76
Business CycleBuy
Invesco India BusIness Cycle
Invesco · Direct–Growth · rank #3 of 19 by Smart Score
Data updated
Trailing returns
1 Year
16.5%
+13.4% vs index
3 Years
—
5 Years
—
Since launch
31.5%
Year-by-year performance
2026
+14.5%+16.5% vs index
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 ratio1.41 · 97th percentile in category
Expense ratio0.72% · 97th percentile in category
Sortino ratio2.12 · 97th percentile in category
Alpha17.12 · 97th percentile in category
Volatility17.72 · 15th percentile in category
1Y return16.47% · 97th percentile in category
Top holdings
1.Kotak Mahindra Bank Ltd5.61%
2.Larsen & Toubro Ltd4.91%
3.Sai Life Sciences Ltd.4.8%
4.Aditya Infotech Ltd.4.7%
5.Interglobe Aviation Ltd4.64%
36 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.