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  • Invesco India Tax Plan of Income Dist cum Capital Wtdrl (PIDCW-A)

Formerly Invesco India Tax Plan DP

Invesco Mutual Funds

Invesco India Tax Plan of Income Dist cum Capital Wtdrl (PIDCW-A)

EquityTax Saving

Top Ranked

25.78

NAV (Oct 13)

16.5%
5 Year CAGR
Scripbox Opinion

Top Ranked

Invesco India Tax Plan of Income Dist cum Capital Wtdrl (PIDCW-A) 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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

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

1,891 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
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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.

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

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

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Historical NAV

25.78

NAV (Oct 13)

Fund Returns

Last 1Y
57.6%
Last 3Y
20.9%
Last 5Y
16.5%
Last 10Y
17.5%
Since Inception
15.5%
6 Month CAGR
30.1%
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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
2.05
Launched (15y ago)
Dec 29, 2006
AUM in Crores
1890.346
ISIN
INF205K01296
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

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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.

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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

Fund NameScripbox OpinionFund SizeTrack Record

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 45,921 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.

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  • tel-amc-about
    022-67310000
  • mail-amc-about
    mfservices@invesco.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    20.2%

    12.7%

    top-ranked-badge

    20.2%

    12.7%

    top-ranked-badge

    20.2%

    12.7%

    top-ranked-badge

    20.5%

    13.4%

    top-ranked-badge

    26.1%

    16.4%

    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

    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

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    Create an Account

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    04

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    About Invesco India Tax Plan of Income Dist cum Capital Wtdrl (PIDCW-A)

    About Invesco India Tax Plan of Income Dist cum Capital Wtdrl (PIDCW-A)

    Invesco India Tax Plan of Income Dist cum Capital Wtdrl (PIDCW-A) is a Tax Saving Equity fund and has delivered an annualised return of 15.5% over a period of 14 years. The fund was previously known as Invesco India Tax Plan DP . The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers are Amit Nigam, Dhimant Kothari

    Invesco India Tax Plan of Income Dist cum Capital Wtdrl (PIDCW-A) 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 of Income Dist cum Capital Wtdrl (PIDCW-A) NAV,AUM,Risk

    The Invesco India Tax Plan of Income Dist cum Capital Wtdrl (PIDCW-A) fund was launched on Dec 29, 2006. The NAV (Net Asset Value) of this Tax Saving Equity fund as of 2021-10-13 is ₹25.78. The total AUM (Asset Under Management) of the fund as of 14/10/2021 is ₹1890.346. The category risk of the Invesco India Tax Plan of Income Dist cum Capital Wtdrl (PIDCW-A) fund is Very High Risk. The fund charges 2.05 % as expense ratio.

    Invesco India Tax Plan of Income Dist cum Capital Wtdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 98.7% in this asset class. The top three holdings of the fund are , reliance industries ltd , hdfc bank ltd , icici bank ltd , infosys ltd , kotak mahindra bank ltd , axis bank ltd , l&t technology services ltd , tech mahindra ltd , ultratech cement ltd , bajaj finance ltd , vip industries ltd , kei industries ltd , tci express ltd , j.b. chemicals & pharmaceuticals ltd , honeywell automation india ltd , vinati organics ltd , cholamandalam investment and finance co ltd , gland pharma ltd , united breweries ltd , birla corp ltd , indian railway catering and tourism corp ltd , hdfc asset management company limited , minda industries ltd , indraprastha gas ltd , titan co ltd , whirlpool of india ltd , ashok leyland ltd , bajaj auto ltd , gujarat gas ltd , g r infraprojects ltd , motherson sumi systems ltd , tata steel ltd , triparty repo , sterlite technologies ltd , atul ltd , mtar technologies ltd , repco home finance ltd , rbl bank ltd , net receivables / (payables)

    Invesco India Tax Plan of Income Dist cum Capital Wtdrl (PIDCW-A) 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 of Income Dist cum Capital Wtdrl (PIDCW-A) 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 of Income Dist cum Capital Wtdrl (PIDCW-A) Review

    Invesco India Tax Plan of Income Dist cum Capital Wtdrl (PIDCW-A) 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 of Income Dist cum Capital Wtdrl (PIDCW-A) 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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