Widely used:
Our Opinion
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Our Opinion
Riskometer
Very High
₹10.6453 0.08%
As on 18-Jun-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Invesco India - Invesco Global Consumer Trends FoF - Direct Plan
|
|
Very High
|
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0.59 |
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|
|
Very High
|
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0.20 |
|||
|
|
Very High
|
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0.58 |
|||
|
|
Very High
|
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0.24 |
|||
|
|
Very High
|
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0.70 |
₹280 Cr
1.00 (365)
1,000
1,000
500
12
Investment Strategy
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.
Suitability
"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.
Capital Gains Taxation
The following tax treatment is based upon last 12-months asset allocation and may vary from other funds in the category.
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Invesco India - Invesco Global Consumer Trends FoF - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Invesco India - Invesco Global Consumer Trends FoF - Direct Plan can be bought from the Invesco Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Invesco India - Invesco Global Consumer Trends FoF - Direct Plan, is ₹10.6453 as of 19-Jun-2025.
| Company | Percentage of Portfolio |
|---|---|
|
Invesco Global Consumer Trends Fund A Forgn.MF- |
98.98
|
Over the past five years, Invesco India - Invesco Global Consumer Trends FoF - Direct Plan has delivered an annualised return of --% as of 19-Jun-2025.
The minimum investment required to start investing in Invesco India - Invesco Global Consumer Trends FoF - Direct Plan is ₹1,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.
