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Invesco India Tax Plan - Growth

Formerly Lotus India Tax Plan Gr
Returns (3yrs)
12.49 %
Latest NAV
56.00

Investment Calculator

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

Fund Information

as on 20th of February, 07:21 AM

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
    2.39
    benchmark
    Benchmark
    S&P BSE 200 India TR INR
  • Aum image
    AUM
    ₹ 1025.59 Crores
    ISIN
    ISIN
    INF205K01270
  • Category Risk:

    Moderately High risk

Holding Information

as on 20th of February, 07:21 AM

Top Holding

Hdfc Bank Ltd
9%
Reliance Industries Ltd
8%
Icici Bank Ltd
8%
Housing Development Finance Corp Ltd
7%
Infosys Ltd
5%

Top Sectors

Financial Services
38%
Consumer Cyclical
10%
Technology
9%
Energy
9%
Industrials
7%

Allocation

Equity
97%
Others
3%
Debt
0%

Investment Return Calculator

as on 20th of February, 07:21 AM
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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 20th of February, 07:21 AM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
1000
Lumpsum Multiple
500
SIP Multiple
500

About the Fund

Invesco India Tax Plan - Growth is a ELSS Equity fund and has delivered an annualised return of 12.49% 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 2.39000%.The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹1000.