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
₹61.94
0.26%
NAV as on 17 Nov 24, 12:00 AM
very high risk
equity infrastructure
equity
NAV as on 17 Nov 24, 12:00 AM
very high risk
equity infrastructure
equity
45.84%p.a.
Last 1Y
23.81%p.a.
Last 3Y
28.94%p.a.
Last 5Y
11.62%p.a.
Since Inception
About Invesco India Infrastructure Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Invesco India Infrastructure Fund Growth scheme from Invesco Asset Management (India) Private Ltd. It is a Equity - Infrastructure mutual fund scheme that predominantly invests in Equity - Infrastructure stocks of companies. Launched on Nov 2007, Invesco India Infrastructure Fund Growth is Equity - Infrastructure fund of its category with 1,590.98 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Equity - Infrastructure funds.
- Invesco India Infrastructure Fund Growth delivered 45.8% annual returns during the last year. It has delivered 11.6% average annual returns since the fund was launched.
- Invesco India Infrastructure 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 investing in a portfolio that is predominantly constituted of Equity and Equity Related Instruments of infrastructure companies.
Top 10 Holdings
Larsen & Toubro Ltd
5.74%
Power Grid Corp Of India Ltd
4.76%
Jyoti CNC Automation Ltd
3.63%
Tata Power Co Ltd
3.08%
Bharat Electronics Ltd
3.08%
BEML Ltd
3.05%
Bharat Petroleum Corp Ltd
2.91%
Solar Industries India Ltd
2.88%
Thermax Ltd
2.80%
NTPC Ltd
2.77%
Fund Managers
- Amit Nigam (Sep 2020 - Present)
Key Information
View Scheme Document
Invesco India Infrastructure Fund Growth SIP Calculator
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NRI Mutual Fund Tax on Invesco India Infrastructure 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 Infrastructure 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 Infrastructure 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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