Invesco India Tax Plan Growth
Medium
Risk
Equity
Elss Fund
+
16.02
%
16.02
%
3Y annualised
+
0.30
%
0.30
%
1D
1M
6M
1Y
3Y
All
Fund size
2517
NAV:
Mar 7, 2024
107.15
Sector
Tech
Type
Equity
Launched
Dec 2006
Min Investment
500
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
ICICI Bank Ltd
5.22
%
Infosys Ltd
4.75
%
Reliance Industries Ltd
4.42
%
HDFC Bank Ltd
3.41
%
Tata Consultancy Services Ltd
3.03
%
Axis Bank Ltd
2.77
%
Anand Rathi Wealth Ltd
2.62
%
IndusInd Bank Ltd
2.49
%
Bank of Baroda
2.26
%
Gujarat State Petronet Ltd
2.25
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
No exit loads
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Invesco India Tax Plan Growth
More details
Investment objective
To generate long term capital appreciation from a diversified portfolio of predominantly equity and equity-related instruments.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
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