Invesco India Tax Plan – Direct Growth
500
Min SIP
500
Min Lumpsum
0.79 %
Expense Ratio
Rating
2,166
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 22.1% | 21.1% | 14.5% | 16.8% | ||||
| Category Average | 19.3% | 24.3% | 15% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
-0.66
Alpha
4.11
SD
0.94
Beta
1.41
Sharpe
Exit Load
| Exit Load | Nil |
|---|
Fund Objective
To generate long term capital growth from a diversified portfolio of predominantly equity and equity-related securities.
Fund Managers
Amit Nigam - Equity Management - Fund Manager
Amit has worked in the Indian equities markets for over 21 years. At Invesco Asset Management (India) Pvt., he was in charge of the PMS equity management department. Ltd. Amit has a Mechanical Engineering degree from the Indian Institute of Technology Roorkee and a PGDBM from the IIMM Indore.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- ELSS .
-
- 5,246
-
25.3%Fund Size - 5,246
-
29.7%Fund Size - 5,246
-
15.3%Fund Size - 5,246
-
- Equity .
- ELSS .
-
- 12,543
-
23.3%Fund Size - 12,543
-
28.8%Fund Size - 12,543
-
12.4%Fund Size - 12,543
-
- Equity .
- ELSS .
-
- 4,088
-
23.6%Fund Size - 4,088
-
26.5%Fund Size - 4,088
-
18.1%Fund Size - 4,088
-
- Equity .
- ELSS .
-
- 1,084
-
19.2%Fund Size - 1,084
-
25.6%Fund Size - 1,084
-
14.7%Fund Size - 1,084
-
- Equity .
- ELSS .
-
- 11,227
-
18.7%Fund Size - 11,227
-
25.2%Fund Size - 11,227
-
14.5%Fund Size - 11,227
AMC Contact Details
Invesco Mutual Fund
AUM:
50,118 Cr
Address:
2101-A, A Wing, 21st Floor, Marathon
Futurex, N.M.Joshi Marg,
Lower Parel, Mumbai 400 013.
Contact:
022 - 67310000
Email ID:
mfservices@invesco.com
Frequently Asked Questions
How to invest in Invesco India Tax Plan – Direct Growth ?
You can invest in Invesco India Tax Plan – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Invesco India Tax Plan – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Invesco India Tax Plan – Direct Growth ?
The NAV of Invesco India Tax Plan – Direct Growth is ₹105.1 as of 29 September 2023.
How to redeem Invesco India Tax Plan – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Invesco India Tax Plan – Direct Growth?
The minimum SIP amount of Invesco India Tax Plan – Direct Growth is ₹500
What are the top sectors Invesco India Tax Plan – Direct Growth has invested in?
The top sectors Invesco India Tax Plan – Direct Growth has invested in are
- Banks - 21.92%
- IT-Software - 11.54%
- Consumer Durables - 7.11%
- Auto Components - 5.8%
- Cement & Cement Products - 4.25%
Can I make investments in both the SIP and Lump Sum schemes of Invesco India Tax Plan – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of Invesco India Tax Plan – Direct Growth based on your investment objective and risk tolerance.
How much returns have Invesco India Tax Plan – Direct Growth generated ?
The Invesco India Tax Plan – Direct Growth has delivered 16.8% since inception
What is the expense ratio of Invesco India Tax Plan – Direct Growth ?
The expense ratio of Invesco India Tax Plan – Direct Growth is 0.79 % as of 29 September 2023.
What is the AUM of Invesco India Tax Plan – Direct Growth?
The AUM of Invesco India Tax Plan – Direct Growth is ₹50,118 Cr as of 29 September 2023
What are the top stock holdings of Invesco India Tax Plan – Direct Growth?
The top stock holdings of Invesco India Tax Plan – Direct Growth are
- HDFC Bank - 8.94%
- ICICI Bank - 6.14%
- Infosys - 5.23%
- TCS - 3.49%
- Reliance Industr - 3.45%
How can I redeem my investments in Invesco India Tax Plan – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Invesco India Tax Plan – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Invesco India Tax Plan – Direct Growth in Scheme, enter the redemption amount, and click on submit button.