Invesco India Tax Plan Growth-1.44%

4Groww
-11.90%
1 Year Return
Equity
ELSS
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

Invesco India Tax Plan Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.35%
NAV50.23 (08 Jul 2019)
Fund Started28 Dec 2006
Fund Size859 Cr

Fund Overview

Quick overview of Invesco India Tax Plan Growth

Returns

1Y
3Y*
5Y*
Since inception*
Invesco India Tax Plan Growth
-11.9%
6.9%
9.8%
13.0%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*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 -11.9% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 5Y Returns are higher than the benchmark
    4. Exit load is zero
    Cons
    1. 1Y Returns are lower than the benchmark
    2. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.Financial ServicesEquity8.9%
    Reliance Industries Ltd.EnergyEquity7.3%
    Infosys Ltd.ITEquity6.5%
    Housing Development Finance Corporation Ltd.Financial ServicesEquity5.9%
    ICICI Bank Ltd. Financial ServicesEquity5.7%
    IndusInd Bank Ltd.Financial ServicesEquity4.4%
    Kotak Mahindra Bank Ltd.Financial ServicesEquity4.3%
    Maruti Suzuki India Ltd.AutomobileEquity4.3%
    Larsen & Toubro Ltd.ConstructionEquity3.9%
    Triparty RepoCurrent AssetsMoney Market3.6%
    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 Growth is a Equity Mutual Fund Scheme launched by Invesco Mutual Fund. This scheme was introduced to investors on 28 Dec 2006. Vinay Paharia, Taher Badshah is the Current Fund Manager of Invesco India Tax Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹859 Cr and the Latest NAV as of 08 Jul 2019 is ₹50.23.

    The Invesco India Tax Plan 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

    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
    NA
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