Invesco India Tax Plan (D)

Invesco India Tax Plan (D)

AMC Name: Invesco Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark S&P BSE 200 TRI
Fund Manager Dhimant Kothari
Fund Horizon OPEN
Inception Date 29-Dec-2006
Scheme AUM(CR) ` 878.07
Minimum SIP/LUMPSUM ` 500/ ` 1000
Increment SIP/LUMPSUM ` 500/ ` 1
SIP Dates 3,10,15,20,25
Entry Load Nil
Exit Load Nil
Expense Ratio 2.42

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month -2.05% -2.64%
3 Month -5.14% -6.10%
6 Month 2.08% 2.71%
1 Year -10.83% -6.27%
3 Year 7.05% 8.82%
5 Year 10.14% 8.83%
Since Inception 13.11% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others