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Asset Size:870Cr
Expense Ratio:2.34%
Fund Manager(s):Amit Ganatra,Dhimant Kothari,
5year Returns:13.72%

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Invesco India Tax Plan - Growth

Invesco       

Tax Savings
ELSS (Tax Savings)

Nav : 51.22 ( -0.77%) June 14th, 2019

People currently viewing this : 1

Rank (of 245)

5

Annualized Returns(5 yrs)

13.72%

Investment Horizon

>3 Yr

Doubled Money

5yrs 5m

Returns since December 29th, 2006

14.01%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

92.5L

Projected Maturity Amount

1.5Cr

Invesco     

Tax Savings
ELSS (Tax Savings)

Nav : 51.22 ( -0.77%) June 14th, 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.

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

92.5L

Projected Maturity Amount

1.5Cr

Rank (of 245)

5

Annualized Returns(5 yrs)

13.72%

Investment Horizon

>3 Yr

Doubled Money

5yrs 5m

Returns since December 29th, 2006

14.01%

FUND PAST 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
2.34%
Fund Category Risk
High
Std Dev (1Yr)
15.833
Std Dev (3Yr)
12.726
Std Dev (5Yr)
14.256
Asset Size
870Cr
Investment Details
Investment Plan
Growth
Return since Launch
14.01 %
Exit Load
No Exit Load
Contact Details
Phone No.
+91 22 67310000