Invesco India Tax Plan Direct Plan Growth
Equity
Direct
Very High Risk
Elss (Tax Savings)
NAV: ₹ 95.09 as on 24-11-2021
INDmoney RANK
6
/31
among Elss (Tax Savings) Category
INDmoney Analysis
Performance
Funds scoring high on Performance parameter are consistent in generating returns, deliver high performance during bull run & have the ability to generate excess returns over benchmark.
52%
Risk Management
Funds scoring high on Risk Management parameter are less volatile, generate higher returns per unit of downside risk taken & generate returns without moving up and down frequently.
64%
Cost
Funds scoring high on Cost parameter have relatively lower expense ratio.
71%
About the Fund
Invesco India Tax Plan Direct Plan Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Amit Nigam, Dhimant Kothari. The fund could potentially beat inflation in the long-run.
Key parameters
1) Invesco India Tax Plan Direct Plan Growth has a NAV of 95.09 as on 28-Nov-2021.
2) Invesco India Tax Plan Direct Plan Growth has 1898 Cr worth of assets under management (AUM) as on 28-Nov-2021 and is less than category average.
3) The fund has an expense ratio 0.88 %.
Fund Overview
Expense ratio | 0.88% | |
Benchmark | S&P BSE 200 India TR INR | |
AUM | ₹1898 Cr | |
Inception Date | 1 January, 2013 | |
Min Lumpsum/SIP | ₹500/₹500 | |
Exit Load | 0% | |
Lock In | 3 Years | |
TurnOver | 93.5% |
Fund Distribution
Size breakup
Large cap
73.94%
Mid cap
21%
Small cap
4.04%
Micro cap
1.02%
Sector Allocation
| Financial Services | 32.7% |
| Tech | 15.2% |
| Industrial | 11.6% |
| Cyclical | 11.3% |
| Basic Materials | 9.8% |
| Energy | 9.7% |
| Health | 3.9% |
| Utilities | 3.7% |
| Defensive | 2.1% |
Top Holdings
Total Holdings20
Equity Holdings20
Debt Holdings2
Fund Highlights
About the fund
This fund has delivered an average annual returns of 19.33% since inception which is more than its category average return of 15.36%
Fund Allocations
This fund has an allocation of 95.5% in Equity, 0% in Debt and 4.5% in Cash related instruments
AUM size ₹1898 Cr
This fund has AUM of ₹1898 Cr which is less than its category average of ₹ 2725 Cr
Expense Ratio 0.88%
This fund has an expense ratio of 0.88% which is less than its category average expense ratio of 1.6%
Fund Managers
Amit Nigam is B.Tech Mechanical, IIT Roorkee; PGDBM, IIM Indore
25 Years experience
Dhimant Kothari is B.Com; CA
13 Years experience
Mr. Kothari is currently a fund manager associated with Invesco Asset Management Company. He has over 13 years of experience in financial and equity research. Prior to joining Invescor Asset Management he worked as Senior Manager - Research for Credit Analysis & Research Ltd., analyzing companies across various sectors and preparing research reports for Lotus India Asset Management and CRISIL Ltd. Mr. Kothari is a Chartered Accountant and holds a commerce degree.
AMC details
Fund House
Invesco Asset Management (India) Private Ltd
Email
services@religaremf.com
Phone
+35234101
Address
Religare Invesco Asset Management Company Private Limited,3rd Floor, GYS Infinity,,Paranjpe 'B' Scheme, Subhash Road,,Vile Parle (East),
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Frequently Asked Questions
What are the average returns of Invesco India Tax Plan Direct Plan Growth Fund ?
What is the current NAV of Invesco India Tax Plan Direct Plan Growth Fund?
How do I invest in Invesco India Tax Plan Direct Plan Growth Fund?
What is the expense ratio of Invesco India Tax Plan Direct Plan Growth fund?
What is the worth of total assets under management (AUM) of Invesco India Tax Plan Direct Plan Growth fund ?
What are the top holdings of Invesco India Tax Plan Direct Plan Growth Fund?
What are the top sectors Invesco India Tax Plan Direct Plan Growth Fund has invested in?
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