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
₹79.00
0.43%
NAV as on 30 Apr 24, 12:00 AM
very high risk
large & mid cap
equity
NAV as on 30 Apr 24, 12:00 AM
very high risk
large & mid cap
equity
50.33%p.a.
Last 1Y
22.03%p.a.
Last 3Y
18.26%p.a.
Last 5Y
12.95%p.a.
Since Inception
About Invesco India Large&MidCap Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Invesco India Large&MidCap Fund Growth scheme from Invesco Asset Management (India) Private Ltd. It is a Large & Mid-Cap mutual fund scheme that predominantly invests in Large & Mid-Cap stocks of companies. Launched on Aug 2007, Invesco India Large&MidCap Fund Growth is Large & Mid-Cap fund of its category with 4,995.76 Cr fund under management as on Apr 2024. The expense ratio of this fund is less than that of most other Fund category Large & Mid-Cap funds.
- Invesco India Large&MidCap Fund Growth delivered 50.3% annual returns during the last year. It has delivered 12.9% average annual returns since the fund was launched.
- Invesco India Large&MidCap 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 predominantly Equity and Equity Related Instruments of Large and Midcap companies.
Top 10 Holdings
ICICI Bank Ltd
5.21%
Cholamandalam Investment and Finance Co Ltd
4.13%
NTPC Ltd
3.44%
Trent Ltd
3.06%
Axis Bank Ltd
2.95%
Max Healthcare Institute Ltd Ordinary Shares
2.64%
Kalyan Jewellers India Ltd
2.54%
Mankind Pharma Ltd
2.50%
Prestige Estates Projects Ltd
2.50%
Persistent Systems Ltd
2.10%
Fund Managers
- Aditya Khemani (Nov 2023 - Present)
- Amit Ganatra (Jan 2022 - Present)
Key Information
View Scheme Document
Invesco India Large&MidCap Fund Growth SIP Calculator
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NRI Mutual Fund Tax on Invesco India Large&MidCap 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 Large&MidCap 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 Large&MidCap 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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