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
₹16.83
-0.37%
NAV as on 19 Jun 25, 12:00 AM
moderately high risk
equity savings
equity
NAV as on 19 Jun 25, 12:00 AM
moderately high risk
equity savings
equity
5.44%p.a.
Last 1Y
12.69%p.a.
Last 3Y
10.02%p.a.
Last 5Y
9.24%p.a.
Since Inception
About Invesco India Equity Savings Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Invesco India Equity Savings Fund Growth scheme from Invesco Asset Management Company Pvt Ltd. It is a Equity Savings mutual fund scheme that predominantly invests in Equity Savings stocks of companies. Launched on Mar 2019, Invesco India Equity Savings Fund Growth is Equity Savings fund of its category with 353.91 Cr fund under management as on Jun 2025. The expense ratio of this fund is less than that of most other Fund category Equity Savings funds.
- Invesco India Equity Savings Fund Growth delivered 5.4% annual returns during the last year. It has delivered 9.2% average annual returns since the fund was launched.
- Invesco India Equity Savings Fund Growth 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 capital appreciation and income by investing in equity and equity related instruments, arbitrage opportunities and fixed income instruments (including debt, government securities and money market instruments).
Top 10 Holdings
Net Receivables / Payables
32.45%
Axis Bank Ltd
6.85%
Infosys Ltd
4.53%
Sun Pharmaceutical Industries Ltd
3.95%
United Spirits Ltd
3.95%
HDFC Bank Ltd
3.94%
Triparty Repo
3.68%
Invesco India Liquid Fund - Direct Plan - Growth
2.88%
7.1% Government of India 2034
2.60%
Mahindra & Mahindra Ltd
2.53%
Fund Managers
- Amit Nigam (Sep 2020 - Present)
- Deepak Gupta (Dec 2023 - Present)
- Krishna Cheemalapati (Mar 2019 - Present)
- Dhimant Kothari (May 2020 - Present)
Key Information
View Scheme Document
Invesco India Equity Savings Fund Growth 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 Equity Savings Fund Growth
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 Equity Savings Fund Growth?
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 Equity Savings Fund Growth
- 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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