Invesco India Tax Plan Direct Plan
Scheme Type
Open-ended
Scheme Category
ELSS (Tax Savings)
Benchmark Type
S&P BSE 100
Scheme AUM (in Crs.)
₹ 620.1
Expense Ratio
0.99%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 23871
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
24 Jul 2006
Sponsor
NA
Email
services@religaremf.com
Phone
022 - 67310000
Address
3rd Floor, GYS Infinity,,Paranjpe "B" Scheme, Subhash Road,Vile Parle (East),Mumbai, Mumbai - 400057
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The investment objective of the Scheme is to generate long term capital growth from a diversified portfolio of predominantly equity and equity-related securities.
Suitability
This product is suitable for investors who are seeking
• capital appreciation over long-term z
• investment in equity and equity-related instruments
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹5,990
Portfolio Value
₹-10
Total Returns
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