Invesco India Tax Plan Direct Growth-0.51%

5Groww
-8.40%
1 Year Return
Equity
ELSS
5.0 star
6M
1Y
3Y
5Y
All

Fund Details

Invesco India Tax Plan Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.97%
NAV53.1 (20 Aug 2019)
Fund Started01 Jan 2013
Fund Size837 Cr

Fund Overview

Quick overview of Invesco India Tax Plan Direct Growth

Returns

1Y
3Y*
5Y*
Since inception*
Invesco India Tax Plan Direct Growth
-8.4%
9.2%
12.3%
16.0%
Category Average
-12.5%
6.8%
11.9%
-
Rank within category
20
8
5
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -8.4% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. 1Y Returns are higher than the benchmark
    3. 3Y Returns are higher than the benchmark
    4. 5Y Returns are higher than the benchmark
    5. Exit load is zero
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity9.0%
    Housing Development Finance Corpn. Ltd.FinancialEquity7.0%
    ICICI Bank Ltd.FinancialEquity7.0%
    Reliance Industries Ltd.EnergyEquity6.7%
    Tata Consultancy Services Ltd.TechnologyEquity5.5%
    Larsen & Toubro Ltd.ConstructionEquity4.5%
    ITC Ltd.FMCGEquity4.1%
    Kotak Mahindra Bank Ltd.FinancialEquity3.6%
    United Breweries Ltd.FMCGEquity2.6%
    Axis Bank Ltd.FinancialEquity2.6%
    See All

    Fund Managers

    addDhimant Kothari
    Education
    Mr. Kothari is a Chartered Accountant and holds a Commerce degree.
    Experience
    In his last assignment, he was working as Senior Manager – Research with Credit Analysis and Research Ltd., His other assignments include Lotus India Asset Management and CRISIL Ltd.
    Funds Managed

    Other Details

    Invesco India Tax Plan Direct Growth is a Equity Mutual Fund Scheme launched by Invesco Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Amit Ganatra, Dhimant Kothari is the Current Fund Manager of Invesco India Tax Plan Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹837 Cr and the Latest NAV as of 20 Aug 2019 is ₹53.1.

    The Invesco India Tax Plan Direct Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Nil.

    Investment Objective

    The investment objective of the Scheme is to generate long term capital growth from a diversified portfolio of predominantly equity and quity-related securities.

    Tax Implications

    Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

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    About Invesco Mutual Fund

    Address
    3rd Floor, GYS Infinity, Paranjpe 'B' Scheme, Subhash Road, Vile Parle (East), Mumbai 400 057
    Phone
    022 - 67310000
    Launch Date
    23 Jul 2006
    Website
    NA
    Invesco Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹1,000
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    + ₹10,000
    ONE TIME
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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