Based on 1,3,5 Yr performance,
stability of returns.
It is the Category Rank and
not the Sub-category Rank.
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Invesco India Tax Plan - Growth
Tax Savings | ELSS (Tax Savings)
Nav : 48.68 (
-0.33%) January 18th, 2019
Rank (of 245)
5
Annualized Returns
18.08%
Investment Horizon
>3 Yr
Doubled Money
4yrs 3m
Tax Savings | ELSS (Tax Savings)
Nav : 48.68 (
-0.33%) January 18th, 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.
FUND 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
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)
15.95
Std Dev (3Yr)
15.282
Std Dev (5Yr)
14.833
Asset Size
686Cr
Investment Details
Investment Plan
Growth
Return since Launch
14.03 %
Exit Load
No Exit Load
Contact Details
Fund Manager(s)
Phone No.
+91 22 67310000
Website