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invesco india tax plan growth
Invesco India Tax Plan Growth

Invesco India Tax Plan Growth

  • Very High Risk
  • Equity
  • ELSS (Tax Savings)
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NAV as on Jul 25, 2025
i
Price per unit of the scheme.
₹ 126.4100-1.09%1 Day Change
-0.24%
Minimum Investment₹500
Expense Ratio1.99%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
3
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jul 25, 2025
Compare fund’s performance against category average across different time periods
1M3M6M1Y3Y5Y
16Out of 44 funds in the category
Category Avg Return
-0.51%
Fund Return -0.24%
Low-0.51%High
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Invesco India Tax Plan Growth
VS
Equity: ELSS (Tax Savings) Average NAV
    Topper in Equity: ELSS (Tax Savings)
    HSBC Tax Saver Equity Fund Direct Growth
    All Fund
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Invesco India Tax Plan Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹3,60,000
    • Return
      ₹1,04,022
    • Current Value
      ₹4,64,022

    bt_logoFUND SUMMARY

    Benchmark
    S&P BSE 500 India TR INR
    Expense Ratio
    1.99%
    Category Avg Expense Ratio
    0.86%
    Minimum Investment (Lumpsum/SIP)
    ₹ 500 /₹ 1000
    Lock In (Years)
    3
    Fund Size
    ₹ 2,911.31 Cr(As on Jun, 2025)
    Inception Date
    Dec 29, 2006
    Turnover
    59.00 %
    Exit Load
    Nil

    bt_logoABOUT THE FUND

    Objective: To generate long term capital appreciation from a diversified portfolio of predominantly equity and equity-related instruments.

