Invesco India Multi Asset Allocation Fund:
A fund which aims to pick the right assets at the right time and capture market opportunities
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Benefits of 3 Gain exposure to Equity, Debt and Gold/Silver ETFs in one fund |
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Actively Managed Monthly1 adjustments in asset allocation based on changing markets to optimize returns |
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Expertise Informed asset allocation decisions using proprietary framework |
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Wider Reach Dynamically invests in domestic and overseas equities2 |
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Tax Efficient Benefit from Long Term Capital Gains taxation of 12.5% if held for over 24 months3 |
Notes – 1The Fund manager will endeavour to allocate the net asset of the scheme to different asset classes based on the results of asset allocation framework at a monthly frequency. However, the fund manager at his sole & absolute discretion reserves the right to not allocate the asset allocation based on the results of asset allocation framework.
2The Scheme will invest in Overseas securities / Overseas ETFs during NFO and on an ongoing basis. The Scheme intends to invest USD 25 Million subject to residual regulatory limit in overseas securities during a period of six months from the date of closure of New Fund Offer. The Scheme may make investments in overseas securities (i.e. ADRs, GDRs etc.) upto the available limit at the Fund level. Investments in Overseas ETFs is temporarily suspended and will be allowed once the communication is received from SEBI / AMFI.
3In view of the individual nature of tax consequences, each Investor / Unit holder is advised to consult his / her own professional tax advisor.
(source: https://invescomutualfund.com/)
Invesco India Multi Asset Allocation Fund NFO Details:
| Mutual Fund | Invesco Mutual Fund |
| Scheme Name | Invesco India Multi Asset Allocation Fund |
| Objective of Scheme | To generate long-term capital appreciation/income from an actively managed portfolio of multiple asset classes. |
| Scheme Type | Open Ended |
| Scheme Category | Hybrid Scheme – Multi Asset Allocation |
| New Fund Launch Date | 27-Nov-2024 |
| New Fund Earliest Closure Date | |
| New Fund Offer Closure Date | 11-Dec-2024 |
| Indicate Load Seperately | |
| Minimum Subscription Amount | Rs. 1,000/- per application and in multiples of Re |
| For Further Details Please Visit Website | https://www.invescomutualfund.com |
(source:https://www.amfiindia.com/)
Invesco India Multi Asset Allocation Fund NFO
Application Form
