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

INVEST VIA NRE/NRO

Invesco India Multi Asset Allocation Fund -Growth for NRI [12.42]

Min Investment

100

Fund Size

854.17 Cr

Expense Ratio

1.7%

Exit Load

1%

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

12.42

0.57%

NAV as on 16 Feb 26, 12:00 AM

very high risk

multi asset allocation

hybrid (nc)

NAV as on 16 Feb 26, 12:00 AM

very high risk

multi asset allocation

hybrid (nc)

23.81%p.a.

Last 1Y

0.00%p.a.

Last 3Y

0.00%p.a.

Last 5Y

20.40%p.a.

Since Inception

About Invesco India Multi Asset Allocation Fund -Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Invesco India Multi Asset Allocation Fund -Growth scheme from Invesco Asset Management Company Pvt Ltd. It is a Multi Asset Allocation mutual fund scheme that predominantly invests in Multi Asset Allocation stocks of companies. Launched on Dec 2024, Invesco India Multi Asset Allocation Fund -Growth is Multi Asset Allocation fund of its category with 854.17 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category Multi Asset Allocation funds.

  • Invesco India Multi Asset Allocation Fund -Growth delivered 23.8% annual returns during the last year. It has delivered 20.4% average annual returns since the fund was launched.
  • Invesco India Multi Asset Allocation Fund -Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in hybrid (nc)

Fund Objective

To generate long-term capital appreciation/income from an actively managed portfolio of multiple asset classes.

Top 10 Holdings

Axis Bank Ltd

1.01%

Bajaj Finance Ltd

0.89%

Bajaj Auto Ltd

0.28%

Bank Of Baroda

0.16%

Bharat Electronics Ltd

0.41%

Bharat Petroleum Corporation Ltd

0.31%

Bharti Airtel Ltd

1.91%

Britannia Industries Ltd

0.23%

Canara Bank

0.09%

Cholamandalam Investment & Finance Company Ltd

0.18%

Fund Managers

  1. Taher Badshah (Nov 2024 - Present)
  2. Krishna Venkat Cheemalapati (Mar 2025 - Present)
  3. Amey Sathe (Nov 2025 - Present)

Key Information

View Scheme Document

Invesco India Multi Asset Allocation Fund -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 Multi Asset Allocation Fund -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 Multi Asset Allocation 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 Multi Asset Allocation 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

Frequently Asked Questions