NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹12.33
-0.48%
NAV as on 05 Feb 26, 12:00 AM
risk
thematic business cycles
equity
NAV as on 05 Feb 26, 12:00 AM
risk
thematic business cycles
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
23.30%p.a.
Since Inception
About Invesco India Business Cycle Fund -Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Invesco India Business Cycle Fund -Growth scheme from Invesco Asset Management Company Pvt Ltd. It is a Thematic - Business Cycles mutual fund scheme that predominantly invests in Thematic - Business Cycles stocks of companies. Launched on Feb 2025, Invesco India Business Cycle Fund -Growth is Thematic - Business Cycles fund of its category with 946.77 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category Thematic - Business Cycles funds.
- Invesco India Business Cycle Fund -Growth delivered 0.0% annual returns during the last year. It has delivered 23.3% average annual returns since the fund was launched.
- Invesco India Business Cycle Fund -Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
To generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Top 10 Holdings
Interglobe Aviation Ltd
5.61%
BSE Ltd
2.87%
LTIMindtree Ltd
0.54%
Dixon Technologies (India) Ltd
1.16%
HDFC Asset Management Company Ltd
2.34%
Krishna Institute Of Medical Sciences Ltd
2.46%
Max Healthcare Institute Ltd
4.52%
Zomato Ltd
4.44%
Ethos Ltd
0.63%
Global Health Ltd
2.76%
Fund Managers
- Aditya Khemani (Feb 2025 - Present)
- Amit Ganatra (Feb 2025 - Present)
Key Information
View Scheme Document
Invesco India Business Cycle Fund -Growth SIP Calculator
If invested
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For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on Invesco India Business Cycle Fund -Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Invesco India Business Cycle Fund -Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Invesco India Business Cycle Fund -Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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