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
₹17.45
0.52%
NAV as on 17 Nov 24, 12:00 AM
very high risk
equity esg
equity
NAV as on 17 Nov 24, 12:00 AM
very high risk
equity esg
equity
29.07%p.a.
Last 1Y
8.69%p.a.
Last 3Y
0.00%p.a.
Last 5Y
17.52%p.a.
Since Inception
About Invesco India ESG Integration Stategy Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Invesco India ESG Integration Stategy Fund Growth scheme from Invesco Asset Management (India) Private Ltd. It is a Equity - ESG mutual fund scheme that predominantly invests in Equity - ESG stocks of companies. Launched on Mar 2021, Invesco India ESG Integration Stategy Fund Growth is Equity - ESG fund of its category with 547.26 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Equity - ESG funds.
- Invesco India ESG Integration Stategy Fund Growth delivered 29.1% annual returns during the last year. It has delivered 17.5% average annual returns since the fund was launched.
- Invesco India ESG Integration Stategy 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 from a diversified portfolio of Equity and Equity Related Instruments of companies which are selected based on Environmental, Social and Governance (ESG) criteria as defined by our proprietary investment framework. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Top 10 Holdings
HDFC Bank Ltd
7.85%
ICICI Bank Ltd
6.81%
Infosys Ltd
5.26%
Tata Consultancy Services Ltd
5.15%
Axis Bank Ltd
3.74%
Manorama Industries Ltd
3.20%
Power Grid Corp Of India Ltd
2.94%
LTIMindtree Ltd
2.90%
Bharti Airtel Ltd
2.89%
Home First Finance Co India Ltd ---
2.81%
Fund Managers
- Amit Nigam (Mar 2021 - Present)
- Taher Badshah (Mar 2021 - Present)
Key Information
View Scheme Document
Invesco India ESG Integration Stategy Fund Growth SIP Calculator
If invested
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For a period of
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₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on Invesco India ESG Integration Stategy 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 ESG Integration Stategy 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 ESG Integration Stategy 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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