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    • Invesco India Tax Plan (Growth)

    Formerly Lotus India Tax Plan Gr

    Invesco Mutual Funds

    Invesco India Tax Plan (Growth)

    EquityTax Saving

    Top Ranked

    82.81

    NAV (Sep 16)

    16.1%
    5 Year CAGR
    Scripbox Opinion

    Top Ranked

    Invesco India Tax Plan (Growth) is a good choice within tax saving mutual funds.

    Scripbox recommends other funds for investment in tax saving.

    Click here to see our recommendations.

    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 ->

    Track Record

    15 Years. The Fund has Sufficient history for analysis and the track record is good.

    Relative Size

    1,843 Cr. Large within the category

    Category View

    Superior. The category has a superior investment outlook

    Consistency Of Performance

    Good. The historical performance of the fund has been good

    Invest in this fund
    Explore similar funds with a Scripbox plan. Explore the plan below.
    Tax Saver Plan

    Tax Saver Plan

    Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      3 Years
    • graph-icon-gray
      Save Tax

    No single fund can achieve what a plan can. Learn why

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    Historical NAV

    82.81

    NAV (Sep 16)

    Fund Returns

    51.8%
    Last 1Y
    16.5%
    Last 3Y
    16.1%
    Last 5Y
    17.1%
    Last 10Y
    15.4%
    Since Inception
    info-icon-blue

    Scheme Information

    Investment Objective

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

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

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    Very High Risk

    Expense Ratio
    2.06 %
    Launched (15y ago)
    Dec 29, 2006
    AUM in Crores
    ₹ 1,843
    ISIN
    INF205K01270
    Lock-in
    3
    Benchmark
    S&P BSE 200 India TR INR
    SIP Minimum
    ₹ 500
    Lumpsum Min.
    ₹ 500
    Fund Managers
    user-avatar

    Amit Nigam

    Fund Manager

    user-avatar

    Dhimant Kothari

    Fund Manager

    calculator

    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.

    build-long-item-wealth-img

    Tax Saver Plan

    Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

    • Inflation beating returns
      Inflation beating returns
    • Save Tax
      Save Tax
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Equity Funds

    SBI Focused Equity Fund (G)

    SBI Focused Equity Fund (G)

    Diversified

    Recommended

    Top Ranked

    17 Years

    Age

    5

    Track Record

    Aditya Birla Sun Life Focused Equity Fund (G)

    Aditya Birla Sun Life Focused Equity Fund (G)

    Diversified

    Recommended

    Top Ranked

    16 Years

    Age

    5

    Track Record

    UTI Nifty Index Fund (G)

    UTI Nifty Index Fund (G)

    Index Funds

    Recommended

    Top Ranked

    21 Years

    Age

    5

    Track Record

    HDFC Index Nifty 50 fund (G)

    HDFC Index Nifty 50 fund (G)

    Index Funds

    Recommended

    Top Ranked

    19 Years

    Age

    5

    Track Record

    Kotak Bluechip fund (G)

    Kotak Bluechip fund (G)

    Large Cap

    Recommended

    Top Ranked

    23 Years

    Age

    5

    Track Record

    amc-icon

    About the AMC

    Invesco Asset Management (India) Private Ltd

    Invesco Asset Management (India) Private Ltd manages assets worth 45,444 crores and was set up on 20 May 2005. It's current offering of mutual fund schemes includes 36 equity,111 debt and 14 hybrid funds.

    amc-img

  • tel-amc-about
    022-67310000
  • mail-amc-about
    mfservices@invesco.com
  • Invesco India Growth Opportunities Fund (G)

    Invesco India Growth Opportunities Fund (G)

    Diversified

    Recommended

    Top Ranked

    ₹ 4,153 Cr

    Fund Size

    15.90%

    5 Year CAGR

    5 Y CAGR

    Invesco India Growth Opportunities Fund of Income Dist cum Capital Wtdrl (RIDCW-A)

