| Category: Equity: ELSS |
| Launch Date: 29-12-2006 |
| Asset Class: Equity |
| Benchmark: S&P BSE 200 TRI |
| Expense Ratio: 2.33% As on (30-09-2020) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 1,133.52 Cr As on (30-09-2020) |
| Turn over: 93.00 |
54.81
0.18 (0.3284%)
13.09%
S&P BSE 200 TRI 9.26%
PERFORMANCE of Invesco India Tax Plan - Growth
Scheme Performance (%) Data as on - 23-10-2020
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Invesco India Tax Plan - Growth | 5.38 | 5.96 | 8.86 | 11.08 | 13.09 |
| S&P BSE 200 TRI | -13.9 | -1.18 | 4.82 | 6.32 | 9.26 |
| Equity: ELSS | 2.95 | 2.28 | 7.25 | 8.91 | 11.58 |
Yearly Performance (%)
Fund Managers
Amit Nigam
Investment Objective
The scheme aims to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. It intends to invest across market capand sectors utilizing bottom up approach. It will aim to have concentrated well researched portfolio, which would be around 20 - 50 stocks.
RETURNS CALCULATOR for Invesco India Tax Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Invesco India Tax Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Invesco India Tax Plan - Growth | 14.02 | 0.93 | -1.36 | 0.92 | - | - |
| Equity: ELSS | - | - | - | - | - | - |
PEER COMPARISION of Invesco India Tax Plan - Growth
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Invesco India Tax Plan - Growth | 29-12-2006 | 5.38 | 9.45 | 5.96 | 8.86 | 11.08 |
| Quant Tax Plan-Growth | 01-04-2000 | 23.01 | 16.97 | 8.58 | 15.2 | 7.69 |
| Parag Parikh Tax Saver Fund- Regular Growth | 05-07-2019 | 18.07 | 0.0 | 0.0 | 0.0 | 0.0 |
| BOI AXA Tax Advantage Fund-Regular Plan- Growth | 25-02-2009 | 17.62 | 18.67 | 6.04 | 10.25 | 9.42 |
| Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth | 31-03-1993 | 13.05 | 15.9 | 9.94 | 10.17 | 10.44 |
| Mirae Asset Tax Saver Fund-Regular Plan-Growth | 01-12-2015 | 11.03 | 13.8 | 8.01 | 0.0 | 0.0 |
| Union Long Term Equity Fund - Growth Option | 23-12-2011 | 8.29 | 11.66 | 5.11 | 5.99 | 0.0 |
| UTI - Long Term Equity Fund (Tax Saving) - Regular Plan - Growth Option | 01-08-2005 | 7.96 | 9.02 | 3.98 | 7.06 | 7.78 |
| BNP Paribas Long Term Equity Fund - Growth Option | 05-01-2006 | 6.25 | 12.92 | 3.88 | 7.13 | 10.67 |
| Shriram Long Term Equity Fund - Regular Growth | 18-01-2019 | 5.71 | 0.0 | 0.0 | 0.0 | 0.0 |