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
₹26.82
-3.35%
NAV as on 16 Jan 25, 12:00 AM
very high risk
elss (tax savings)
elss
NAV as on 16 Jan 25, 12:00 AM
very high risk
elss (tax savings)
elss
24.43%p.a.
Last 1Y
14.38%p.a.
Last 3Y
18.24%p.a.
Last 5Y
14.88%p.a.
Since Inception
About Invesco India ELSS Tax Saver Fund Reinvestment of Income Dist cum Capital Wtdrl for NRIs
NRIs can achieve long-term capital appreciation by investing in the Invesco India ELSS Tax Saver Fund Reinvestment of Income Dist cum Capital Wtdrl scheme from Invesco Asset Management (India) Private Ltd. It is a ELSS (Tax Savings) mutual fund scheme that predominantly invests in ELSS (Tax Savings) stocks of companies. Launched on Dec 2006, Invesco India ELSS Tax Saver Fund Reinvestment of Income Dist cum Capital Wtdrl is ELSS (Tax Savings) fund of its category with 2,954.4 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category ELSS (Tax Savings) funds.
- Invesco India ELSS Tax Saver Fund Reinvestment of Income Dist cum Capital Wtdrl delivered 24.4% annual returns during the last year. It has delivered 14.9% average annual returns since the fund was launched.
- Invesco India ELSS Tax Saver Fund Reinvestment of Income Dist cum Capital Wtdrl scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in elss
Fund Objective
To generate long term capital appreciation from a diversified portfolio of predominantly equity and equity-related instruments.
Top 10 Holdings
HDFC Bank Ltd
6.52%
ICICI Bank Ltd
5.34%
Tata Consultancy Services Ltd
4.09%
Axis Bank Ltd
2.99%
The Federal Bank Ltd
2.47%
Divi's Laboratories Ltd
2.47%
Metro Brands Ltd
2.35%
Coforge Ltd
2.28%
Apollo Hospitals Enterprise Ltd
2.21%
Poly Medicure Ltd
2.19%
Fund Managers
- Amit Nigam (Sep 2020 - Present)
- Dhimant Kothari (Mar 2018 - Present)
Key Information
View Scheme Document
Invesco India ELSS Tax Saver Fund Reinvestment of Income Dist cum Capital Wtdrl SIP Calculator
If invested
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For a period of
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₹0(+0.0%)
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This Fund
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NRI Mutual Fund Tax on Invesco India ELSS Tax Saver Fund Reinvestment of Income Dist cum Capital Wtdrl
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 ELSS Tax Saver Fund Reinvestment of Income Dist cum Capital Wtdrl?
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 ELSS Tax Saver Fund Reinvestment of Income Dist cum Capital Wtdrl
- 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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Frequently Asked Questions
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