Invesco India Business Cycle Fund Direct Growth

Scheme code: INF205KA1AI8 NAV value: ₹ 11.5700 NAV date: 19 March, 2026 TER: 0.64%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	18.40	24.75	22.03	21.96	13.63

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	21.96
3 year	6.28	30.95	15.04
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	21.96
3 year	6.56	19.64	13.57
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	21.96
3 year	7.68	21.49	15.06
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	21.96
3 year	8.04	32.03	17.81
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,43,899 - Absolute Returns: ₹43,899 - CAGR: %

Max Drawdown

-12.99 %

Drawdown Duration

5 months

Avg Drawdown

-2.25 %

1 Y

1.6904

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	14.15	1.12	115.7	97.5	17.84 %	4.00 %
3 years	4.18	1.12	113.5	97.7	5.59 %	1.96 %
5 years	2.80	1.12	113.5	97.7	3.32 %	1.17 %
7 years	2.21	1.12	113.5	97.7	2.36 %	0.84 %
10 years	1.78	1.12	113.5	97.7	1.64 %	0.58 %
12 years	1.61	1.12	113.5	97.7	1.37 %	0.49 %
15 years	1.44	1.12	113.5	97.7	1.09 %	0.39 %