Invesco India Tax Plan (IDCW)

Invesco India Tax Plan (IDCW)

Very HighEquityTax Saving
Not Rated
Loading...

Scheme Details

-%

Expense Ratio

₹2,633 cr

Fund Size

₹500

Minimum Lumpsum

₹500

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
38.95%
17.2%
17.17%
14.59%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Invesco India Tax Plan (IDCW)
38.95%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
A
Aditya Birla SL PSU Equity Fund - Direct (G)
96.18%
S
SBI PSU Fund - Direct (G)
99.5%

Holdings

Holdings
Sector Wise
Infosys
8.2%
ICICI Bank
8.11%
HDFC Bank
7.37%
Reliance Industr
5.98%
Axis Bank
4.7%

Fund Manager

A
Amit Nigam
A
Amit Ganatra
D
Dhimant Kothari
D
Dhimant Kothari