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Invesco India Tax Plan

Invesco India Tax Plan

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

21.53

as on 29 Mar 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,967 today.

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NAV Performance

Invesco India Tax Plan performance graph for last 3 years
Performance of Invesco India Tax Plan for last 3 Years

Fund Information

  • ₹ 73.740

    as on 29 Mar 2023
  • Regular - Growth

  • 14 / 37

  • ₹ 500

  • ₹ 1,859 Cr.

    as on 31 Dec 2021
  • 2.12%

  • 02 Jan 2013

  • Equity - ELSS

  • S&P BSE 200 TRI

  • Invesco Mutual Fund

    Show All Funds
  • Data not available.

Highlights of this fund

Invesco India Tax Plan is an Open-ended Equity Fund. The fund belongs to ELSS category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 02 Jan 2013. This fund is offered by one of the top AMC (Assets Management Company) Invesco Mutual Fund. You can also view here all other Equity funds offered by Invesco Mutual Fund.

Latest NAV of the fund is ₹ 73.740 as on 29 Mar 2023.

This fund has 10 years of track record. Since 31 Oct 2021 expense ratio of this fund is 2.12%. Ideally you shoulds compare this fund with the benchmark S&P BSE 200 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 500.

Fund Objective

To generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities

List of Fund Managers of Invesco India Tax Plan

  • About Dhimant Kothari

    Picture of Dhimant KothariDhimant has 14 years of experience in financial and equity research and is currently serving as ‘Fund Manager’ at Invesco. Earlier, he worked as a Senior Manager - Research with Credit Analysis & Research Ltd., where he was responsible for analysis and preparation of research reports on various industries and companies. His other assignments include Lotus India Asset Management and CRISIL Ltd., where he was responsible for analyzing companies across various sectors and preparing research reports. He is a Chartered Accountant and holds a Commerce degree.
  • About Amit Nigam

    Picture of Amit Nigam

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best -0.02% -1.30% 5.08% 17.83% 32.94% 48.96% 20.20% 21.31% 6.22% 8.84% 23.49% 24.08% 20.84%
Category Average -1.58% -5.48% -0.44% -0.01% 10.32% 26.25% 9.96% 14.37% -2.24% 1.42% 12.19% 11.74% 12.15%
Invesco India Tax Plan -1.89%₹ 9,811 -6.05%₹ 9,394 -1.98%₹ 9,801 -7.41%₹ 9,259 -6.69%₹ 11,563 5.33%₹ 11,098 -4.05%₹ 22,999 21.53%₹ 17,967 6.87%₹ 39,939 9.31%₹ 15,612 8.89%₹ 75,042 14.66%₹ 39,327 11.60%₹ 2,19,263
DSP Tax Saver Fund -2.14%₹ 9,786 -6.09%₹ 9,390 -0.06%₹ 9,993 -0.36%₹ 9,964 -2.80%₹ 11,818 10.73%₹ 12,271 1.27%₹ 24,318 28.94%₹ 21,465 13.42%₹ 43,950 12.09%₹ 17,708 13.53%₹ 84,210 16.27%₹ 45,211 13.89%₹ 2,47,793
Mirae Asset Tax Saver Fund -1.47%₹ 9,852 -5.17%₹ 9,483 0.55%₹ 10,055 -1.49%₹ 9,851 -3.15%₹ 11,795 8.93%₹ 11,874 0.42%₹ 24,104 29.46%₹ 21,725 12.65%₹ 43,469 13.76%₹ 19,069 13.92%₹ 85,021 - -
Quant Tax Plan -0.02%₹ 9,998 -10.01%₹ 8,998 -6.26%₹ 9,373 -1.80%₹ 9,819 -6.83%₹ 11,554 19.71%₹ 14,352 3.64%₹ 24,912 48.96%₹ 33,121 23.49%₹ 50,630 20.20%₹ 25,114 24.08%₹ 1,08,881 21.31%₹ 69,112 20.84%₹ 3,60,313
BOI AXA Tax Advantage Fund -0.98%₹ 9,901 -5.99%₹ 9,401 -0.42%₹ 9,958 -0.73%₹ 9,927 -0.90%₹ 11,942 11.42%₹ 12,424 1.25%₹ 24,313 28.63%₹ 21,310 13.48%₹ 43,987 11.93%₹ 17,578 15.50%₹ 88,381 15.94%₹ 43,931 14.53%₹ 2,56,460
Canara Robeco Equity Tax Saver Fund -1.51%₹ 9,849 -5.55%₹ 9,445 -1.37%₹ 9,862 -0.98%₹ 9,902 -3.12%₹ 11,797 9.34%₹ 11,964 0.56%₹ 24,138 27.14%₹ 20,577 12.07%₹ 43,102 13.99%₹ 19,258 13.97%₹ 85,114 14.82%₹ 39,870 13.76%₹ 2,46,086

Portfolio Holdings

Portfolio holdings pattern of Invesco India Tax Plan as on 31 Mar 2023 are listed below:

  • Equity Holdings:

    98.66%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    1.34%

Top Sector Holdings of Invesco India Tax Plan

Name of SectorHolding PercentageHolding Values in Crore
Banks 23.83% ₹ 460.69 Cr.
Computers - Software 7.96% ₹ 154.01 Cr.
Auto ancillaries 4.87% ₹ 94.14 Cr.
NBFC 4.40% ₹ 85.16 Cr.
Refineries/Marketing 4.39% ₹ 84.85 Cr.
Others 54.55% -

Top Stock Holdings of Invesco India Tax Plan

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 8.07% ₹ 155.97 Cr.
Infosys Ltd. 7.96% ₹ 154.01 Cr.
HDFC Bank Ltd. 7.27% ₹ 140.64 Cr.
Reliance Industries Ltd. 4.39% ₹ 84.85 Cr.
Kotak Mahindra Bank Ltd. 4.38% ₹ 84.64 Cr.
Others 67.93% -

Other Holdings

Holding TypeHolding Percentage
TREPS 1.55%
Net Receivables -0.21%