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Invesco India Tax Plan-Growth rating rating rating rating rating

Equity ELSS

PLAN: GROWTH TYPE : OPEN-ENDED OPTION: Growth

1 Yr return

-10.61%

3 Yrs CAGR returns

7.2%

5 Yrs CAGR returns

10.15%

NAV as on 25 Nov

₹ 47.77 by 0.48 ( -0.83%)

Expense ratio

2.38

Lock-in period

19.29%

Fund Size (Cr)

₹ 869.81


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Performance Graph*
Returns Calculator
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If ₹500 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 32.02
Energy 11.23
FMCG 11.08
Technology 8.65
Construction 6.89
Health Care 5.8
Others 4.88
Chemicals 3.76
Services 3.4
Cons Durable 2.46
Top 10 Sectors %
Banking 8.67
Crude Oil & Natural Gas 7.95
Banking 6.84
Housing Finance 6.41
Others 5.75
Computer Software 5.3
Infrastructure 4.48
Tobacco Prod. 4.33
Cosmetics & Toiletries 3.38
Banking 3.01
Fund house details
Fund House Invesco Mutual Fund
Fund Manager Dhimant Kothari
Fund Setup Date 20 Nov 2006
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