| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.41% |
| NAV | ₹16.95 (31 Jul 2020) |
|---|---|
| Fund Started | 29 Dec 2006 |
| Fund Size | ₹997 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 10.0% |
| HDFC Bank Ltd. | Financial | Equity | 9.6% |
| Infosys Ltd. | Technology | Equity | 7.1% |
| ICICI Bank Ltd. | Financial | Equity | 6.2% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 5.2% |
| Hindustan Unilever Ltd. | FMCG | Equity | 4.7% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 3.6% |
| Bharti Airtel Ltd. | Communication | Equity | 3.5% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 2.7% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 2.5% |
Invesco India Tax Plan Dividend is a Equity Mutual Fund Scheme launched by Invesco Mutual Fund. This scheme was made available to investors on 29 Dec 2006. Vinay Paharia, Taher Badshah is the Current Fund Manager of Invesco India Tax Plan Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹997 Cr and the Latest NAV as of 31 Jul 2020 is ₹16.95.
The Invesco India Tax Plan Dividend 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%.