Invesco India Tax Plan Overview

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Invesco India Tax Plan is an open-ended equity ELSS fund. This fund is managed by Mr. Amit Ganatra. Invesco India Tax Plan is launched on 29th December 2006. The benchmark of Invesco India Tax Plan is S&P BSE 200 TRI.

This is an Equity Linked Savings Scheme (ELSS) mutual fund so you also can save tax and invest your money at same time. The last ten years, five years, and three years return of this fund is 19.64%, 16.81%, and 15.20%. Invesco India Tax Plan’s return since launch is 14.13%. You can invest in both Invesco India Tax Plan Growth and Invesco India Tax Plan Dividend way but it is advisable to invest in Invesco India Tax Plan Growth for a better return. The asset size of Invesco India Tax Plan is Rs.835 cr. (as on 31st March 2019). The expense ratio of Invesco India Tax Plan Regular is 2.59% (as on 28th Feb 2019). The minimum investment of Invesco India Tax Plan is Rs.500. You can save your tax by investing in ELSS Mutual Fund Under section 80C. You also can invest in Mutual Fund online by just clicking a button. Invesco India Tax Plan has 94.5% investment in Indian stocks of which 63.01% in the large-cap stocks, 21.65% in mid-cap stocks and 9.4% in small-cap stocks. Investors who want to invest in Mutual Fund and also want to save tax at the same time they can invest in Invesco India Tax Plan. Investors also should be ready for moderate losses. 

Top 10 holdings of Invesco India Tax Plan (10/04/2019)

S.No. Name of Holding Net Assets (%)
1 HDFC Bank Limited 8.95
2 Reliance Industries Limited 6.92
3 Housing Development Finance Corporation Limited 6.49
4 ICICI Bank Limited 5.85
5 Infosys Limited 5.07
6 Triparty Repo 4.75
7 Larsen & Toubro Limited 3.94
8 IndusInd Bank Limited 3.64
9 Axis Bank Limited 3.19
10 VIP Industries Limited 2.85

Top 5 Sectors of Invesco India Tax Plan (10/04/2019)

S.No. Name of Holding Net Assets (%)
1 Bank – Private 21.62
2 IT – Software 10.07
3 Refineries 9.01
4 Finance – Housing 7.47
5 Miscellaneous 5.51

Invesco India Tax Plan

  • Fund Manager- Mr. Amit Ganatra 
  • Expense Ratio- 2.59% (28th February 2019)
  • Launch Date- 29th December 2006
  • Benchmark- S&P BSE 200 TRI
  • Risk- Moderately High
  • AUM Size- Rs.835cr. (31st March 2019)
  • Return Since Launch- 14.13%

Performance

  1-Year 3-Year 5-Year 10-Year
Fund 3.89 15.20 16.81 19.64
S&P BSE 200 TRI 8.17 16.63 13.87 16.03
Category 0.48 14.13 14.82 16.68
Rank within Category 9 12 6 2
Number of funds in category 36 34 29 26

As on Apr 10, 2019

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