| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.35% |
| NAV | ₹54.97 (10 Jul 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹905 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 9.3% |
| HDFC Bank Ltd. | Financial | Equity | 9.3% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 7.1% |
| Infosys Ltd. | Technology | Equity | 7.1% |
| ICICI Bank Ltd. | Financial | Equity | 6.3% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 5.0% |
| Hindustan Unilever Ltd. | FMCG | Equity | 4.8% |
| Bharti Airtel Ltd. | Communication | Equity | 3.7% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 2.8% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 2.7% |
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 ₹905 Cr and the Latest NAV as of 10 Jul 2020 is ₹54.97.
The Invesco India Tax Plan Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.
The investment objective of the Scheme is to generate long term capital growth from a diversified portfolio of predominantly equity and quity-related securities.
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.