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Invesco India Tax Plan Direct Growth

Equity
ELSS
Very High Risk
3Y Lock In
15.42%
3Y annualised
-0.26% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 19 May 2022₹80.57
Min. SIP amount₹500
Rating4
Fund size₹1,829.42Cr

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns4.7%15.4%12.9%16.5%
Category average54.9%14.2%14.3%NA
Rank with in category29138NA
Understand terms

Holdings (41)

NameSectorInstrumentAssets
Infosys Ltd.TechnologyEquity8.2%
ICICI Bank Ltd.FinancialEquity8.1%
HDFC Bank Ltd.FinancialEquity7.4%
Reliance Industries Ltd.EnergyEquity6.0%
Axis Bank Ltd.FinancialEquity4.7%
Kotak Mahindra Bank Ltd.FinancialEquity4.4%
Tech Mahindra Ltd.TechnologyEquity3.1%
Bharti Airtel Ltd.CommunicationEquity3.0%
Bajaj Finance Ltd.FinancialEquity3.0%
L&T Technology Services Ltd.TechnologyEquity2.9%
See All

Pros and cons

Category: Equity ELSS

Pros

3Y and 5Y annualised returns higher than category average
Higher alpha: 1.16 The fund has generated returns higher than benchmark - S&P BSE 500 TRI - in the last 3Y
Exit load is zero
Lower expense ratio: 0.68%

Cons

1Y annualised returns lower than category average by 35.35%
Lock-in period: 3Y

Expense ratio, exit load and tax

Expense ratio: 0.68%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Fund house & investment objective

Fund house contact details

Address
2101 - A-A Wing - 21st Floor,Marathon Futurex,N.M. Joshi Marg, Lower Parel, Mumbai 400013
Phone
022-67310000 / 1800-209-0007
Launch Date
24 Jul 2006
Website
NA
Amc Image
Invesco Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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FAQs

How to Invest in Invesco India Tax Plan Direct Growth?

You can easily invest in Invesco India Tax Plan Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Invesco India Tax Plan Direct Growth from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Invesco India Tax Plan Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Invesco India Tax Plan Direct Growth provide?

The Invesco India Tax Plan Direct Growth has been there from 01 Jan 2013 and the average annual returns provided by this fund is 4.73% since its inception.

How much expense ratio is charged by Invesco India Tax Plan Direct Growth?

The term Expense Ratio used for Invesco India Tax Plan Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Invesco India Tax Plan Direct Growth is 0.68% as of 20 May 2022...

What is the AUM of Invesco India Tax Plan Direct Growth?

The AUM, short for Assets Under Management of Invesco India Tax Plan Direct Growth is ₹1,829.42Cr as of 20 May 2022.

How to Redeem Invesco India Tax Plan Direct Growth?

If you want to sell your Invesco India Tax Plan Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Invesco India Tax Plan Direct Growth?

You can select either SIP or Lumpsum investment of Invesco India Tax Plan Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Invesco India Tax Plan Direct Growth?

The NAV of Invesco India Tax Plan Direct Growth is ₹80.57 as of 19 May 2022.

What is the PE and PB ratio of Invesco India Tax Plan Direct Growth?

The PE ratio ratio of Invesco India Tax Plan Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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