Formerly Lotus India Tax Plan Gr
Tax saving funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
The performance of the fund on a Fund Size metric has been Satisfactory
The performance of the fund on a Outperformance Consistency metric has been Satisfactory
Investment Duration5 years
Total Corpus Created (₹)With CAGR of 11.25 % in 5 years
NAV (Jun 2)
6 Month CAGR
To generate long term capital appreciation from a diversified portfolio of predominantly equity and equity-related instruments.
Launched (17y ago)
Dec 29, 2006
AUM in Crores
S&P BSE 500 India TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Invesco India Tax Plan (Growth)||9,47,477||2,14,865||10.5%|
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 before investing. Past performance is not an indicator of future returns.
housing development finance corp ltd9.8%
icici bank ltd6.3%
hdfc bank ltd6.1%
reliance industries ltd4.1%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 8,056 cr
₹ 10,178 cr
₹ 14,448 cr
₹ 8,860 cr
₹ 7,811 cr
Invesco Asset Management (India) Private Ltd
|Fund Name||Scripbox Opinion||Till Date CAGR|
Invesco India Tax Plan (G) is a Tax Saving Equity fund and has delivered an annualised return of 13.7% over a period of 16 years. The fund was previously known as Lotus India Tax Plan Gr. The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers are Amit Nigam, Dhimant Kothari.
Nav of Invesco India Tax Plan (G) as of 6/2/2023 is ₹81.96 with the total AUM as of 6/4/2023 is ₹1911.581. With Scripbox you can compare and check the latest nav for all mutual funds in India. Invesco India Tax Plan (G) was launched on Dec 29, 2006. The category risk of the fund is Very High Risk.
The minimum SIP amount for Invesco India Tax Plan (G) is ₹500 and you can increase this in multiples of ₹500. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.
Invesco India Tax Plan (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 India TR INR.
Invesco India Tax Plan (G) is rated as a 2 fund in Equity and delivered 10.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Invesco India Tax Plan (G).
What is Invesco India Tax Plan (G)?
How to invest in Invesco India Tax Plan (G)?
You can invest in Invesco India Tax Plan (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Invesco India Tax Plan (G)?
The minimum sip amount for Invesco India Tax Plan (G) is ₹500. You can invest in multiples of ₹500.
Is Invesco India Tax Plan (G) good to invest in?
As per Scripbox experts, Invesco India Tax Plan (G) is a Neutral fund. You can investInvesco India Tax Plan (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Invesco India Tax Plan (G)?
The expense ratio of the Invesco India Tax Plan (G) is 2.06% for regular plan.