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

INVEST VIA NRE/NRO

Invesco India Infrastructure Fund Growth for NRI [58.28]

Min Investment

1,000

Fund Size

960.67 Cr

Expense Ratio

2.7%

Exit Load

1%

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

58.28

0.83%

NAV as on 30 Apr 24, 12:00 AM

very high risk

equity infrastructure

equity

NAV as on 30 Apr 24, 12:00 AM

very high risk

equity infrastructure

equity

73.87%p.a.

Last 1Y

36.15%p.a.

Last 3Y

28.35%p.a.

Last 5Y

10.94%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 960.67 Cr fund under management as on Apr 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 73.9% annual returns during the last year. It has delivered 10.9% 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

6.65%

Power Grid Corp Of India Ltd

6.44%

Tata Power Co Ltd

4.18%

Gujarat State Petronet Ltd

3.94%

GAIL (India) Ltd

3.67%

Bharat Petroleum Corp Ltd

3.41%

Bharat Electronics Ltd

3.40%

Thermax Ltd

3.33%

Suzlon Energy Ltd

2.96%

Container Corporation of India Ltd

2.87%

Fund Managers

  1. Amit Nigam (Sep 2020 - Present)

Key Information

View Scheme Document

Invesco India Infrastructure 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 Infrastructure 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 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

Frequently Asked Questions