This is a fund that invests mainly in shares of foreign companies. When you invest for five years or more, you can expect gains that beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
International equity funds are suitable to invest a part of your money in for diversification, so that if the Indian markets are going through a sharp correction, a portion of your money is insulated. But make sure you invest in a fund that has a broad mandate of investing in companies of different sizes, sectors and countries.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other international equity fund, if you need to redeem your investment in less than five years.
Taxability of earnings:
|S&P BSE 500 TRI||22.21||1.15||2.49||3.41||12.99||15.45||--||--||--||--||--|
As on 03-Aug-2021
|Fund name||Rating||Launch Date||1-Year Return||3-Year Return||5-Year Return||Expense Ratio||Assets (Cr)|
|Invesco India - Invesco Global Consumer Trends Fund of Fund - Regular Plan | Invest Online||Dec-20||--||--||--||1.55||712|
|Motilal Oswal NASDAQ 100 Exchange Traded Fund||Mar-11||36.35||29.95||28.26||0.56||4,351|
|Franklin India Feeder Franklin US Opportunities Fund | Invest Online Now||Feb-12||29.73||25.26||23.49||1.62||3,610|
|Motilal Oswal Nasdaq 100 FOF - Regular Plan | Invest Online||Nov-18||34.89||--||--||0.50||3,027|
|Edelweiss Greater China Equity Off-shore Fund - Regular Plan | Invest Online||Aug-09||23.04||25.04||22.01||2.41||1,838|
|Best Performance||Worst Performance|
|Return (%)||Period||Return (%)||Period|
|Week||8.45||01-Feb-2021 - 08-Feb-2021||-7.27||18-Mar-2021 - 25-Mar-2021|
|Month||11.95||14-May-2021 - 14-Jun-2021||-12.76||12-Apr-2021 - 14-May-2021|
|Quarter||11.35||06-Jan-2021 - 07-Apr-2021||-12.90||12-Feb-2021 - 14-May-2021|
|S&P BSE 500 TRI*||15.65||22.64||0.51||0.57||--||--|
The Risk Measures have been calculated using calendar month returns for the last three years.
* As on 31-Jul-2021
|The underlying data is unavailable.|
|Company||Sector||P/E||3Y High||3Y Low||% Assets|
|Invesco Global Consumer Trends Fund A||Financial||--||97.42|
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 30-Jun-2021
Education: Mr. Dhamnaskar is a B.Com (H)and MMS (Finance).
Experience: Prior to joining Invesco Mutual Fund, he has worked with ENAM Securities Direct Pvt. Ltd. and KR Choksey Shares and Securities Pvt. Ltd. He has also worked with Anand Rathi Ltd., as Commodity Research Analyst.
Education: Mr. Cheemalapati is a B.E., PGDBA and CFA from ICFAI Hyderabad.
Experience: Prior to joining Invesco Mutual Fund, he has worked with Reliance General Insurance Company Ltd. as CIO and with ICAP India Pvt. Ltd as fixed income dealer.
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The scheme seeks 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.
|Minimum Investment (₹)||1,000|
|Minimum Addl Investment (₹)||1,000|
|Minimum SIP Investment (₹)||500|
|Minimum No of Cheques||6|
|Minimum Withdrawal (₹)||1,000|
|Minimum Balance (₹)||--|
|Lock-in Period||Not Applicable|
|Exit Load||For units in excess of 10% of the investment,1% will be charged for redemption within 365 days|
|Fund House:||Invesco Mutual Fund|
|Return Since Launch:||3.35%|
|Benchmark:||MSCI World CD - ND TRI|
|Assets:||₹ 712 Cr (As on 30-Jun-2021)|
|Expense:||1.55% (As on 30-Jun-2021)|
AMC: Invesco Asset Management (India) Pvt. Ltd
Address: 2101 - A-A Wing - 21st Floor, Marathon Futurex, N.M. Joshi Marg, Lower Parel, Mumbai - 400013
Phone: 022-67310000 / 1800-209-0007
Email: [email protected]
Registrar & Transfer Agent: KFin Technologies Pvt Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad - 500016
Email: [email protected]