Item: Invesco India Tax Plan Direct Plan Growth
Rating: 4
Author: Morningstar

Home › Mutual Funds › Invesco Mutual Fund › Invesco India Tax Plan Direct Plan Growth

105.180 (0.010%)

NAV on September 29, 2023

Category Equity:
ELSS (Tax Savings)

Investment StyleBox

Large Growth

Total Assets 2,167 cr

Turnover Ratio 68.53%

Expense Ratio 0.79%

Exit Load -

Returns

Min Investment 500

Buy Now Start SIP

Fund Manager Amit Nigam (Since about 3 years) Dhimant Kothari (Since over 5 years)

ISIN INF205K01NT8

Fund Family Invesco

P/E Ratio 24.99

P/B Ratio 4.19

Launch Date January 01, 2013

Benchmark S&P BSE 500 India TR INR

Financial 31.49%

Industrial 12.49%

Technology 14.05%

Basic Materials 7.81%

Consumer Cyclical 10.92%

Utilities Services 5.09%

Healthcare Services 6.17%

Energy Services 3.50%

Communication Services 2.41%

Consumer Defensive 6.07%

Real Estate 0.00%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Bank of India Tax Advantage Fund Direct Plan Growth	137.120	26.31%	843 cr	1.24%	Above Average
JM Tax Gain Fund (Direct) - Growth	38.178	26.04%	90 cr	1.42%	Above Average
Bandhan Tax Advantage (ELSS) Fund - Direct Plan - Growth	134.524	25.68%	5,073 cr	0.63%	Above Average
Kotak Tax Saver-Scheme-Growth - Direct	100.198	23.60%	4,089 cr	0.56%	Below Average
DSP Tax Saver Fund Direct Plan Growth	105.617	23.51%	11,863 cr	0.80%	Average
Mirae Asset Tax Saver Fund -Direct Plan-Growth	39.898	22.53%	17,630 cr	0.66%	Average
PGIM India ELSS Tax Saver Fund Dir Gr	30.430	19.71%	696 cr	0.85%	Average

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
SBI Long Term Equity Fund Direct Growth	314.828	34.63%	15,587 cr	1.02%	Average
Motilal Oswal Long Term Equity Fund Direct Plan Growth	36.776	29.01%	2,535 cr	0.71%	Above Average
Bank of India Tax Advantage Fund Direct Plan Growth	137.120	26.31%	843 cr	1.24%	Above Average
JM Tax Gain Fund (Direct) - Growth	38.178	26.04%	90 cr	1.42%	Above Average
Bandhan Tax Advantage (ELSS) Fund - Direct Plan - Growth	134.524	25.68%	5,073 cr	0.63%	Above Average
HDFC TaxSaver -Direct Plan - Growth Option	1018.644	25.41%	11,286 cr	1.15%	Below Average
Franklin India Taxshield Direct Growth	1163.913	25.35%	5,247 cr	1.01%	Above Average