    Invesco India Tax Plan Growth is an Equity - ELSS (Tax Savings) fund. The fund was launched inDec 29, 2006. Its risk level is . The NAV of the fund as onJul 25, 2025 is ₹126.41. Its expense ratio is 1.99 %. The fund has an AUM of ₹2,911.31 Cr.The fund is managed byAmit Nigam,Dhimant Kothari,Deepesh Kashyap.
    The minimum initial investment is  ₹500 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Dhimant Kothari
    Dhimant Kothari
    i
    Lead Fund Manager.
    Mar 29, 2018 - Present
    • Fund Manager Rank15Out of 39
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed10
    • Total AUM₹ 33,814.65 Cr
    • Highest Return In 1 Yr15.37 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Invesco India Dynamic Equity Fund Direct Plan Growth
    ₹ 63.73
    -0.16%
    -0.10%
    Very High Risk
    ₹1,024.34Cr
    Invesco India largecap Fund Direct Plan Growth
    ₹ 82.88
    -1.36%
    -1.12%
    Very High Risk
    ₹1,558.24Cr
    Invesco India Equity & Bond Fund Direct Growth
    ₹ 25.29
    -0.54%
    -0.36%
    Very High Risk
    ₹741.62Cr
    Invesco India Dynamic Equity Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 63.73
    • Fund Size₹1,024.34Cr
    Fund Return-0.16%
    Category Return-0.10%
    Invesco India largecap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 82.88
    • Fund Size₹1,558.24Cr
    Fund Return-1.36%
    Category Return-1.12%
    Invesco India Equity & Bond Fund Direct Growth
    Very High Risk
    • NAV₹ 25.29
    • Fund Size₹741.62Cr
    Fund Return-0.54%
    Category Return-0.36%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Amit Nigam
    Amit Nigam
    i
    Lead Fund Manager.
    Sep 3, 2020 - Present
    • Schemes managed10
    • Total AUM₹ 11,957.29 Cr
    • Highest Return In 1 Yr46.11 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Invesco India Infrastructure Fund Direct Pan Growth Option
    ₹ 77.63
    -0.19%
    -0.95%
    Very High Risk
    ₹1,607.39Cr
    Invesco India Multicap Fund Direct Plan Growth Option
    ₹ 155.90
    -0.98%
    -0.46%
    Very High Risk
    ₹4,182.05Cr
    Invesco India Invesco Global Consumer Trends FOF Direct Growth
    --
    ₹ 11.22
    2.04%
    -%
    Very High Risk
    ₹300.75Cr
    Invesco India Infrastructure Fund Direct Pan Growth Option
    Very High Risk
    • NAV₹ 77.63
    • Fund Size₹1,607.39Cr
    Fund Return-0.19%
    Category Return-0.95%
    Invesco India Multicap Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 155.90
    • Fund Size₹4,182.05Cr
    Fund Return-0.98%
    Category Return-0.46%
    Invesco India Invesco Global Consumer Trends FOF Direct Growth
    Very High Risk--
    • NAV₹ 11.22
    • Fund Size₹300.75Cr
    Fund Return2.04%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Deepesh Kashyap
    Deepesh Kashyap
    i
    Lead Fund Manager.
    Jul 1, 2025 - Present
    • Schemes managed1
    • Total AUM₹ 2,911.31 Cr
    • Highest Return In 1 Yr3.92 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Invesco India Tax Plan Direct Plan Growth
    ₹ 149.54
    -0.15%
    -0.59%
    Very High Risk
    ₹2,911.31Cr
    Invesco India Tax Plan Direct Plan Growth
    Very High Risk
    • NAV₹ 149.54
    • Fund Size₹2,911.31Cr
    Fund Return-0.15%
    Category Return-0.59%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Jun, 2025
    EQUITY (98.96%)
    DEBT (-%)
    CASH (1.04%)
    Allocation by Market Cap
    Large Cap(44.19%)
    Mid Cap(29.77%)
    Small Cap(23.89%)
    Industry Holdings
    • Banks Regional13.05%
    • Information Technology Services9.61%
    • Internet Retail6.63%
    • Credit Services5.27%
    • Auto Parts5.22%
    • Drug Manufacturers Specialty Generic3.46%
    Stock Holdings
    • HDFC Bank Ltd6.11%
    • Infosys Ltd5.31%
    • ICICI Bank Ltd2.99%
    • Bajaj Finance Ltd2.83%
    • Home First Finance Co India Ltd ---2.69%
    • LTIMindtree Ltd2.66%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      1.80
      This Fund
      VS
      2.27
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      85.91
      This Fund
      VS
      86.94
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.97
      This Fund
      VS
      0.93
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      1.04
      This Fund
      VS
      1.08
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      1.65
      This Fund
      VS
      1.89
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      14.39
      This Fund
      VS
      13.75
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Motilal Oswal Long Term Equity Fund Regular Plan GrowthMotilal Oswal Long Term Equity Fund Regular Plan Growth
    ₹ 52.66
    1.35%
    -0.59%
    Very High Risk
    ₹ 4,505.81 Cr
    NJ ELSS Tax Saver Scheme Regular GrowthNJ ELSS Tax Saver Scheme Regular Growth
    --
    ₹ 14.66
    1.10%
    -0.59%
    Very High Risk
    ₹ 290.03 Cr
    IDBI Equity Advantage Fund Regular GrowthIDBI Equity Advantage Fund Regular Growth
    ₹ 43.39
    0.91%
    0.49%
    Very High Risk
    ₹ 484.91 Cr
    Sundaram Tax Savings - Regular Plan - GrowthSundaram Tax Savings - Regular Plan - Growth
    ₹ 510.98
    0.42%
    -0.59%
    Very High Risk
    ₹ 1,394.52 Cr
    Union Tax saver (ELSS) Fund GrowthUnion Tax saver (ELSS) Fund Growth
    ₹ 64.64
    0.40%
    -0.59%
    Very High Risk
    ₹ 927.40 Cr
    Sundaram Diversified Equity Fund GrowthSundaram Diversified Equity Fund Growth
    ₹ 221.49
    0.39%
    -0.59%
    Very High Risk
    ₹ 1,519.21 Cr
    Motilal Oswal Long Term Equity Fund Regular Plan Growth
    Very High Risk
    • NAV₹ 52.66
    • Fund Size₹ 4,505.81 Cr
    Fund Return1.35%
    Category Return-0.59%
    NJ ELSS Tax Saver Scheme Regular Growth
    Very High Risk--
    • NAV₹ 14.66
    • Fund Size₹ 290.03 Cr
    Fund Return1.10%
    Category Return-0.59%
    IDBI Equity Advantage Fund Regular Growth
    Very High Risk
    • NAV₹ 43.39
    • Fund Size₹ 484.91 Cr
    Fund Return0.91%
    Category Return0.49%
    Sundaram Tax Savings - Regular Plan - Growth
    Very High Risk
    • NAV₹ 510.98
    • Fund Size₹ 1,394.52 Cr
    Fund Return0.42%
    Category Return-0.59%
    Union Tax saver (ELSS) Fund Growth
    Very High Risk
    • NAV₹ 64.64
    • Fund Size₹ 927.40 Cr
    Fund Return0.40%
    Category Return-0.59%
    Sundaram Diversified Equity Fund Growth
    Very High Risk
    • NAV₹ 221.49
    • Fund Size₹ 1,519.21 Cr
    Fund Return0.39%
    Category Return-0.59%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Invesco India - Invesco EQQQ NASDAQ-100 ETF Fund of Fund Direct GrowthInvesco India - Invesco EQQQ NASDAQ-100 ETF Fund of Fund Direct Growth
    --
    ₹ 18.88
    5.25%
    --
    Very High Risk
    ₹ 380.96 Cr
    Invesco India Invesco Pan European Equity Fund of Fund Direct GrowthInvesco India Invesco Pan European Equity Fund of Fund Direct Growth
    --
    ₹ 21.51
    3.63%
    --
    Very High Risk
    ₹ 51.61 Cr
    Invesco India Invesco Global Equity Income Fund of Fund Dir GrowthInvesco India Invesco Global Equity Income Fund of Fund Dir Growth
    --
    ₹ 34.28
    3.34%
    --
    Very High Risk
    ₹ 48.54 Cr
    Invesco India Invesco Global Consumer Trends FOF Direct GrowthInvesco India Invesco Global Consumer Trends FOF Direct Growth
    --
    ₹ 11.22
    2.04%
    --
    Very High Risk
    ₹ 300.75 Cr
    Invesco India Gold Fund Direct Plan GrowthInvesco India Gold Fund Direct Plan Growth
    --
    ₹ 29.04
    1.19%
    4.14%
    High Risk
    ₹ 168.25 Cr
    Invesco India Growth Opportunities Fund Direct Plan GrowthInvesco India Growth Opportunities Fund Direct Plan Growth
    ₹ 120.66
    1.17%
    1.40%
    Very High Risk
    ₹ 7,886.66 Cr
    Invesco India - Invesco EQQQ NASDAQ-100 ETF Fund of Fund Direct Growth
    Very High Risk--
    • NAV₹ 18.88
    • Fund Size₹ 380.96 Cr
    1 Month Return5.25%
    Category Return--
    Invesco India Invesco Pan European Equity Fund of Fund Direct Growth
    Very High Risk--
    • NAV₹ 21.51
    • Fund Size₹ 51.61 Cr
    1 Month Return3.63%
    Category Return--
    Invesco India Invesco Global Equity Income Fund of Fund Dir Growth
    Very High Risk--
    • NAV₹ 34.28
    • Fund Size₹ 48.54 Cr
    1 Month Return3.34%
    Category Return--
    Invesco India Invesco Global Consumer Trends FOF Direct Growth
    Very High Risk--
    • NAV₹ 11.22
    • Fund Size₹ 300.75 Cr
    1 Month Return2.04%
    Category Return--
    Invesco India Gold Fund Direct Plan Growth
    High Risk--
    • NAV₹ 29.04
    • Fund Size₹ 168.25 Cr
    1 Month Return1.19%
    Category Return4.14%
    Invesco India Growth Opportunities Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 120.66
    • Fund Size₹ 7,886.66 Cr
    1 Month Return1.17%
    Category Return1.40%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Invesco Asset Management (India) Private Ltd
    Invesco Asset Management (India) Private Ltd manages assets worth ₹ 1,23,047.75 crores. It’s current offering of mutual fund schemes includes 21 equity, 21 debt and 4 hybrid schemes.
    phone icon
    Phone
    +91 22 67310000
    mail icon
    Email
    mfservices@religareinvesco.com
    aum
    AUM
    ₹ 1,23,047.75 Cr (
    As on Jun 30, 2025
    )
    location
    Address
    3rd Floor, GYS Infinity, Mumbai,400 057

