• Mutual Funds
  • Invesco Mutual Funds
  • Invesco India Tax Plan of Income Dist cum Capital Wtdrl (RIDCW-A)

Formerly Invesco India Tax Plan DR

Invesco Mutual Funds

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

EquityTax Saving

Top Ranked

24.79

NAV (Dec 03)

17.2%
5 Year CAGR
Scripbox Opinion

Not Reviewed yet

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

1,898 Cr. Large within the category

Category View

Positive. The category has a positive investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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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
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    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

Historical NAV

24.79

NAV (Dec 3)

Fund Returns

Last 1Y

38.3%

Last 3Y

18%

Last 5Y

17.2%

Last 10Y

17.3%

Since Inception

15%

6 Month CAGR

12.4%

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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

Very High Risk

Expense Ratio

2.12

Launched (15y ago)

Dec 29, 2006

AUM in Crores

1897.850

ISIN

INF205K01288

Lock-in

3

Benchmark

S&P BSE 200 India TR INR

SIP Minimum

0

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)

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

amc-icon

About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 46,645 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

    16.7%

    12.2%

    16.7%

    12.2%

    16.7%

    12.2%

    23%

    16%

    4.1%

    6.5%

    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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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers are millionaires
    We thrive on trust.

    We match your objectives to the right portfolio. World-class wealth management using science, data and technology, leveraged by our experience, and human touch. Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
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    About Invesco India Tax Plan of Income Dist cum Capital Wtdrl (RIDCW-A)

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

    Invesco India Tax Plan of Income Dist cum Capital Wtdrl (RIDCW-A) is a Tax Saving Equity fund and has delivered an annualised return of 15% over a period of 14 years. The fund was previously known as Invesco India Tax Plan DR . 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 (RIDCW-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 (RIDCW-A) NAV,AUM,Risk

    The Invesco India Tax Plan of Income Dist cum Capital Wtdrl (RIDCW-A) fund was launched on Dec 29, 2006. The NAV (Net Asset Value) of this Tax Saving Equity fund as of 2021-12-03 is ₹24.79. The total AUM (Asset Under Management) of the fund as of 06/12/2021 is ₹1897.85. The category risk of the Invesco India Tax Plan of Income Dist cum Capital Wtdrl (RIDCW-A) fund is Very High Risk. The fund charges 2.12 % as expense ratio.

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

    The fund’s highest allocation is towards Equity and has invested 95.5% in this asset class. The top three holdings of the fund are , reliance industries ltd , icici bank ltd , hdfc bank ltd , infosys ltd , kotak mahindra bank ltd , axis bank ltd , tech mahindra ltd , net receivables / (payables) , l&t technology services ltd , ultratech cement ltd , tci express ltd , bajaj finance ltd , vip industries ltd , kei industries ltd , cholamandalam investment and finance co ltd , united breweries ltd , birla corp ltd , indraprastha gas ltd , vinati organics ltd , minda industries ltd , titan co ltd , gland pharma ltd , honeywell automation india ltd , j.b. chemicals & pharmaceuticals ltd , ashok leyland ltd , whirlpool of india ltd , triparty repo , g r infraprojects ltd , bajaj auto ltd , mtar technologies ltd , motherson sumi systems ltd , tata steel ltd , sterlite technologies ltd , gujarat gas ltd , atul ltd , repco home finance ltd , hdfc asset management company limited

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

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null and you can increase this in multiples of ₹ 100. 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 (RIDCW-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 (RIDCW-A) Review

    Invesco India Tax Plan of Income Dist cum Capital Wtdrl (RIDCW-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 (RIDCW-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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