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

INVEST VIA NRE/NRO

Invesco India Invesco Global Consumer Trends FOF Growth for NRI [8.98]

Min Investment

1,000

Fund Size

294.56 Cr

Expense Ratio

1.5%

Exit Load

1%

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

8.98

-0.25%

NAV as on 17 Nov 24, 12:00 AM

very high risk

global other

fof

NAV as on 17 Nov 24, 12:00 AM

very high risk

global other

fof

35.23%p.a.

Last 1Y

-5.25%p.a.

Last 3Y

0.00%p.a.

Last 5Y

-4.40%p.a.

Since Inception

About Invesco India Invesco Global Consumer Trends FOF Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Invesco India Invesco Global Consumer Trends FOF Growth scheme from Invesco Asset Management (India) Private Ltd. It is a Global - Other mutual fund scheme that predominantly invests in Global - Other stocks of companies. Launched on Dec 2020, Invesco India Invesco Global Consumer Trends FOF Growth is Global - Other fund of its category with 294.56 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Global - Other funds.

  • Invesco India Invesco Global Consumer Trends FOF Growth delivered 35.2% annual returns during the last year. It has delivered -4.4% average annual returns since the fund was launched.
  • Invesco India Invesco Global Consumer Trends FOF Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in fof

Fund Objective

To provide long-term capital appreciation by investing predominantly in units of Invesco Global Consumer Trends Fund, an overseas fund which invests in an international portfolio of companies predominantly engaged in the design, production or distribution of products and services related to the discretionary consumer needs of individuals. There is no assurance that the investment objective of the Scheme will be achieved.

Top 1 Holdings

Invesco Glbl Consmr Trnds S USD Acc

99.74%

Fund Managers

  1. Herin Shah (Aug 2024 - Present)

Key Information

View Scheme Document

Invesco India Invesco Global Consumer Trends FOF 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 Invesco Global Consumer Trends FOF 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 Invesco Global Consumer Trends FOF 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 Invesco Global Consumer Trends FOF 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