Fundalysisby DARKHORSESTOCKS

Scheme

Invesco India Business Cycle Fund

Holds 35 companies worth ₹1,319 Cr in Sept 2026.

  • Fund house

    INVESCOThe fund house that runs this scheme.

  • AUM

    ₹1,371 CrInvesco India Business Cycle Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 0.7% on Aug 2026, ₹1,381 Cr.

  • Largest holding

    Kotak Mahindra Bank LimitedKotak Mahindra Bank Limited is 6.0% of this scheme's NAV.

  • Fund manager

    Aditya KhemaniRuns it since 27 Feb 2025, as the fund house dates it.

AUM(Mar 2025 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20261,371−0.7%
Aug 20261,381+6.5%
Jul 20261,297+8.2%
Jun 20261,199+12.6%
May 20261,065+4.8%
Apr 20261,016+20.0%
Mar 2026847−10.5%
Feb 2026946+6.1%
Jan 2026892−5.8%
Dec 2025947+2.3%
Nov 2025926+7.2%
Oct 2025864+13.8%
AUM at month end, Sept 2026
₹1,371 Cr
+58.7% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Mar 2025 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 202615.85%+0.15 pt
Jun 202615.71%+0.14 pt
Mar 202615.57%+0.32 pt
Dec 202515.25%−1.15 pt
Direct plans' share of AUM, Sept 2026
15.85%
+0.61 pt since Dec 2025
Fig. 2.Invesco India Business Cycle Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty 500 TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−4.15%−4.32%––−4.25%
3 months *
−2.83%−3.24%––−2.83%
6 months *
+16.06%+15.18%––+6.17%
1 year
+9.14%+7.43%−5.06%+14.20 pt−0.06%
Since launch
+23.67%+21.71%+5.71%+17.96 pt+13.93%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty 500 TRI. * From NAVs. Source: AMFI.