Based on 1,3,5 Yr performance,
stability of returns.
It is the Category Rank and
not the Sub-category Rank.
+91 73377 40002
(Mon - Sat)
| Asset Size: | 930Cr | |
| Expense Ratio: | 2.23% | |
| Fund Manager(s): | Amit Ganatra, | Dhimant Kothari, |
| 5year Returns: | 6.34% |
Invesco India Tax Plan - Growth
Tax Savings
ELSS (Tax Savings)
Nav :
47.29
(
1.46%)
June 5th, 2020
Rank (of 245)
4
Annualized Returns(5 yrs)
6.34%
Investment Horizon
>3 Yr
Doubled Money
11yrs 4m
Tax Savings
ELSS (Tax Savings)
Nav :
47.29
(
1.46%)
June 5th, 2020
People currently viewing this : 1
Upwardly's Take :
Over the years, ELSS funds have given the best returns out of all the tax saving instruments under 80 C like PF, FDs, ULIPs, Post office deposits, KVP etc. This fund has a lock-in for 3 years.
Ideal for medium-term to long term goals. Invest in this fund to maximize your returns for a foreseeable future.
FUND PAST PERFORMANCE
Fund's historical return with Fixed Deposit
3m
6m
1y
3y
5y
3 and 6 Months returns are absolute
Assuming 30% tax bracket
FUND MULTIPLIER
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Take To Multiply
2x
4x
5x
TOP 5 HOLDING INVESTED IN
TOP 5 SECTORS INVESTED IN
FUND DETAIL INFORMATION
To generate long term capital appreciation from a diversified portfolio of predominantly equity and equity-related instruments.
Basic Details
Fund House
Invesco
Launch Date
December 29th, 2006
Expense Ratio
2.23%
Fund Category Risk
High
Std Dev (1Yr)
30.488
Std Dev (3Yr)
20.68
Std Dev (5Yr)
18.572
Asset Size
930Cr
Investment Details
Investment Plan
Growth
Return since Launch
12.26 %
Exit Load
No Exit Load
Contact Details
Fund Manager(s)
Phone No.
+91 22 67310000
Website