|Min SIP Amount||₹500|
|NAV||₹86.95 (26 Jul 2021)|
|Fund Started||01 Jan 2013|
|Fund Size||₹1,708 Cr|
|Reliance Industries Ltd.||Energy||Equity||8.6%|
|HDFC Bank Ltd.||Financial||Equity||8.0%|
|ICICI Bank Ltd.||Financial||Equity||7.5%|
|Axis Bank Ltd.||Financial||Equity||4.5%|
|Kotak Mahindra Bank Ltd.||Financial||Equity||3.7%|
|Bajaj Auto Ltd||Automobile||Equity||3.2%|
|Tech Mahindra Ltd.||Technology||Equity||2.9%|
|Motherson Sumi Systems Ltd.||Automobile||Equity||2.4%|
|Tata Steel Ltd.||Metals||Equity||2.4%|
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 ₹1,708 Cr and the Latest NAV as of 26 Jul 2021 is ₹86.95.
The Invesco India Tax Plan Direct Growth is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.
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.
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.