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Invesco India Business Cycle Fund - NAV, Performance, Returns 2025

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Explore Invesco India Business Cycle Fund's latest NAV, AUM, returns and investment strategy. Learn about fund managers, objectives, and whether to invest in this equity thematic fund.

Investment Objective and Approach

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.

The fund follows a thematic investment approach, focusing on:

- Business Cycle Strategy: Dynamic allocation across sectors and stocks based on different stages of economic cycles

- Equity Focus: Predominantly invests in equity and equity-related securities

- Sector Rotation: Strategic positioning across various sectors based on business cycle stages

- Long-term Capital Growth: Aims to capture opportunities across market cycles for sustainable wealth creation

Benchmark: Invesco performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.

Fund Managers

Aditya Khemani: Invesco Mutual Fund has welcomed a highly experienced fund manager in Aditya Khemani, who joined the team in November 2023. With over 18 years of expertise in the equities market, Aditya brings a wealth of knowledge that is integral to Invesco's equity funds.

Educational Background:

- Aditya's career began with a solid academic foundation, having completed his Bachelor's in Commerce from St. Xavier's College under Kolkata University. He further honed his skills with a Post Graduate Diploma in Management (PGDM) from the Indian Institute of Management, Lucknow, a well-regarded institution known for producing some of the brightest minds in the business world.

Professional Experience:

- Before taking on his role at Invesco, Aditya's experience spanned several top-tier organisations. He served as a Fund Manager at Motilal Oswal Asset Management, where he was responsible for managing equity funds, developing investment strategies, and ensuring the optimal performance of portfolios.

- He also worked with HSBC Asset Management (India), SBI Funds Management, and Morgan Stanley Advantage Services, where he developed a broad understanding of market dynamics and asset allocation strategies.

Co-Fund Manager: Amit Ganatra - Mr. Ganatra holds a Commerce degree and is a Charted Accountant. He is also a Chartered Financial Analyst from AIMR.

About the Fund House (AMC)

Invesco Asset Management (India) Private Limited is part of the global Invesco group, a leading independent investment management firm.

Global Presence: Established in 1935, Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. It manages $1.35 trillion in assets on behalf of clients worldwide (as of January 31, 2021) with specialized investment teams managing investments across a comprehensive range of asset classes, investment styles and geographies.

Indian Operations:

- Invesco Asset Management (India) aims to serve the investment needs of individual investors, corporate and institutions through mutual funds and sub-advised portfolios. Its product portfolio is managed by individually focused management teams to create optimum balance and results.

- Invesco Mutual Fund AMC was incorporated on 20, May 2005, and has an AUM size of Rs. 1,08,364 Cr as on 31, Dec 2024.

- Invesco Mutual Fund has total of 396 schemes.

Investment Philosophy: Invesco Asset Management (India) offers expertise across equity and fixed income investments, with a broad range of best-in-class investment products across asset classeswith high standards of customer service.

Should I Invest in Invesco India Business Cycle Fund?

Key Fund Metrics (as of August 2025):

- NAV: The latest declared NAV of Invesco India Business Cycle Fund - Regular Plan, is ₹12.2300 as of 04-Aug-2025.

- AUM: Invesco India Business Cycle Fund - Regular (G) has achieved Rs 494.67 Crores worth of assets under management (AUM).

- Expense Ratio: The expense ratio of Invesco India Business Cycle Fund is 0.65%

- Minimum Investment: The minimum investment required to start investing in Invesco India Business Cycle Fund - Regular Plan is ₹1,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.

Performance: The fund has delivered a CAGR of 16.3 since inception. (launched in 04-03-2025)

Investment Considerations:

- Risk Profile: This is a high-risk equity thematic fund suitable for investors with high risk appetite

- Investment Horizon: Ideal for long-term investors (5+ years) who can ride market cycles

- Theme Focus: Suitable for investors who believe in business cycle investing and sector rotation strategies

- New Fund: Being a relatively new fund (launched in 2025), track record is limited

Who Should Consider:

- Investors seeking exposure to business cycle-based investment strategy

- Those comfortable with thematic equity funds and higher volatility

- Long-term wealth creation seekers with high risk tolerance

- Investors looking for professional fund management with sector rotation approach

FAQs

What is today's NAV of Invesco India Business Cycle Fund?

The latest NAV varies daily. Check the current NAV on your investment platform or the official Invesco website for real-time updates.

What is the AUM of Invesco India Business Cycle Fund?

As of August 2025, the fund has an AUM of ₹494.67 crores, indicating moderate investor interest since its launch.

What is the expense ratio of Invesco India Business Cycle Fund?

The expense ratio is 0.65% for the direct plan, which is reasonable for an actively managed equity thematic fund.

What are the returns of Invesco India Business Cycle Fund since inception?

The fund has delivered a CAGR of 16.3% since its inception in March 2025, though this represents a short track record.

What is the minimum SIP amount to invest in Invesco India Business Cycle Fund?

The minimum SIP amount is ₹500 for regular plans, making it accessible for retail investors to start systematic investing.

How do I invest in Invesco India Business Cycle Fund?

You can invest through Allvest platform by completing your KYC, selecting the fund, choosing SIP or lumpsum, and making payment online.

How to start a SIP in Invesco India Business Cycle Fund?

Register with Allvest, complete KYC verification, select the fund, choose SIP frequency and amount, set up auto-debit, and confirm your investment.

How do I automate an SIP in Invesco India Business Cycle Fund?

Set up auto-debit mandate through Allvest platform by linking your bank account and authorizing automatic monthly/quarterly deductions for seamless investing.

How can I withdraw/redeem my investment in Invesco India Business Cycle Fund?

Log into your Allvest account, navigate to your portfolio, select the fund, choose redemption amount, and submit the request for processing within 3-4 working days.