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Invesco India - Invesco Global Equity Income FoF

Growth

OtherFoFs (Overseas)

Small-size FundAssets Under Mgmt: ₹ 24 Cr

Very High RiskPrinciple investment will be at very high risk

28.360.15% (-0.04)

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OtherFoFs (Overseas)

Small-size FundAssets Under Mgmt: ₹ 24 Cr

Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio	No LabelNo Label	No LabelNo Label
0.86	—	1.56

No LabelNo Label	No LabelNo Label	No LabelNo Label
1.11	4.27	0.96

Scheme Info

PlanPlan	Lock inLock in	Exit LoadExit Load
Growth	0 yrs	1.00% Nil upto 10% of units and 1% for above the limits on or before 1Y Nil after 1Y

SIP Inv.SIP Inv.	Min. LumpsumMin. Lumpsum
Allowed	₹ 1,000 Initial: ₹ 1,000 Incremental: ₹ 1,000

BenchmarkBenchmark
MSCI World Index-Net Dividend

About FoFs (Overseas)

FoFs (Overseas) invest in mutual funds operating in the foreign countries. They offer the opportunity to yield higher returns through the best performing funds and bonds of different countries.

Peers & Comparison

Comparing 3 mutual funds from
OtherFoFs (Overseas)

Returns

Scheme

Ratios

Mutual Fund	1Y Returns1Y Returns	3Y CAGR3Y CAGR	Life CAGRLife CAGR
Invesco India - Invesco Global Equity Income FoF	22.80%	12.89%	10.38%
Motilal Oswal Nasdaq 100 FOF	30.88%	12.79%	24.07%
Franklin India Feeder - Franklin U.S. Opportunities Fund	36.71%	5.96%	17.85%
Kotak NASDAQ 100 FoF	32.29%	12.94%	16.20%

Price Comparison

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Invesco India - Invesco Global Equity Income FoF

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AMC Profile

Invesco is an independent investment management firm based in Atlanta, Georgia. The company has presence in 25 countries worldwide, serves clients from 120, and has a workforce of 8,000 employees globally.

No.of Schemes
37
Total AUM
₹ 1,06,029.34 Cr.

Fund Manager Profile

Herin Shah

AUM: ₹857.32 Cr.

Exp: 14yrs

Qualification

B.Com, CA,CS, FRM

Past Experience

Herin has over 14 years experience in Fixed Income investing and research. Currently, he is heading the Credit Research function at Invesco India and is also responsible for Macro Research. In his last assignment, Herin was part of the Fixed Income team at Invesco UK as Senior Analyst, where he was responsible for identifying and evaluating investment opportunities across the Fixed Income spectrum. Prior to this, Herin was working with Goldman Sachs, UK as an Executive Director - Credit Risk & Advisory handling Credit Risk Management and Corporate Rating Advisory. Herin holds a Commerce degree and is a Chartered Accountant, Company Secretary and FRM charter holder.

Tax Implications

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Investment frequency

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One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)

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Annual Income

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