Comprehensive analysis of Invesco India Business Cycle Fund - Direct (IDCW) (45477) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Invesco Asset Management (India) Pvt Ltd
To generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. There is no assurance that the investment objective of the Scheme will be achieved.
A comprehensive at-a-glance view of key mutual fund health indicators
Weak Returns
High Risk
Low Expense Ratio
Equity Focused
New Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Historical performance consistency
Recent performance momentum
Outperformance vs benchmark
Market exposure level
Fund management costs
Risk-adjusted returns
Assets under management
Fund manager experience
This fund has underperformed its benchmark by 4.81% over the 3Y period.
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| Eternal Ltd | E-Commerce/App based Aggregator | 5.50% |
| Interglobe Aviation Ltd | Air Transport Service | 5.15% |
| Trent Ltd | Retail | 5.06% |
| Max Healthcare Institute Ltd | Healthcare | 4.94% |
| Trent Ltd | Retail | 4.91% |
| Eternal Ltd | E-Commerce/App based Aggregator | 4.89% |
| Swiggy Ltd | E-Commerce/App based Aggregator | 4.85% |
| Swiggy Ltd | E-Commerce/App based Aggregator | 4.83% |
| TREPS | Debt Others | 4.76% |
| Sai Life Sciences Ltd | Pharmaceuticals | 4.72% |
Compare against Sectoral / Thematic category average
This comparison shows how the fund performs relative to the Sectoral / Thematic category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Sectoral / Thematic category
| Fund Name | NAV | 1W | 1M | 3M |
|---|---|---|---|---|
| Aditya Birla SL MNC Fund - Direct (G) | ₹1524.25 | 3.37% | 3.51% | 14.28% |
| Aditya Birla SL MNC Fund - (G) | ₹1370.22 | 3.35% | 3.45% | 14.08% |
| Nippon India Banking&Financial Services-Dir(Bonus) | ₹702.57 | 1.75% | 4.13% | 14.57% |
| Nippon India Banking&Financial Services-Dir(G) | ₹702.57 | 1.75% | 4.13% | 14.57% |
| Nippon India Banking&Financial Services (Bonus) | ₹643.19 | 1.74% | 4.05% | 14.33% |
| Nippon India Banking&Financial Services (G) | ₹643.19 | 1.74% | 4.05% | 14.33% |
| Nippon India Pharma Fund - Direct (Bonus) | ₹575.71 | 2.24% | 2.71% | 9.40% |
| Nippon India Pharma Fund - Direct (G) | ₹575.71 | 2.24% | 2.71% | 9.40% |
| Franklin India Technology Fund - Direct (G) | ₹575.22 | 2.30% | 4.81% | 11.95% |
| ICICI Pru FMCG Fund - Direct (G) | ₹523.66 | 1.56% | 0.36% | 5.43% |
A seasoned investment professional with over 1 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.