Invesco India Tax Plan


NAV : 56.33
(+0.95arrow_upward)
AUM : ₹636 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
1.11%8.54%8.66%6.24%12.53%16.5%16.6%



Fund Details

An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit
NAV56.33
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₹1,04,241₹1,03,849₹392
After 1 year₹1,06,243₹1,04,633₹1,610
After 3 years₹1,58,097₹1,50,661₹7,436
After 20 years₹21,19,139₹15,37,007₹5,82,133

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 : 16.5% 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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Startp India

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