Star Portfolios

Invesco India Business Cycle Fund

Institution · data to Jun 2026

Disclosed value

₹995 Cr

Jun 2026 closes

At current prices

Current holdings

2

Tracked since

Mar 2025

Portfolio value over time

Sum of disclosed holdings across all combined entities, valued at each quarter's closing price.

Current holdings (Jun 2026)

+0.12pp₹604 Cr
-0.14pp₹391 Cr

Portfolio Summary

Jun 2026

As of Jun 2026, Invesco India Business Cycle Fund — an institution tracked through public shareholding filings — disclosed 2 holdings in Indian listed companies worth ₹995 crore. The same holdings-at-filing-value basis put it at ₹3,505 crore in Mar 2026 (71.6%). Solomo carries these filings back to Mar 2025.

Largest disclosed positions in Jun 2026: Timken India Ltd (TIMKEN2.36% of the company, ₹604 crore); Wework India Management Ltd (WEWORK3.81% of the company, ₹391 crore).

Changes in the Jun 2026 filings: Stake raised in Timken India Ltd (+0.12 pp). Stake reduced in Wework India Management Ltd (−0.14 pp). No longer disclosed after the previous quarter: Sai Life Sciences Ltd, IndusInd Bank Ltd, Max Estates Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.

Combined disclosed portfolio value by filed quarter, valued at each quarter's closing prices.
QuarterDisclosed valueChange
Jun 2026₹995 Cr−71.6%
Mar 2026₹3,505 Cr+14.7%
Dec 2025₹3,055 Cr+47%
Sep 2025₹2,078 Cr+757.4%
Jun 2025₹242 Cr+60.7%
Mar 2025₹151 Cr-
All star portfolios 7 further positions appear in earlier filings but not in Jun 2026.Quarterly shareholding filings (BSE/NSE); only stakes above the 1% disclosure threshold are public. Not investment advice.