Invesco India Tax Plan - IDCW
Current NAV
Equity Funds - ELSS Funds
Launch Date
29 Dec 2006
Open Ended
Net Assets
9224.11 (in Lakhs)
Benchmark Name
S&P BSE 500 Total Return Index
Moderate Low
Moderate High
Very High
Investment Details
Minimum Investment
Subsequent Investment
SIP Initial Investment
Exit Load
Units issued to eligible investors under Invesco India Tax Plan are eligible for deductions u/s 80C(2) (xii) of the Income Tax Act, 1961. subject to a maximum of Rs.1,50,000/- and can be Repurchased / Pledged / Transferred after 3 years from the date of Allotment. For details please refer to the Offer Document; No entry load will be charged for subscription/Switch ins W.E.F. August 01, 2009; Exit Load : Nil.
Who is Eligible?


Minor through Parent/Lawful Guardian

Foreign Institutional Investors

Financial Institutions and Investment Institutions

Non-resident Indians/Persons of Indian origin residing abroad

Association of Persons

Partner(s) of Partnership Firms




YearFund Return
2022 -17.7804
2021 19.0207
2020 19.1573
2019 -11.3104
2018 -10.1078
2022 -15.2013 -14.1876 9.6379 2.9858
2021 -5.2260 9.1712 10.9368 2.5142
2020 -24.2135 21.6196 9.1754 19.1573
2019 -5.6801 0.1056 -1.6299 -3.9914
2018 -13.2974 3.9366 -0.6924 -0.5467
Sponsor Name Religare Asset Management Co. Ltd
Fund Manager Amit Nigam & Dhimant Kothari
Since 29 Dec 2006
Status A
Setup Date 29 Dec 2006
Phone 2267310000/28371565/9811198581
Address 3 Floor,GYS Infinity,Paranjpe B Scheme,Subhash Road,Vile Parle-East,MUMBAI,MAHARASHTRA - 400057
Email gurvinder.sital@religareaegon.com
KFin Technologies Private Limited
Address 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet,Street No.1 ,Banjara Hills,,HYDERABAD - 500003
Phone 04044857874//
Email investorsupport.mfs@kfintech.com

Disclaimer :-

1. Investors should consult their Financial Advisers if before making any Investment Decision on sutability of the Product.
2. Past performance may or may not be sustained in future and should not be used as a basis for investments.
3. Fund Returns and Benchmark Performance figures are calculated on a daily NAV to basis for the Growth option of the selected scheme for the relevant
4. The Net Assets are as per the last published Monthly AUM by the respective fund house.
5. Investors are advised to check the information Shown abobe from AMFI , Mutual Fund and Over websites before Making any Investment RR will not take any responsibility for any information provide on this website.
Top 10 Holdings (as on 31-Aug-2015) Portfolio Chart (as on 31-Aug-2015)

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