Invesco India Tax Plan - Direct Plan - Growth

Invesco India Tax Plan - Direct Plan - Growth of Invesco Mutual Fund has asset class type as ELSS. Oro Wealth rating for the fund is 3.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

0.99

Age

NA Years

Fund Manager

Dhimant Kothari

AuM (Rs Crores)

609.3174

Asset Class

ELSS

Net Asset Value:

53.14

Rating

3

Benchmark

S&P BSE 200 TRI

Fund Type

ELSS

SEBI Category

ELSS

Turnover Ratio(Monthly)

.42 Times

Fund Manager Details:

Dhimant Kothari He is a Chartered Accountant and holds a Commerce degree. Dhimant has 12 years' experience in financial and equity research. In his last assignment, Dhimant was working as Senior Manager - Research with Credit Analysis & Research Ltd., where he was responsible for analysis and preparation of research reports on various industries and companies. His other assignments include Lotus India Asset Management and CRISIL Ltd., where he was responsible for analyzing companies across various sectors and preparing research reports.

Objective:

To generate long term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

Top Holdings:

  • Banks (22.53)
  • IT - Software (12.19)
  • Automobile (1.6)
  • Refineries (9.81)
  • Finance (6.99)
  • Gas Distribution (5.25)
  • Pharmaceuticals (4.75)
  • Infrastructure Developers & Operators (3.92)
  • Auto Ancillaries (3.91)
  • Alcoholic Beverages (3.32)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition