Invesco India Business Cycle Fund(IDCW)
Ticker: mf16410
Decent
48/100
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Franklin India Overnight Fund(DD-IDCW)
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B
Bandhan CRISIL IBX 90:10 SDL Plus Gilt - April 2032 Index Fund(IDCW)
The fund shows potential but carries significant risks due to weak growth and profitability metrics.
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U
Union Business Cycle Fund(IDCW Reinvest)
The fund shows potential but faces challenges in growth consistency and valuation metrics compared to peers.
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U
Union Business Cycle Fund(IDCW)
The fund shows some potential but faces significant challenges in growth and profitability metrics.
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W
WOC Ultra Short Duration Fund(M-IDCW Payout)
The fund shows decent potential with stable growth and profitability metrics, but some risks in execution and market sentiment should be monitored.
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W
WOC Ultra Short Duration Fund(FN-IDCW Payout)
The fund shows decent potential but has some risks that need to be monitored closely.
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W
WOC Ultra Short Duration Fund(W-IDCW Payout)
The fund shows decent potential but faces challenges in profitability and valuation metrics. Investors should proceed with caution.
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W
WOC Ultra Short Duration Fund(M-IDCW)
The fund shows decent potential with stable growth and profitability metrics, but some execution risks should be monitored.
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W
WOC Ultra Short Duration Fund(W-IDCW)
The fund shows potential for stable returns with manageable risks, making it a decent investment option.
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W
WOC Ultra Short Duration Fund(DD-IDCW)
The fund shows several weaknesses in growth, profitability, and market sentiment, making it a risky investment.
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W
WOC Ultra Short Duration Fund(FN-IDCW)
The fund shows moderate potential but lacks strong growth drivers and profitability metrics.
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I
ICICI Pru Nifty 200 Momentum 30 Index Fund(IDCW)
The ICICI Pru Nifty 200 Momentum 30 Index Fund shows decent potential with a balanced approach to growth and profitability, but some governance and execution risks should be monitored.
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I
ICICI Pru Nifty 200 Momentum 30 Index Fund(IDCW Payout)
The fund shows decent potential with a balanced approach to growth and profitability, but caution is advised due to some valuation concerns.
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Business Overview
Invesco India Business Cycle Fund (IDCW) is designed for investors seeking to capitalize on India's economic growth through strategic sectoral investments. This fund focuses on sectors that are poised for growth based on the business cycle, making it ideal for those looking to enhance their portfolio with dynamic opportunities. With a professional management team, it aims to deliver long-term capital appreciation while managing risks effectively.
- Focuses on sectoral investments based on business cycles
- Ideal for growth-oriented investors
- Managed by experienced professionals
- Aims for long-term capital appreciation
- Diversifies portfolio with dynamic opportunities
Investment Thesis
Invesco India Business Cycle Fund stands out due to its strong promoter credibility and robust growth potential in digital services. With attractive valuations compared to peers, this fund presents a compelling opportunity for investors looking to capitalize on India's economic recovery and growth trajectory.
- Backed by Invesco, a globally recognized asset management firm, ensuring strong governance and credibility.
- Significant growth potential in digital services, aligning with India's tech-driven economy.
- Attractive valuation metrics compared to industry peers, offering a favorable entry point.
- Focus on cyclical sectors poised for recovery, enhancing long-term growth prospects.
- Diversified portfolio strategy aimed at mitigating risks and maximizing returns.
Opportunity vs Risk
Opportunities
- Strong economic recovery potential
- Diversified exposure to various sectors
- Attractive long-term growth prospects
- Experienced fund management team
- Increased retail investment interest
Risks ⚠️
- Market volatility affecting returns
- Sector-specific downturns
- Regulatory changes impacting operations
- High expense ratio compared to peers
- Dependence on economic cycles
Peer Perspective
Invesco India Business Cycle Fund trades at a premium compared to peers like Nippon India and ICICI Prudential. A rerating could occur if it demonstrates consistent margin stability and accelerates growth in its key sectors.
📊 Stock Investment Checklist (100 Points)
Invesco India Business Cycle Fund(IDCW) • Updated: 2025-10-01 06:20:40
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10BusinessHighThe fund is positioned in a sector that is adapting to future trends, but lacks a strong competitive moat.
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10GrowthHighRevenue and profit growth have shown some consistency, but not exceptional.
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10ProfitabilityHighROE and ROCE are decent, but cash flow is inconsistent compared to net profit.
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8ValuationHighValuation metrics are average compared to peers, indicating potential overvaluation.
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7BalanceHighThe balance sheet shows moderate debt levels, with adequate liquidity.
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6GovernanceGoodPromoter holding is reasonable, but there are concerns regarding disclosures.
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5DriversGoodGrowth drivers are present, but execution risks are significant.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The fund has potential but faces challenges in growth consistency and execution risks. Caution is advised.