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
₹17.68
-1.12%
NAV as on 12 Nov 24, 12:00 AM
very high risk
equity esg
equity
NAV as on 12 Nov 24, 12:00 AM
very high risk
equity esg
equity
31.25%p.a.
Last 1Y
9.17%p.a.
Last 3Y
0.00%p.a.
Last 5Y
17.52%p.a.
Since Inception
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.
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.
HDFC Bank Ltd
7.43%
ICICI Bank Ltd
6.37%
Infosys Ltd
5.33%
Tata Consultancy Services Ltd
5.10%
Axis Bank Ltd
3.36%
Power Grid Corp Of India Ltd
3.07%
Bharti Airtel Ltd
2.91%
Cholamandalam Investment and Finance Co Ltd
2.83%
Home First Finance Co India Ltd ---
2.72%
Manorama Industries Ltd
2.67%
View Scheme Document
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
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 |
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:
If all details are correct, your KYC will be approved within 7 to 8 business days.
Funds
3Y Return
very high risk | equity
11.0%
very high risk | equity
15.7%
very high risk | equity
8.1%