Invesco India Tax Plan (IDCW)

  • 5 years return (%) 14.22%
  • AUM (₹) ₹1707.76 Cr
  • NAV (₹) 23
  • Rating 4

Performance

1Y 3Y 5Y Max
Fund Return 49.04% 12.95% 14.22% 264.97%
Category Average 48.46% 13.71% 14.66% 8.41%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
49.04%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Invesco India Tax Plan (IDCW) 2.09 1668.8747 +13%
Tata India Tax Savings Fund (G) 1.98 2708.4494 +13%
Canara Robeco Equity Tax Saver Fund (IDCW) 2.11 2343.2286 +17%
Sundaram Diversified Equity (G) 2.03 2334.9184 +9%
UTI-Master Equity Plan Unit Scheme 2.23 2249.0239 +11%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • Reliance Industr

    Automobile Sector
    Equity Instrument
    8.6% % Assets
  • HDFC Bank

    Automobile Sector
    Equity Instrument
    8.0% % Assets
  • Infosys

    Automobile Sector
    Equity Instrument
    7.6% % Assets
  • ICICI Bank

    Automobile Sector
    Equity Instrument
    7.5% % Assets
  • Axis Bank

    Automobile Sector
    Equity Instrument
    4.5% % Assets

AMC Details

Invesco Mutual Fund

  • 39016.4117 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