Can I invest in SIP and Lumpsum in Invesco India Business Cycle Fund - Direct (IDCW) Direct Growth?

Yes, you can invest both lumpsum and SIP in Invesco India Business Cycle Fund - Direct (IDCW). Minimum lumpsum investment Invesco India Business Cycle Fund - Direct (IDCW) is ₹1,000 and minimum SIP amount is ₹500 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

Which are the biggest stock holdings of Invesco India Business Cycle Fund - Direct (IDCW)?

The 5 biggest stock holdings of Invesco India Business Cycle Fund - Direct (IDCW) are: Interglobe Aviat (5.15%), Trent (5.06%), Eternal Ltd (4.89%), Swiggy (4.85%), Sai Life (4.72%)

What are the top sectors Invesco India Business Cycle Fund - Direct (IDCW) invests in?

A majority of Invesco India Business Cycle Fund - Direct (IDCW) 's AUM worth ₹494.67 (Cr) is invested in these 3 top sectors: Healthcare Services : 14.24% Retailing : 14.01% Capital Markets : 12.00%

Mutual Funds
AMC
Invesco India Business Cycle Fund - Direct (IDCW)

Invesco India Business Cycle Fund - Direct (IDCW)

Q: What is the NAV of Invesco India Business Cycle Fund - Direct (IDCW) Direct Growth?

The latest NAV ( Net Asset Value ) of Invesco India Business Cycle Fund - Direct (IDCW) is Invesco India Business Cycle Fund - Direct (IDCW) is ₹12.42 as on 2025-07-10.

Sectoral / Thematic

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NAV
12.42(0.16%)
Fund Size (CR)
₹350.15
Expense Ratio
0.69
Scheme Type
Active Fund
Value Research

Min. investment
₹1,000
Minimum Additional Investment
₹1,000
Minimum SIP Investment
₹500
Minimum Withdrawal
₹1,000
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0.5%
Return Since Launch
24.00%

Absolute Return: 20.82%

Annualized Return: 0%

Basic Details

Scheme Manager

Aditya Khemani

Bench Mark

Nifty 500 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	2 July 2025	9991.94	-0.08%	-	0.34%	722/880
1 Month	9 June 2025	10114.19	1.14%	-	1.42%	531/876
3 Month	9 April 2025	12313.80	23.14%	-	16.39%	50/860
6 Month	-	-	-	-	4.53%	-/-
1 Year	-	-	-	-	3.44%	-/-
3 Year	-	-	0%	-	23.29%	-/-
5 Year	-	-	0%	-	24.70%	-/-
Since Inception	27 February 2025	12400.00	24.00%	24.00%	14.74%	89/878

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	3 March 2025	50,000	56748.86	13.50%	13.50%
3 Year	-	-	-	-	-
5 Year	-	-	-	-	-
10 Year	-	-	-	-	-

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

1.59%

Standard Deviation

1.78%

Beta

12.18%

Sharpe Ratio

0.25%

Treynor's Ratio

2.22%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Interglobe Aviat	5.15%	42586	25.45	Equity	Air Transport Service
Trent	5.06%	40223	25.01	Equity	Retail
Eternal Ltd	4.89%	914978	24.17	Equity	E-Commerce/App based Aggregator
Swiggy	4.85%	598605	23.97	Equity	E-Commerce/App based Aggregator
Sai Life	4.72%	301536	23.32	Equity	Pharmaceuticals
BSE	4.46%	79709	22.08	Equity	Financial Services
Prestige Estates	4.37%	130503	21.63	Equity	Realty
Apollo Hospitals	4.00%	27329	19.79	Equity	Healthcare
Cholaman.Inv.&Fn	3.94%	119709	19.49	Equity	Finance
L&T Finance Ltd	3.86%	927855	19.11	Equity	Finance

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Invesco India Business Cycle Fund - Direct (IDCW)	350.15	1.14%	23.14%	-	-	-
Aditya Birla SL International Equity Fund - Direct (IDCW)	206.77	2.46%	19.27%	19.48%	26.79%	14.76%
Aditya Birla SL International Equity Fund - Direct (G)	206.77	2.46%	19.27%	19.48%	26.79%	14.76%
HDFC Pharma and Healthcare Fund - Direct (G)	1704.87	4.21%	14.23%	2.32%	26.68%	-
HDFC Pharma and Healthcare Fund - Direct (IDCW)	1704.87	4.21%	14.23%	2.32%	26.68%	-
WhiteOak Capital Pharma and Healthcare Fund-Dir (G)	331.66	3.44%	13.79%	0.79%	26.44%	-

