Invesco India Infrastructure Fund Pan Direct Growth

Invesco India Infrastructure Fund Pan Direct Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Amit Nigam. The fund could potentially beat inflation in the long-run.

1. Invesco India Infrastructure Fund Pan Direct Growth has ₹1567 Cr worth of assets under management (AUM) as on May 2025 and is more than category average.
2. The fund has an expense ratio 0.8.
   

Invesco India Infrastructure Fund Pan Direct Growth has given a CAGR return of 20.27% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -3.30%, 35.04% and 33.25% respectively.

Invesco India Infrastructure Fund Pan Direct Growth has allocated its funds majorly in Cash Equivalent, Industrial, Basic Materials, Consumer Cyclical, Utilities, Communication, Health, Tech, Energy, Real Estate. Its top holdings are Bharti Airtel Ltd, Supreme Industries Ltd, Delhivery Ltd, Power Grid Corp Of India Ltd, PTC Industries Ltd

As it is a equity - infrastructure mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

To generate capital appreciation by investing in a portfolio that is predominantly constituted of Equity and Equity Related Instruments of infrastructure companies.

Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 500.00. Invesco India Infrastructure Fund Pan Direct Growth has no lock in period.