Invesco India Tax Plan - Direct Plan

Scheme Type
Open-ended
Scheme Category
Tax Planning
Benchmark Type
S&P BSE 100
Scheme AUM (in Crs.)
₹ 556.63
Expense Ratio
1%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 27556
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
51.81
(-0.04 %)
NAV as on 2018-11-14
Returns
Fund
Invesco India Tax Plan - Direct Plan
1 Year
3.29%
3 Year
13.21%
5 Year
20.32%
AMC Details
amc launch date
Launch Date
24 Jul 2006
amc sponsor
Sponsor
NA
amc email
Email
mfservices@invesco.com
amc phone
Phone
022 - 67310000
amc address
Address
3rd Floor, GYS Infinity, Paranjpe B Scheme, Subhash Road, Vile Parle East, 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 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 capitalisation sectors utilizing bottom up approach. It will aim to have concentrated well researched portfolio, which would be around 20 - 50 stocks.
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?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,058
Portfolio Value
58
Total Returns