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
₹12.29
0.08%
NAV as on 08 Jul 25, 12:00 AM
risk
thematic business cycles
equity
NAV as on 08 Jul 25, 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
0.00%p.a.
Since Inception
About INVESCO INDIA BUSINESS CYCLE FUND - PLAN - IDCW REINVESTMENT for NRIs
NRIs can achieve long-term capital appreciation by investing in the INVESCO INDIA BUSINESS CYCLE FUND - PLAN - IDCW REINVESTMENT 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 Jan 1970, INVESCO INDIA BUSINESS CYCLE FUND - PLAN - IDCW REINVESTMENT is Thematic - Business Cycles fund of its category with 0 fund under management as on Jul 2025. The expense ratio of this fund is less than that of most other Fund category Thematic - Business Cycles funds.
- INVESCO INDIA BUSINESS CYCLE FUND - PLAN - IDCW REINVESTMENT delivered 0.0% annual returns during the last year. It has delivered 0.0% average annual returns since the fund was launched.
- INVESCO INDIA BUSINESS CYCLE FUND - PLAN - IDCW REINVESTMENT 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
Triparty Repo
5.83%
BSE Ltd
5.70%
Interglobe Aviation Ltd
4.78%
Trent Ltd [Lakme Ltd]
4.36%
Prestige Estates Projects Ltd
4.34%
Krishna Institute of Medical Sciences Ltd
4.07%
Multi Commodity Exchange Of India Ltd
4.00%
Swiggy Ltd
3.93%
Max Healthcare Institute Ltd
3.74%
HDFC Asset Management Company Ltd
3.66%
Fund Managers
Key Information
View Scheme Document
INVESCO INDIA BUSINESS CYCLE FUND - PLAN - IDCW REINVESTMENT SIP Calculator
If invested
per month
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 - PLAN - IDCW REINVESTMENT
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 - PLAN - IDCW REINVESTMENT?
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 - PLAN - IDCW REINVESTMENT
- 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
Similar Funds
Funds
3Y Return
ICICI Prudential Quality Fund-Growth
risk | equity
0.0%
ICICI Prudential Rural Opportunities Fund-Growth
risk | equity
0.0%
Sundaram Multi-Factor Fund -Growth
risk | equity
0.0%
Frequently Asked Questions
Copyright | 2021 @ SBNRI | All Rights Reserved