FundLens
76
Business CycleBuy

Invesco India BusIness Cycle

Invesco · Direct–Growth · rank #3 of 19 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
11.2%
+13.3% vs index
3 Years
5 Years
Since launch
29.6%

Year-by-year performance

last entry = YTD
2026
+13.2%

Why this score

Invesco India BusIness Cycle scores 76/100 — #3 of 19 Business Cycle fund (Buy). It stands out for sharpe ratio and expense ratio — beating 97% of peers on sharpe ratio. The main drag is its volatility (better than only 15% of peers).

Each bar shows the fund's percentile vs Business Cycle peers — a longer bar beats more of the category.

Sharpe ratio1.31 · 97th percentile in category
Expense ratio0.79% · 97th percentile in category
Sortino ratio1.96 · 97th percentile in category
Alpha17.05 · 97th percentile in category
Volatility17.60 · 15th percentile in category
1Y return11.24% · 97th percentile in category

Top holdings

top 5 = 24.6% of portfolio
1.Kotak Mahindra Bank Ltd5.66%
2.Sai Life Sciences Ltd.5%
3.Larsen & Toubro Ltd4.74%
4.Aditya Infotech Ltd.4.64%
5.DLF Ltd4.54%

36 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

Other Business Cycle funds