.7% | 5.7% | 1.3% |
| 10 Years | +3.84 | 1.15 | 121.5% | 92.7% | 4.0% | 0.9% |
| 12 Years | +3.35 | 1.15 | 121.5% | 92.7% | 3.3% | 0.8% |
| 15 Years | +2.86 | 1.15 | 121.5% | 92.7% | 2.6% | 0.6% |
34
Total Holdings
48.3%
Top 10 Weight
15
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Aditya Infotech Limited | 6.55% |
| 2 | Max Healthcare Institute Limited | 5.49% |
| 3 | BSE Limited | 5.33% |
| 4 | Sai Life Sciences Limited | 5.17% |
| 5 | Kotak Mahindra Bank Ltd | 4.92% |
| 6 | InterGlobe Aviation Limited | 4.83% |
| 7 | Prestige Estates Projects Limited | 4.30% |
| 8 | Trent Limited | 4.08% |
| 9 | Amber Enterprises India Limited | 4.03% |
| 10 | AU Small Finance Bank Limited | 3.61% |