- Mutual Funds
- Invesco Mutual Funds
- Invesco India Tax Plan (Growth)
Formerly Lotus India Tax Plan Gr
Invesco India Tax Plan (Growth)
₹ 81.96
NAV (Jun 02)
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 81.96
NAV (Jun 2)
Fund Returns
Last 1Y | 10.4% |
Last 3Y | 20.8% |
Last 5Y | 10.5% |
Last 10Y | 15.3% |
Since Inception | 13.7% |
6 Month CAGR | 0.5% |
Scheme Information
To generate long term capital appreciation from a diversified portfolio of predominantly equity and equity-related instruments.
Expense Ratio | 2.06 |
Launched (17y ago) | Dec 29, 2006 |
AUM in Crores | 1911.581 |
ISIN | INF205K01270 |
Lock-in | 3 |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 500 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | 14.6 |
Standard Deviation (5yr) | 19 |
Beta (3yr) | 0.93 |
Beta (5yr) | 0.95 |
Sharpe Ratio (3yr) | 1.14 |
Sharpe Ratio (5yr) | 0.349 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Invesco India Tax Plan (Growth) | 9,47,477 | 2,14,865 | 10.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Stock Holdings
housing development finance corp ltd
9.8%icici bank ltd
6.3%infosys ltd
6.2%hdfc bank ltd
6.1%reliance industries ltd
4.1%Allocation by Sector
financial services
35.6%industrials
11.8%technology
11.1%consumer cyclical
9.8%consumer defensive
6.9%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 8,056 cr | ||
₹ 10,178 cr | ||
₹ 14,448 cr | ||
₹ 8,860 cr | ||
₹ 7,811 cr |
About the AMC
Invesco Asset Management (India) Private Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
25.1% | 9.1% | ||
4.5% | 6.5% | ||
25.1% | 9% | ||
4.5% | 6.1% | ||
6% | 6.5% |
Invesco India Tax Plan (G) Review
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).
Frequently Asked Questions
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.