Invesco India Tax Plan - Direct (IDCW)

Invesco India Tax Plan - Direct (IDCW)

Very HighEquityTax Saving
Not Rated
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Scheme Details

-%

Expense Ratio

₹2,919 cr

Fund Size

₹500

Minimum Lumpsum

₹500

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
35.35%
18.72%
21.13%
18.48%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Invesco India Tax Plan - Direct (IDCW)
35.35%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
SBI PSU Fund - Direct (G)
48.18%
A
Aditya Birla SL PSU Equity Fund - Direct (G)
38.32%

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