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Invesco India ELSS Tax Saver Fund - Growth

Fund House:
Invesco Mutual Fund
Category:
Equity: ELSS
Status:
Open Ended Schemes
Launch Date:
29-12-2006
ISIN Number:
INF205K01270
Minimum Investment:
500
Minimum SIP:
500
Total Assets: (29-11-2024):
2954.77
Nav (20-12-2024)
127.73
CAGR Since Inception:
15.21
Benchmark:
BSE 500 TRI
Expense Ratio (30-11-2024)::
1.91 %
Risko-Meter:
Very High
Exit Load:
Nil.
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Invesco India ELSS Tax Saver Fund - Growth 29.11 26.87 16.82 18.92 14.56
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 51.18 40.6 29.09 24.18 0
HSBC ELSS Tax saver Fund - Regular Growth 36.8 29.61 20.7 19.49 14.27
HSBC Tax Saver Equity Fund - Growth 36.11 28.24 20.55 19.93 13.81
SBI Long Term Equity Fund - Regular Plan- Growth 32.96 32.06 25.91 24.21 14.95
JM ELSS Tax Saver Fund (Regular) - Growth option 31.4 28.38 20.78 21.39 15.88
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 31 28.89 0 0 0
BANK OF INDIA ELSS Tax Saver -Regular Plan- Growth 27.73 28.03 20.64 25.13 16.8
DSP ELSS Tax Saver Fund - Regular Plan - Growth 27.57 25.89 20.54 21.1 16.09
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option 27.42 26.1 18.09 18 13.26
Fund Manager
Amit Nigam, Dhimant Kothari:
Scheme Objective
The scheme aims to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. It intends to invest across market capand sectors utilizing bottom up approach. It will aim to have concentrated well researched portfolio, which would be around 20 - 50 stocks. :
Riskometer : Very High
Risko-meter
Return Analysis
Based On Invesco India ELSS Tax Saver Fund - Growth NIFTY 50 TRI Equity: ELSS
CAGR since inception 15.21% 13.95% 16.05%
1 Year 29.11% 12.84% 23.30%
3 Year 16.82% 13.73% 17.92%
5 Year 18.92% 15.28% 19.01%
10 Year 14.56% 12.46% 13.96%
Nav / Index Value as on2024-12-22 2,954.77% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others 1.38
Cash & Cash Equivalents -0.36
Equity 98.98
Company Holding
HDFC BANK LIMITED 6.52
ICICI BANK LIMITED 5.34
TATA CONSULTANCY SERVICES LIMITED 4.09
AXIS BANK LIMITED 2.99
DIVIS LABORATORIES LIMITED 2.47
THE FEDERAL BANK LIMITED 2.47
METRO BRANDS LIMITED 2.35
COFORGE LIMITED 2.28
APOLLO HOSPITALS ENTERPRISE LIMITED 2.21
POLY MEDICURE LIMITED 2.19
FAQ's of Invesco India ELSS Tax Saver Fund - Growth
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Invesco India ELSS Tax Saver Fund - Growth