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
₹44.26
1.00%
NAV as on 16 Dec 24, 12:00 AM
very high risk
small cap
equity
NAV as on 16 Dec 24, 12:00 AM
very high risk
small cap
equity
42.87%p.a.
Last 1Y
27.47%p.a.
Last 3Y
33.34%p.a.
Last 5Y
26.68%p.a.
Since Inception
About Invesco India Smallcap Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Invesco India Smallcap Fund Growth scheme from Invesco Asset Management (India) Private Ltd. It is a Small-Cap mutual fund scheme that predominantly invests in Small-Cap stocks of companies. Launched on Oct 2018, Invesco India Smallcap Fund Growth is Small-Cap fund of its category with 5,842.2 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Small-Cap funds.
- Invesco India Smallcap Fund Growth delivered 42.9% annual returns during the last year. It has delivered 26.7% average annual returns since the fund was launched.
- Invesco India Smallcap 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 predominantly in stocks of Smallcap companies.
Top 10 Holdings
Aditya Birla Real Estate Ltd
3.66%
Kalyan Jewellers India Ltd
3.20%
360 One Wam Ltd Ordinary Shares
2.71%
Multi Commodity Exchange of India Ltd
2.63%
Jyoti CNC Automation Ltd
2.42%
Mrs Bectors Food Specialities Ltd Ordinary Shares
2.29%
BSE Ltd
2.22%
Central Depository Services (India) Ltd
2.18%
PG Electroplast Ltd
2.15%
Angel One Ltd Ordinary Shares
2.10%
Fund Managers
- Aditya Khemani (Nov 2023 - Present)
- Taher Badshah (Oct 2018 - Present)
Key Information
View Scheme Document
Invesco India Smallcap Fund Growth SIP Calculator
If invested
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For a period of
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₹0(+0.0%)
₹0 (+0.0%)
This Fund
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Fixed Deposit
NRI Mutual Fund Tax on Invesco India Smallcap 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 Smallcap 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 Smallcap 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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29.3%
HDFC Small Cap Fund Growth
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24.6%
SBI Small Cap Fund Plan Growth
very high risk | equity
21.0%
Frequently Asked Questions
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