    bt_logoFAQ's

    What is the category of Invesco India Tax Plan Growth ?
    The category of Invesco India Tax Plan Growth is Equity - ELSS (Tax Savings)
    What is the current NAV of Invesco India Tax Plan Growth ?
    The current NAV of Invesco India Tax Plan Growth as on Jul 25, 2025 is ₹126.41
    How safe is Invesco India Tax Plan Growth ?
    The risk level of Invesco India Tax Plan Growth is Very High.
    What are short term returns given by Invesco India Tax Plan Growth ?
    The return given by Invesco India Tax Plan Growth in 1 month is -0.24%, 3 months is 6.98%, 6 months is 6.00%, and 1 year is 2.76%
    What are the long term returns given by Invesco India Tax Plan Growth ?
    The return given by Invesco India Tax Plan Growth in 3 years is 19.46% and 5 years is 19.70%.
    What is the expense ratio of Invesco India Tax Plan Growth ?
    The expense ratio of Invesco India Tax Plan Growth is 1.99%
    What is the AUM of Invesco India Tax Plan Growth ?
    The assets under Management (AUM) of Invesco India Tax Plan Growth is Rs 2,911.31 crores.
    What is the minimum investment in Invesco India Tax Plan Growth ?
    The minimum Lumpsum investment in Invesco India Tax Plan Growth is ₹500.00 and the minimum SIP investment in Invesco India Tax Plan Growth is ₹1,000.00
    What is the asset allocation of Invesco India Tax Plan Growth?
    Invesco India Tax Plan Growth has an exposure of 98.96% in Equity and 1.04% in Cash & Money Market Securities

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