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  • Invesco Mutual Funds
  • Invesco India Tax Plan (Growth)

Formerly Lotus India Tax Plan Gr

Invesco Mutual Funds

Invesco India Tax Plan (Growth)

EquityTax Saving

80.46

NAV (Nov 25)

10.8%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in tax saving mutual funds.

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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

Scripbox Recommended Tax Saving Fund

Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

80.46

NAV (Nov 25)

Fund Returns

Last 1Y

-5%

Last 3Y

14.8%

Last 5Y

10.8%

Last 10Y

15.7%

Since Inception

14%

6 Month CAGR

13.1%

Scheme Information

Investment Objective

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

Expense Ratio

2.07

Launched (16y ago)

Dec 29, 2006

AUM in Crores

1916.240

ISIN

INF205K01270

Lock-in

3

Benchmark

S&P BSE 500 India TR INR

SIP Minimum

500

Lumpsum Min.

500

Standard Deviation (3yr)

21.8

Standard Deviation (5yr)

19.1

Beta (3yr)

0.94

Beta (5yr)

0.95

Sharpe Ratio (3yr)

0.54

Sharpe Ratio (5yr)

0.384

YTM

0

Fund Managers

Dhimant Kothari

Fund Manager

Amit Nigam

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2022-11-25

Top Stock Holdings

housing development finance corp ltd

9.6%
9.6%

infosys ltd

7.6%
7.6%

reliance industries ltd

6.2%
6.2%

icici bank ltd

6.2%
6.2%

bharti airtel ltd

3.8%
3.8%
See all holdings

Allocation by Sector

financial services

31.7%
31.7%

consumer cyclical

16.3%
16.3%

technology

13%
13%

industrials

9.8%
9.8%

energy

6.2%
6.2%
See all sectors

Compare Invesco India Tax Plan (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,427 cr

₹ 4,865 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 46,996 crores and was set up on 20 May 2005. It's current offering of mutual fund schemes includes 36 equity,116 debt and 9 hybrid funds.

amc-img

  • 022-67310000
  • mfservices@invesco.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    19%

    9.2%

    23.2%

    8.3%

    19%

    9%

    23.3%

    8.3%

    23.3%

    8.3%

    Invesco India Tax Plan (G) Review

    Invesco India Tax Plan (G) is a Tax Saving Equity fund and has delivered an annualised return of 14% over a period of 15 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 11/25/2022 is ₹80.46 with the total AUM as of 11/26/2022 is ₹1916.24. 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 -5% 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)?

    Invesco India Tax Plan (G) is a Tax Saving Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    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 2.07% for regular plan.