Fund Details
Invesco India Tax Plan Direct Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.90% |
| NAV | ₹73.06 (25 Jan 2021) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹1,386 Cr |
Fund Overview
Returns
Comparison
1. Exit load is zero
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 9.8% |
| Infosys Ltd. | Technology | Equity | 9.8% |
| ICICI Bank Ltd. | Financial | Equity | 7.8% |
| Reliance Industries Ltd. | Energy | Equity | 5.7% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 4.6% |
| Hindustan Unilever Ltd. | FMCG | Equity | 4.4% |
| L&T Technology Services Ltd. | Engineering | Equity | 3.0% |
| Bharti Airtel Ltd. | Communication | Equity | 2.9% |
| Axis Bank Ltd. | Financial | Equity | 2.9% |
| Bajaj Auto Ltd | Automobile | Equity | 2.8% |
Fund Managers
Invesco India Tax Plan Direct Growth Details
Invesco India Tax Plan Direct Growth is a Equity Mutual Fund Scheme launched by Invesco Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Amit Ganatra, Dhimant Kothari is the Current Fund Manager of Invesco India Tax Plan Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,386 Cr and the Latest NAV as of 25 Jan 2021 is ₹73.06.
The Invesco India Tax Plan Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.
Investment Objective
The scheme aims to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. It intends to invest across market capitalisation sectors utilizing bottom up approach. It will aim to have concentrated well researched portfolio, which would be around 20 - 50 stocks.
Tax Implications
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.
