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! INR 1000 1
PLAN: GROWTH TYPE : OPEN-ENDED OPTION: Growth
1 Yr return
3 Yrs CAGR returns
5 Yrs CAGR returns
NAV as on 25 Sep
₹ 58.25 by 1.08 ( 1.89%)
Fund Size (Cr)
Show NAV for:
If ₹1000 invested for 1
with % annual returns
* 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.
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.
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.
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|Top 10 Sectors||%|
|Top 10 Sectors||%|
|Crude Oil & Natural Gas||10.9|
|Cosmetics & Toiletries||4.31|
|Cars & Multi Utility Vehicles||2.83|
|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|
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?
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- 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