Invesco India Invesco Global Consumer Trends FOF Fund Direct Growth

Invesco India Invesco Global Consumer Trends FOF Fund Direct Growth is an equity fund. This fund was started on 24 December, 2020. The fund is managed by Krishna Cheemalapati, Amit Nigam. The fund could potentially beat inflation in the long-run.

1. Invesco India Invesco Global Consumer Trends FOF Fund Direct Growth has ₹288 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
2. The fund has an expense ratio 0.6.
   

Invesco India Invesco Global Consumer Trends FOF Fund Direct Growth has given a CAGR return of -6.36% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 7.14% and -9.47% respectively.

Invesco India Invesco Global Consumer Trends FOF Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Communication, Tech, Derivatives, Health, Consumer Defensive, Industrial, Real Estate, Basic Materials. Its top holdings are Invesco Glbl Consmr Trnds S USD Acc

As it is a global - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 15%
For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefit
Dividends will always be taxed at slab rate. Gains upto Rs 1 lakh are exempt in case of long term.

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.

Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 500.00. Invesco India Invesco Global Consumer Trends FOF Fund Direct Growth has no lock in period.