+91 73377 40002

9AM - 9PM

Asset Size:712Cr
Expense Ratio:2.71%
Fund Manager(s):Amit Ganatra,Dhimant Kothari,
5year Returns:18.07%

check

Invesco India Tax Plan - Growth

Tax Savings | ELSS (Tax Savings)

Nav : 50.46 ( 0.50%) March 15th, 2019

People currently viewing this : 1

Rank (of 245)

3

Annualized Returns(5 yrs)

18.07%

Investment Horizon

>3 Yr

Doubled Money

4yrs 3m

Returns since December 29th, 2006

14.18%

One Time

Monthly

Min Investment ₹500


Tax Savings | ELSS (Tax Savings)

Nav : 50.46 ( 0.50%) March 15th, 2019

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.

One Time

Monthly

Min Investment ₹500


Rank (of 245)

3

Annualized Returns(5 yrs)

18.07%

Investment Horizon

>3 Yr

Doubled Money

4yrs 3m

Returns since December 29th, 2006

14.18%

FUND PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

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

The investment objective of the Scheme is to generate long term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

Basic Details
Fund House
Invesco
Launch Date
December 29th, 2006
Expense Ratio
2.71%
Fund Category Risk
High
Std Dev (1Yr)
15.226
Std Dev (3Yr)
13.546
Std Dev (5Yr)
14.732
Asset Size
712Cr
Investment Details
Investment Plan
Growth
Return since Launch
14.18 %
Exit Load
No Exit Load
Contact Details
Phone No.
+91 22 67310000