Invesco India Tax Plan (IDCW)

  • 5 years return (%) 16.60%
  • AUM (₹) ₹1890.35 Cr
  • NAV (₹) 26.2
  • Rating 4

Performance

1Y 3Y 5Y Max
Fund Return 60.16% 21.46% 16.60% 315.74%
Category Average 62.95% 23.87% 17.77% 26.79%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
60.16%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Invesco India Tax Plan (IDCW) 2.05 1890.3461 +21%
UTI-Long Term Equity Fund (G) 2.21 3041.0166 +24%
Tata India Tax Savings Fund (G) 1.96 2952.6262 +23%
Canara Robeco Equity Tax Saver Fund (IDCW) 2.08 2771.7866 +25%
UTI-Master Equity Plan Unit Scheme 2.23 2472.9891 +20%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • Reliance Industr

    Automobile Sector
    Equity Instrument
    9.3% % Assets
  • HDFC Bank

    Automobile Sector
    Equity Instrument
    7.7% % Assets
  • ICICI Bank

    Automobile Sector
    Equity Instrument
    7.5% % Assets
  • Infosys

    Automobile Sector
    Equity Instrument
    7.2% % Assets
  • Kotak Mah. Bank

    Automobile Sector
    Equity Instrument
    5.0% % Assets

AMC Details

Invesco Mutual Fund

  • 42930.4687 Cr

    AUM

Contact Details

2101-A, A Wing, 21st Floor, Marathon
Futurex, N.M.Joshi Marg,
Lower Parel, Mumbai 400 013.

022 - 67310000 | 022 - 23019422
mfservices@invesco.com