|Min SIP Amount||₹500|
|NAV||₹73.95 (22 Jun 2021)|
|Fund Started||29 Dec 2006|
|Fund Size||₹1,669 Cr|
|Reliance Industries Ltd.||Energy||Equity||9.0%|
|HDFC Bank Ltd.||Financial||Equity||8.3%|
|ICICI Bank Ltd.||Financial||Equity||8.1%|
|Axis Bank Ltd.||Financial||Equity||4.6%|
|Kotak Mahindra Bank Ltd.||Financial||Equity||4.0%|
|Bajaj Auto Ltd||Automobile||Equity||3.4%|
|Tech Mahindra Ltd.||Technology||Equity||2.8%|
|Motherson Sumi Systems Ltd.||Automobile||Equity||2.5%|
|Vinati Organics Ltd.||Chemicals||Equity||2.5%|
Invesco India Tax Plan Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,669 Cr and the Latest NAV as of 22 Jun 2021 is ₹73.95.
The Invesco India Tax Plan 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%.