Changes time to time
NAV as on 11th Dec, 2018
|NIFTY 500 TRI||-3.10||-0.91||-7.16||-0.67||12.92||13.62||16.04|
As on Dec 11, 2018
|Risk Measures (%)||Mean||Std Dev||Sharpe||Sortino||Beta||Alpha|
|NIFTY 500 TRI*||11.13||14.84||0.32||0.52||-||-|
As on Nov 30, 2018. *As on Oct 31, 2018
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. 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 better return. The asset size of Invesco India Tax Plan is Rs.839 cr. (as on 30th April 2019). The expense ratio of Invesco India Tax Plan Regular is 2.44% (as on 30th April 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 same time they can invest in Invesco India Tax Plan. Investors also should be ready for moderate losses.