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Invesco India Business Cycle Fund - Direct Plan - Growth

Invesco · Scheme 153291

14.64 0.00%NAV · 2026-09-18
83
Excellent FundScore
Start SIP
AUM
₹1,297 cr
Expense ratio
0.79%
3Y CAGR
Risk level
High
Min SIP
₹100
Benchmark
Underlying index
Fund manager: Aditya KhemaniExit load: Exit load of 0.50%, if redeemed within 3 months.
Excellent · 83/100

A standout fund on our data — strong across almost every dimension.

🎯 Best held for the long term (5+ years) as part of a diversified portfolio.

📈 Why it could do well

  • Excellent risk-adjusted returns (Sharpe 1.32) — reward isn't just from taking more risk.
  • Protects capital well — worst-ever fall was only 16%.
  • 1Y return: +14.3%

📉 What could drag it down

  • Short track record — not enough history yet to judge long-term performance; treat the score as provisional.

FundScore breakdown

83/100 · Excellent
How it works →
85
Returns
Excellent
50
Consistency
Average
75
Risk-adjusted
Strong
91
Downside protection
Excellent
79
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.