List of Schemes under Invesco Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
Invesco India Corporate Bond Fund	Debt	Moderate	9.93%	3	₹7,261.91
Invesco India Arbitrage Fund	Hybrid	Low	7.65%	5	₹23,899.90
Invesco India Banking & PSU Fund	Debt	Moderate	9.49%	1	₹104.92
Invesco India Financial Services Fund	Equity	Very High	15.12%	4	₹1,455.76
Invesco India Largecap Fund	Equity	Very High	6.32%	4	₹1,558.24
Invesco India Contra Fund	Equity	Very High	8.04%	3	₹19,257.40
Invesco India Money Market Fund	Debt	Moderately Low	8.1%	2	₹5,630.03
Invesco India Balanced Advantage Fund	Hybrid	Very High	6.52%	3	₹1,024.34
Invesco India Gilt Fund	Debt	Moderately Low	8.22%	3	₹580.30
Invesco India Gold ETF Fund of Fund	Other	High	30.17%	3	₹168.25
Invesco India Large & Mid Cap Fund	Equity	Very High	13.93%	3	₹7,886.66
Invesco India Infrastructure Fund	Equity	Very High	-3.62%	3	₹1,607.39
Invesco India Liquid Fund	Debt	Moderately Low	7.24%	3	₹12,320.15
Invesco India Ultra Short Duration Fund	Debt	Moderately Low	8%	3	₹1,005.82
Invesco India Midcap Fund	Equity	Very High	16.59%	4	₹7,405.92
Invesco India Multicap Fund	Equity	Very High	7.02%	3	₹4,182.05
Invesco India PSU Equity Fund	Equity	Very High	-4.82%	0	₹1,438.55
Invesco India Short Duration Fund	Debt	Moderate	9.69%	2	₹1,321.52
Invesco India ELSS Tax Saver Fund	Equity	Very High	4.35%	2	₹2,911.31
Invesco India Low Duration Fund	Debt	Moderately Low	8.31%	3	₹1,620.86
Invesco India - Invesco PEE Fund of Fund	Other	Very High	18.81%	0	₹51.61
Invesco India - Invesco GEI Fund of Fund	Other	Very High	27.46%	0	₹48.54
Invesco India Credit Risk Fund	Debt	Moderately Low	11.7%	3	₹150.41
Invesco India Aggressive Hybrid Fund	Hybrid	Very High	7.68%	3	₹741.62
Invesco India Smallcap Fund	Equity	Very High	11.01%	5	₹7,424.64
Invesco India Equity Savings Fund	Hybrid	Moderately High	7.97%	2	₹425.58
Invesco India Overnight Fund	Debt	Low	6.36%	4	₹234.04
Invesco India Focused Fund	Equity	Very High	9.45%	4	₹4,153.39
Invesco India - Invesco GCT Fund of Fund	Other	Very High	31.97%	0	₹300.75
Invesco India ESG Integration Strategy Fund	Equity	Very High	6.13%	0	₹490.86
Invesco India Medium Duration Fund	Debt	Moderate	9.65%	2	₹169.35
Invesco India Flexi Cap Fund	Equity	Very High	9.98%	4	₹3,266.88
Invesco India - Invesco EQQQ NASDAQ-100 ETF Fund of Fund	Other	Very High	14.47%	0	₹380.96
Invesco India Nifty G-sec Jul 2027 Index Fund	Other	Moderate	9.1%	0	₹72.42
Invesco India Nifty G-sec Sep 2032 Index Fund	Other	Moderate	11.17%	0	₹46.72
Invesco India Manufacturing Fund	Equity	Very High	0%	0	₹819.80
Invesco India Technology Fund	Equity	Very High	0%	0	₹347.74
Invesco India Multi Asset Allocation Fund	Hybrid	Very High	0%	0	₹406.18
Invesco India Business Cycle Fund	Equity	Very High	0%	0	₹494.67
Invesco India Income Plus Arbitrage Active Fund of Fund	Other	Moderately Low	0%	0	₹0.00

News

Invesco Mutual Fund announces change in fund manager under its schemes

Invesco Mutual Fund has announced change in fund manager under the following schemes, With effect from 01 July 2025

Change in Fund Management Responsibilities

Name of the Scheme(s)	Names of the existing Fund Manager(s)	Names of the new Fund Manager(s)
Invesco India Aggressive Hybrid Fund	Equity Investments: Mr. Dhimant Kothari and Mr. Hiten Jain Debt Investments: Mr. Krishna Cheemalapati	Equity: Mr. Dhimant Kothari* and Mr. Hiten Jain Debt: Mr. Krishna Cheemalapati
Invesco India Balanced Advantage Fund	For Equity: Mr. Dhimant Kothari and Mr. Amit Ganatra For Debt: Mr. Krishna Cheemalapati	Equity: Mr. Dhimant Kothari* and Mr. Amit Ganatra Arbitrage: Mr. Manish Kalani Debt: Mr. Krishna Cheemalapati
Invesco India Equity Savings Fund	Equity Investments: Mr. Dhimant Kothari and Mr. Amit Nigam Arbitrage Investments: Mr. Deepak Gupta Debt Investments: Mr. Krishna Cheemalapati	Equity: Mr. Dhimant Kothari* and Mr. Amit Nigam Arbitrage: Mr. Deepak Gupta Debt: Mr. Krishna Cheemalapati
Invesco India PSU Equity Fund	Mr. Dhimant Kothari	Mr. Dhimant Kothari*, Mr. Sagar Gandhi and Mr. Hiten Jain
Invesco India Financial Services Fund	Mr. Hiten Jain and Mr. Dhimant Kothari	Mr. Hiten Jain and Mr. Dhimant Kothari*
Invesco India Multicap Fund	Mr. Dhimant Kothari and Mr. Amit Nigam	Mr. Dhimant Kothari*, Mr. Taher Badshah and Mr. Manish Poddar
Invesco India ELSS Tax Saver Fund	Mr. Amit Nigam and Mr. Dhimant Kothari	Mr. Amit Nigam, Mr. Dhimant Kothari* and Mr. Deepesh Kashyap
Invesco India Manufacturing Fund	Mr. Amit Ganatra and Mr. Dhimant Kothari	Mr. Amit Ganatra and Mr. Dhimant Kothari*
Invesco India Multi Asset Allocation Fund	Mr. Taher Badshah (Asset Allocation & Equities), Mr. Dhimant Kothari (Equities) and Mr. Krishna Cheemalapati (Fixed Income & Gold/Silver ETFs)	Mr. Taher Badshah (Asset Allocation & Equities), Mr. Dhimant Kothari (Equities)* and Mr. Krishna Cheemalapati (Fixed Income & Gold/Silver ETFs)
Invesco India Arbitrage Fund	Mr. Deepak Gupta and Mr. Kuber Mannadi	Mr. Deepak Gupta and Mr. Manish Kalani

