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Invesco India Tax Plan Dividend Payout

Formerly Religare Tax Plan Div
Returns (3yrs)
-0.6 %
Latest NAV
14.19

Investment Calculator

  • Tenure
  • Returns %
  • Step Up %
Total Investment
Wealth Gained
Total Corpus Created
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Tax Saver Plan
Better than Insurance, FD

Fund Information

as on 25th of May, 06:46 PM

To generate long term capital appreciation from a diversified portfolio of predominantly equity and equity-related instruments.

Fund Managers

  • profile-pic
    Amit Ganatra
    profile-pic
    Dhimant Kothari
  • expense-ratio
    Expense Ratio
    2.23
    benchmark
    Benchmark
    S&P BSE 200 India TR INR
  • Aum image
    AUM
    ₹ 930.37 Crores
    ISIN
    ISIN
    INF205K01296
  • Category Risk:

    Moderately High risk

Holding Information

as on 25th of May, 06:46 PM

Top Holding

Reliance Industries Ltd
10%
Hdfc Bank Ltd
9%
Housing Development Finance Corp Ltd
9%
Infosys Ltd
7%
Icici Bank Ltd
7%

Top Sectors

Financial Services
36%
Consumer Cyclical
11%
Technology
10%
Energy
10%
Consumer Defensive
7%

Allocation

Equity
95%
Others
5%
Debt
0%

Investment Return Calculator

as on 25th of May, 06:46 PM
  • Of
  • For
Total Corpus
Gains
Annualized %
  • Savings Bank
  • Fixed Deposit
  • Gold
  • Property
  • PPF
  • EPF
  • Mutual Fund(Equity)

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Transaction

as on 25th of May, 06:46 PM
Minimum SIP Amount
500
Minimum Lumpsum Amount
500
Lumpsum Multiple
500
SIP Multiple
500

About the Fund

Invesco India Tax Plan Dividend Payout is a Tax Saving EQUITY fund and has delivered an annualised return of -0.6% over a period of 3 years. The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers names are Amit Ganatra, Dhimant Kothari. To generate long term capital appreciation from a diversified portfolio of predominantly equity and equity-related instruments. The fund charges 2.23000%. The minimum SIP amount for this is ₹500. In case you want to invest a lump sum, the minimum amount to be invested is ₹500.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.