Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹500 | ₹500 | 0.92 % | 3★ | ₹1,916 | 10 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹500 | ₹500 | 0.92 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 3★ | ₹1,916 Cr | 10 Years |
| Rating | Fund Size | Fund Age |
Scheme Objective
| To generate long term capital growth from a diversified portfolio of predominantly equity and equity-related securities. |
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | -0.5% | 16.8% | 12.8% | 16.9% | ||||
| Category Average | 8.5% | 19.4% | 13.6% | - |
Scheme Allocation
Holding
Sector
Asset
H D F C
Infosys
ICICI Bank
Reliance Industr
Bharti Airtel
Others
Fund House Details
Invesco India Tax Plan – Direct Growth
Fund Manager
Amit Nigam
Exit Load
| Exit Load | Nil |
|---|
Advance Ratio
| -0.03 | 1.15 | 0.95 | -0.03 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
-
-
Equity | Sectoral / Thematic Mutual Funds | 5
9.2%26.0%14.6%1Y3Y5Y -
-
-
AMC Contact Details
Invesco Mutual Fund
AUM:
42,330 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
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"
The Invesco India Tax Plan – Direct Growth has delivered 16.9% since inception
The NAV of Invesco India Tax Plan – Direct Growth is ₹93.5 as of 02 December 2022.
The expense ratio of Invesco India Tax Plan – Direct Growth is 0.92 % as of 02 December 2022.
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”.
