Invesco India Tax Plan

Invesco Mutual Fund

By Rajendra Oct 25, 2022 Scheme Analysis

Investment Strategy

[{"selector":"#anim-782b37b6-14cd-415d-9459-1a4a8904033c","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-050ae050-3a2b-4839-8aaa-2a4c90812857","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] – Investments in this fund can help you save income tax under Section 80C. Image Credit - Unsplash

Top 5 Holding

HDFC Infosys ICICI Bank Reliance Bharti Airltel 9.21 7.01 6.12 5.98 3.81 Total 32.13

Investment Strategy

[{"selector":"#anim-72b15ddc-04ff-43e7-a2e6-ec84a205a1da","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-14858d62-e690-4026-87c1-e92883549a91","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] – fund is managed with a long term perspective and has a balanced and well diversified portfolio with a significant exposure to midcap. Image Credit - Unsplash

Investment Strategy

[{"selector":"#anim-f9ab811f-f0df-4c4a-98b3-2a7ce0c5399f","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-5f673df5-57a0-4318-b84f-d2676f1d3009","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] An open-ended Equity Linked Savings Scheme (ELSS) with a lock-in period of 3 years Image Credit - Unsplash

Finance

15.30 13.24 9.32 5.98 5.66

Scheme Performance

[{"selector":"#anim-d06de6b1-a1c8-41b6-8338-90c945a7a6d9","keyframes":{"transform":["translate3d(-109.63855%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-ffc39bb6-a57c-469e-818d-7932a29a5439","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-f226222b-4660-415d-98d3-de63b8d6c257","keyframes":{"transform":["scale(0.15)","scale(1)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"forwards"}] Thick Brush Stroke Upto 1 Year - 1.00% Scribbled Arrow As on 30Sep. 2022 1 Year 3 Year 5 Year -7.71% 14.52% 11.37%

SIP Performance

Thick Brush Stroke upto 1 year - 1% Scribbled Arrow As on 30 Sep. 2022 1 Year 3 Year 5 Year 11,578 44,066 81,360 6.46% 13.60% 12.14% Monthly SIP of 1,000

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Invesco Mutual Fund

Invesco India Tax Plan

Category

Inception

Benchmark

AUM - 1,845 Cr

Fund Manager

Amit Nigam & Dimant Kothari