    Invesco India Growth Opportunities Fund of Income Dist cum Capital Wtdrl (RIDCW-A)

    Diversified

    Top Ranked

    ₹ 4,153 Cr

    Fund Size

    15.90%

    5 Year CAGR

    5 Y CAGR

    Invesco India Growth Opportunities Fund of Income Dist cum Capital Wtdrl (PIDCW-A)

    Invesco India Growth Opportunities Fund of Income Dist cum Capital Wtdrl (PIDCW-A)

    Diversified

    Top Ranked

    ₹ 4,153 Cr

    Fund Size

    15.90%

    5 Year CAGR

    5 Y CAGR

    Invesco India largecap Fund (G)

    Invesco India largecap Fund (G)

    Large Cap

    Top Ranked

    ₹ 397 Cr

    Fund Size

    14.00%

    5 Year CAGR

    5 Y CAGR

    Invesco India Mid Cap Fund (G)

    Invesco India Mid Cap Fund (G)

    Mid Cap

    Top Ranked

    ₹ 1,879 Cr

    Fund Size

    18.00%

    5 Year CAGR

    5 Y CAGR

    growth

    Tax Saver Plan

    Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      3 Years
    • graph-icon-gray
      Save Tax
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Mirae Asset Tax Saver Fund (Growth)

    Mirae Asset Tax Saver Fund (Growth)

    Equity

    Tax Saving

    Canara Robeco Equity Taxsaver fund (Growth)

    Canara Robeco Equity Taxsaver fund (Growth)

    Equity

    Tax Saving

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Invesco India Tax Plan (G)

    About Invesco India Tax Plan (G)

    Invesco India Tax Plan (G) is a Tax Saving Equity fund and has delivered an annualised return of 15.4% over a period of 14 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

    Invesco India Tax Plan (G) Investment Objective

    To generate long term capital appreciation from a diversified portfolio of predominantly equity and equity-related instruments. . However, there is no assurance that the objective of the scheme will be realized.

    Invesco India Tax Plan (G) NAV,AUM,Risk

    The Invesco India Tax Plan (G) fund was launched on Dec 29, 2006. The NAV (Net Asset Value) of this Tax Saving Equity fund as of 2021-09-16 is ₹82.81. The total AUM (Asset Under Management) of the fund as of 17/09/2021 is ₹1842.451. The category risk of the Invesco India Tax Plan (G) fund is Very High Risk. The fund charges 2.06 % as expense ratio.

    Invesco India Tax Plan (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 98.5% in this asset class. The top three holdings of the fund are , reliance industries ltd , icici bank ltd , hdfc bank ltd , infosys ltd , axis bank ltd , kotak mahindra bank ltd , tech mahindra ltd , l&t technology services ltd , bajaj finance ltd , tata steel ltd , bajaj auto ltd , ultratech cement ltd , vip industries ltd , gland pharma ltd , hdfc asset management company limited , triparty repo , tci express ltd , vinati organics ltd , j.b. chemicals & pharmaceuticals ltd , indraprastha gas ltd , minda industries ltd , birla corp ltd , gujarat gas ltd , kei industries ltd , motherson sumi systems ltd , whirlpool of india ltd , titan co ltd , honeywell automation india ltd , mrf ltd , united breweries ltd , cholamandalam investment and finance co ltd , sterlite technologies ltd , indian railway catering and tourism corp ltd , g r infraprojects ltd , ashok leyland ltd , mtar technologies ltd , sbi cards and payment services ltd ordinary shares , atul ltd , repco home finance ltd , rbl bank ltd , graphite india ltd , net receivables / (payables)

    Invesco India Tax Plan (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Invesco India Tax Plan (G) Investment volatility and Horizon

    This fund 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 200 India TR INR

    Invesco India Tax Plan (G) Review

    Invesco India Tax Plan (G) has a score of 4 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Invesco India Tax Plan (G) has a score of 4 out of 5 Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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