76
Business CycleBuy
Invesco India BusIness Cycle
Invesco · Direct–Growth · rank #3 of 19 by Smart Score
Data updated
Trailing returns
1 Year
6.4%
+11.1% vs index
3 Years
—
5 Years
—
Since launch
25.4%
Year-by-year performance
2026
+9.6%+15.6% 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 15% of peers).
Each bar shows the fund's percentile vs Business Cycle peers — a longer bar beats more of the category.
Sharpe ratio1.08 · 97th percentile in category
Expense ratio0.83% · 92nd percentile in category
Sortino ratio1.60 · 97th percentile in category
Alpha15.57 · 97th percentile in category
Volatility17.53 · 15th percentile in category
1Y return6.42% · 97th percentile in category
Top holdings
1.Kotak Mahindra Bank Ltd6.03%
2.Axis Bank Ltd6%
3.Apollo Hospitals Enterprise Ltd5.99%
4.DLF Ltd5.62%
5.Sai Life Sciences Ltd.5.25%
35 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.