Business CycleBuy

Invesco India BusIness Cycle

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

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Trailing returns

vs Nifty 500 (index-fund proxy)

1 Year

15.1%

+14.6% vs index

3 Years

—

5 Years

—

Since launch

33.5%

Year-by-year performance

last entry = YTD

2026

+12.8%+14.6% 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 19% of peers).

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

Sharpe ratio1.48 · 97th percentile in category

Expense ratio0.74% · 97th percentile in category

Sortino ratio2.21 · 97th percentile in category

Alpha17.25 · 97th percentile in category

Volatility18.27 · 19th percentile in category

1Y return15.08% · 97th percentile in category

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