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Invesco India Tax Plan

HOW HAS THE Invesco India Tax Plan PERFORMED?
With a 10-year return of 14.58%, the fund has massively outperformed the benchmark index (8.03%) and the category average (10.67%).
Invesco India Tax Plan Annualised-performance


FUND MANAGER
Amit Ganatra
Tenure: 1 month
Education: B.COM(H), CA, CFA


Should You Invest in Invesco India Tax Plan?
This tax-saving fund has a healthy track record and has consistently ranked in the first or the second quartile in its category. It follows a multi-cap approach with an emphasis on growth businesses. While in the past it had a mid-cap tilt, the fund has maintained a heavy large-cap bias for the some years now. This has resulted in a slight dip in its return profile relative to peers.



The fund prefers to maintain a compact portfolio of around 40-45 stocks, allowing it to take large positions in its high conviction bets with the aim of delivering outperformance. Since the fund's stewardship has changed only recently, investors may wait for the fund to build a track record under the new fund manager.

 
 



SIPs are Best Investments as Stock Market s are move up and down. Volatile is your best friend in making Money and creating enormous Wealth, If you have patience and long term Investing orientation. Invest in Best SIP Mutual Funds and get good returns over a period of time. Know which are the Top SIP Funds to Invest Save Tax Get Rich - Best ELSS Funds

For more information on Top SIP Mutual Funds contact Save Tax Get Rich on 94 8300 8300

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