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INVESCO INDIA BUSINESS CYCLE FUND REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis
- Equity
- Other Themes
- Average
-
₹12.33
(-0.72%)
Current NAV 29-08-2025
-
0%
Returns
-
Min. SIP ₹1000
Min. Investment ₹1000
Fund Suitability Test
Asset Allocation (As on 31-Jul-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 96.86%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Mid Cap | 39.16 |
| Large Cap | 28.6 |
| Small Cap | 24.68 |
| Others | 4.42 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Healthcare
Financial Services
Consumer Cyclical
Industrials
Real Estate
Technology
Basic Materials
Consumer Defensive
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 29-Aug-2025 |
Holdings | PE Ratio 29-Aug-2025 |
1Y Return |
|---|---|---|---|---|---|
| Eternal Ltd | Large Cap | Consumer Cyclical (36.51) | 5.5% | -10.49 | 85.47% |
| Max Healthcare Institute Ltd Ordinary Shares | Mid Cap | Healthcare (47.92) | 4.94% | 112.42 | 42.22% |
| Trent Ltd | Large Cap | Consumer Cyclical (88.56) | 4.91% | 119.08 | -25.99% |
| Swiggy Ltd | Large Cap | Consumer Cyclical | 4.83% | - | 0% |
| InterGlobe Aviation Ltd | Large Cap | Industrials (31.04) | 4.67% | 32.36 | 17.98% |
| BSE Ltd | Mid Cap | Financial Services | 4.42% | - | 0% |
| Sai Life Sciences Ltd | Small Cap | Healthcare | 4.3% | - | 0% |
| Global Health Ltd | Small Cap | Healthcare (48.13) | 3.87% | 69.14 | 22.34% |
| Apollo Hospitals Enterprise Ltd | Mid Cap | Healthcare (48.13) | 3.82% | 69.47 | 10.89% |
| L&T Finance Ltd | Mid Cap | Financial Services (35.65) | 3.75% | 20.37 | 27.28% |
| Prestige Estates Projects Ltd | Mid Cap | Real Estate (71.85) | 3.74% | 127.18 | -9.72% |
| HDFC Asset Management Co Ltd | Mid Cap | Financial Services (38.31) | 3.48% | 44.39 | 22.49% |
| Cholamandalam Investment and Finance Co Ltd | Large Cap | Financial Services (26.13) | 3.41% | 28.3 | 41.05% |
| Krishna Institute of Medical Sciences Ltd | Small Cap | Healthcare | 3.39% | - | 0% |
| Max Estates Ltd | Small Cap | Real Estate | 2.91% | - | 0% |
| Glenmark Pharmaceuticals Ltd | Mid Cap | Healthcare (38.91) | 2.89% | 71.7 | 13.66% |
| Multi Commodity Exchange of India Ltd | Small Cap | Financial Services (71.4) | 2.87% | 57.73 | 47.57% |
| Blue Star Ltd | Mid Cap | Industrials (79.73) | 2.69% | 71.23 | 10.95% |
| Dixon Technologies (India) Ltd | Mid Cap | Technology (117.35) | 2.68% | 85.07 | 26.46% |
| United Spirits Ltd | Large Cap | Consumer Defensive (30.79) | 2.46% | 0 | 0% |
| Sonata Software Ltd | Small Cap | Technology (27.93) | 2.45% | 23.01 | -46.54% |
| Aditya Infotech | 2.29% | - | 0% | ||
| JK Cement Ltd | Mid Cap | Basic Materials (47.58) | 2.26% | 53.34 | 55.28% |
| Shriram Finance Ltd | Financial Services | 2.13% | - | 0% | |
| ABB India Ltd | Large Cap | Industrials (83.79) | 2.05% | 0 | -31.11% |
| Vishal Mega Mart Ltd | Mid Cap | Consumer Cyclical | 1.89% | - | 0% |
| Phoenix Mills Ltd | Mid Cap | Real Estate (71.85) | 1.75% | 54.27 | -17.27% |
| Timken India Ltd | Small Cap | Industrials (51.12) | 1.28% | 0 | -21.98% |
| Bansal Wire Industries Ltd | Small Cap | Basic Materials | 1.04% | - | 0% |
| Ethos Ltd | Small Cap | Consumer Cyclical (72.15) | 0.97% | 66.39 | -25.58% |
| Grindwell Norton Ltd | Small Cap | Industrials (50.34) | 0.88% | 46.5 | -36.46% |
| Indian Hotels Co Ltd | Mid Cap | Consumer Cyclical (70.17) | 0.85% | 53.46 | 19.59% |
| LTIMindtree Ltd | Large Cap | Technology (36.96) | 0.75% | 33.85 | 6.16% |
| Carborundum Universal Ltd | Small Cap | Industrials (54.98) | 0.72% | 64.36 | -41.51% |
| Ethos Limited | 0% | - | 0% |
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Chat with usFrequently Asked Questions
What is Market cap allocation in the portfolio?
In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.
Top 5 holdings for INVESCO INDIA BUSINESS CYCLE FUND REGULAR PLAN IDCW REINVESTMENT?
The top holdings of this fund are
How do I create a good mutual fund portfolio?
Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.
How to maintain a good portfolio?
Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.
What is sector allocation in the portfolio?
The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.
Top 5 Sector for INVESCO INDIA BUSINESS CYCLE FUND REGULAR PLAN IDCW REINVESTMENT?
The major sectors of this fund are .
What is the ideal number of funds to have in a portfolio?
There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.
How does risk tolerance play a role in determining portfolio allocation?
Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.
