NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Invesco India Flexi Cap Fund Growth for NRI [18.05]

Min Investment

1,000

Fund Size

2,250.47 Cr

Expense Ratio

2.0%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

18.05

-0.72%

NAV as on 12 Nov 24, 12:00 AM

very high risk

flexi cap

equity

NAV as on 12 Nov 24, 12:00 AM

very high risk

flexi cap

equity

42.35%p.a.

Last 1Y

0.00%p.a.

Last 3Y

0.00%p.a.

Last 5Y

24.67%p.a.

Since Inception

About Invesco India Flexi Cap Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Invesco India Flexi Cap Fund Growth scheme from Invesco Asset Management (India) Private Ltd. It is a Flexi Cap mutual fund scheme that predominantly invests in Flexi Cap stocks of companies. Launched on Feb 2022, Invesco India Flexi Cap Fund Growth is Flexi Cap fund of its category with 2,250.47 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Flexi Cap funds.

  • Invesco India Flexi Cap Fund Growth delivered 42.4% annual returns during the last year. It has delivered 24.7% average annual returns since the fund was launched.
  • Invesco India Flexi Cap 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 by dynamically investing in a mix of equity and equity related instruments across market capitalization i.e. large, mid and small cap stocks.

Top 10 Holdings

ICICI Bank Ltd

8.63%

HDFC Bank Ltd

4.06%

Infosys Ltd

3.57%

Axis Bank Ltd

3.44%

Zomato Ltd

3.03%

Trent Ltd

2.70%

Mahindra & Mahindra Ltd

2.66%

Max Healthcare Institute Ltd Ordinary Shares

2.16%

NTPC Ltd

2.16%

Coforge Ltd

2.11%

Fund Managers

  1. Amit Ganatra (Sep 2022 - Present)
  2. Taher Badshah (Feb 2022 - Present)

Key Information

View Scheme Document

Invesco India Flexi Cap Fund Growth SIP Calculator

If invested

5,000

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 Flexi Cap Fund Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Invesco India Flexi Cap 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 Flexi Cap 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

Frequently Asked Questions