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Invesco India Tax Plan Direct-Growth Invesco India Tax Plan Direct-Growth Invesco India Tax Plan Direct-Growth Invesco India Tax Plan Direct-Growth - Get latest updates on NAV, Dividends, Returns, Performance, Risks & Portfolio. Invest now! Paisabazaar INR 1000 1 rating rating rating rating rating Invesco India Tax Plan Direct-Growth 4 5

Equity ELSS

PLAN: GROWTH TYPE : OPEN-ENDED OPTION: Growth

1 Yr return

4.24%

3 Yrs CAGR returns

6.78%

5 Yrs CAGR returns

9.96%

NAV as on 25 Sep

₹ 58.25 by 1.08 ( 1.89%)

Expense ratio

1.15

Lock-in period

19.29%

Fund Size (Cr)

₹ 988.44


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Performance Graph*
Returns Calculator
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If ₹1000 invested for 1

Estimated returns*

₹ 0

with % annual returns

Direct Funds
Estimated amount
₹ 10,27,000
Regular Funds
Estimated amount
₹ 9,91,000

* The calculator, based on assumed rate of returns, is meant for illustration purposes only.More

The calculations are not based on any judgments of the future return and should not be construed as promise on minimum returns. Information gathered and material used in this calculator is believed to be from reliable sources. Paisabazaar however does not warrant the accuracy, reasonableness and/or completeness of any such information. While utmost care has been exercised while preparing the calculator, Paisabazaar does not warrant the completeness or guarantee that the achieved computations are flawless and/or accurate and disclaims all liabilities, losses and damages arising out of the use or in respect of anything done in reliance of the calculator.

investment objective

The scheme aims to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. It intends to invest across market capitalisation sectors utilizing bottom up approach. It will aim to have concentrated well researched portfolio, which would be around 20 - 50 stocks.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

riskometer
Top Holdings
Top 10 Sectors %
Financial 25.26
Energy 13.42
Technology 10.27
FMCG 7.6
Chemicals 6.71
Automobile 6.25
Health Care 5.58
Cons Durable 3.72
Services 3.71
Communication 3.58
Top 10 Sectors %
Crude Oil & Natural Gas 10.9
Banking 9.51
Computer Software 8.42
Banking 6.68
Banking 5.68
Cosmetics & Toiletries 4.31
Telecom.Services 3.58
Cars & Multi Utility Vehicles 2.83
Housing Finance 2.46
Health Services 2.3
Fund house details
Fund House Invesco Mutual Fund
Fund Manager Dhimant Kothari
Fund Setup Date 01 Jan 2013
Address 2101 - A-A Wing - 21st Floor, Marathon Futurex, N.M. Joshi Marg, Lower Parel,
Contact 022-67310000 / 1800 209 0007
Email ID mfservices@invesco.com
More About This Fund

About Invesco India Tax Plan

With the investment objective of generating long-term capital growth from a diversified portfolio of predominantly equity and equity related securities, Invesco India Tax Plan is an open-ended equity linked savings scheme. The fund has 96.67% of its investments in Indian stocks, out of which 61.99% is invested in large cap stocks, 17.61% in mid cap and the remaining 6.07% in small cap stocks.

The fund is managed keeping a long term perspective in consideration along with a balanced and well diversified portfolio offering a desirable exposure to mid cap stocks. If you decide to invest in this fund, you must consider that the scheme does not guarantee assured returns due to the prevailing market risks.

How to Invest in Invesco India Tax Plan?

  • Sign Up/Sign in to Paisabazaar.com and go to ‘Direct Mutual Funds’
  • Click on the section of ‘ELSS Funds
  • Type and search directly by the name of Invesco India Tax Plan Direct Growth. Once it opens up, look at the details. You can also compare similar funds as well as use SIP Calculator or Lumpsum Calculator to estimate the future value of your investment
  • Click on ‘Invest Now’, select either Lump sum or SIP