Invesco India Tax Plan – Direct Growth

Equity | ELSS Mutual Funds
 | 3
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

Returns and Ranks ( as on 02 December 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
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
9.57%
Infosys
7.6%
ICICI Bank
6.21%
Reliance Industr
6.18%
Bharti Airtel
3.82%
Others
66.62%
Finance
15.32%
Banks
13.98%
Consumer Durables
6.18%
Petroleum Products
6.18%
Automobiles
4.83%
Others
53.51%
Equity
98.51%
Reverse Repos
1.53%
Net Curr Ass/Net Receivables
-0.04%
Others
0%

Fund House Details

Invesco Mutual Fund

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

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”.
Invest Now