Invesco India Tax Plan (IDCW)

Invesco India Tax Plan (IDCW)

Very HighEquityTax Saving
Not Rated
Loading...

Scheme Details

-%

Expense Ratio

₹2,919 cr

Fund Size

₹500

Minimum Lumpsum

₹500

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
30.36%
12.86%
17.82%
14.82%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Invesco India Tax Plan (IDCW)
30.36%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
13.03%
S
Sundaram Emerging Small Cap Series V - Dir (G)
8.3%

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