*Ceases to be Fund Manager with effect from close of business hours of July 1, 2025.

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Invesco Mutual Fund announces Income Distribution cum Capital Withdrawal (IDCW) under one scheme
Invesco Mutual Fund has announced 03 July 2025 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) on the face value of Rs 10 per unit under the IDCW option of following schemes. The amount of IDCW (Rs per unit) will be:
Invesco India Balanced Advantage Fund ' Regular IDCW Option & Direct IDCW Option: 0.25
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Invesco Mutual Fund announces Income Distribution cum Capital Withdrawal (IDCW) under one scheme
Invesco Mutual Fund has announced 13 June 2025 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) on the face value of Rs 10 per unit under the IDCW option of following schemes. The amount of IDCW (Rs per unit) will be:
Invesco India Balanced Advantage Fund ' Regular IDCW Option & Direct IDCW Option: 0.25
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Fund House Details & Investment Objective

Date of Incorporation

6 February 2025

Total AUM (Cr)

₹494.67

Invesco India Business Cycle Fund - Direct (IDCW) is an Sectoral / Thematic-oriented fund from the renowned AMC, Invesco Mutual Fund. Launched in 6 February 2025, this fund is managed by Aditya Khemani. With assets under management (AUM) worth ₹494.67 (Cr), as of 10 July 2025, Invesco India Business Cycle Fund - Direct (IDCW) is categorized as a Sectoral / Thematic within its segment. The fund has generated a return of 24.00% since its launch.
The current NAV of Invesco India Business Cycle Fund - Direct (IDCW) is ₹12.42, as on 10 July 2025. The fund's benchmark index is Nifty 500 TRI. You can invest in Invesco India Business Cycle Fund - Direct (IDCW) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹1,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
If units are redeemed/switched out on or before 3 months from the date of allotment: 0.50% If units are redeemed/switched-out after 3 months: Nil The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 95.52% in Equity, 4.76% in Debt and -0.28% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 14.24% in Healthcare Services, 14.01% in Retailing, 12.00% in Capital Markets, 10.57% in Finance, 9.50% in Realty

FAQs

How to Invest in Invesco India Business Cycle Fund - Direct (IDCW) Direct Growth?

Invesco India Business Cycle Fund - Direct (IDCW) is a popular fund in the Sectoral / Thematic segment. The fund has generated a return of 24.00% since inception. Looking to invest in Invesco India Business Cycle Fund - Direct (IDCW) How about earning 1% extra return? All this is possible with m.Stock! Investing in Invesco India Business Cycle Fund - Direct (IDCW) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Invesco India Business Cycle Fund - Direct (IDCW)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Invesco India Business Cycle Fund - Direct (IDCW) today and reap the benefits of this Sectoral / Thematic fund!

How much returns has Invesco India Business Cycle Fund - Direct (IDCW) Direct Growth generated?

In the short term, i.e., 1 year, Invesco India Business Cycle Fund - Direct (IDCW) has generated annualised return of undefined%. In the long-term, the fund has generated undefined% and - in 3 and 5 years respectively. Since its inception, the fund has generated 24.00% returns.

What is the expense ratio of Invesco India Business Cycle Fund - Direct (IDCW) Direct Growth?

The expense ratio of Invesco India Business Cycle Fund - Direct (IDCW) Direct Growth is 0.69%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Invesco India Business Cycle Fund - Direct (IDCW) Fund Direct Growth?

The Assets Under Management (AUM) of Invesco India Business Cycle Fund - Direct (IDCW) is ₹494.67 (Cr) as of 2025-07-10 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Invesco India Business Cycle Fund - Direct (IDCW) Direct Growth?

Redeeming or selling units of Invesco India Business Cycle Fund - Direct (IDCW) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Invesco India Business Cycle Fund - Direct (IDCW):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Invesco India Business Cycle Fund - Direct (IDCW)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).