Invesco India Tax Plan


NAV : 55.64
(+0.02arrow_upward)
AUM : ₹636 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
173.11%14.96%3.09%9.94%13.59%17.37%NA



Fund Details

An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit
NAV55.64
Launch Date-
Min (1st time)₹500
Min (later on)₹500
Min SIP₹1,500
Expense Ratio2.34%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,01,536₹1,00,724₹811
After 1 year₹1,09,939₹1,08,252₹1,687
After 3 years₹1,61,696₹1,54,054₹7,642
After 20 years₹24,62,259₹17,82,999₹6,79,260

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 17.37% Past 3 yr Data

NAV History



Expense Ratio Trends





Fund Objective:
To generate long term capital appreciation from a diversified portfolio of predominantly equity and equity-related instruments.
Fund Manager:
Amit Ganatra & Dhimant Kothari















Jamā जमा જમા జమ জমে ജമാ ಜಮ ଜମା ஜமா is a product by Simply Grow Technologies Pvt. Ltd.

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