Last NAV: 50.39

INVESCO INDIA TAX PLAN   -   Growth

INVESTMENT 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 capitalisation sectors utilizing bottom up approach. It will aim to have concentrated well researched portfolio, which would be around 20 - 50 stocks.

Annualized Return Last 5 years Last 3 years Last 1 year Year To date Month to date
13.53% 17.19% 14.69% 7.21% 2.88% 5.99%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
0.78 1.01 0.23 17.40% -59.03% 61.90%
Riskometer
Moderately-High
Investors understands that their principle will be at moderately high risk

Key Specifications

Category Equity: ELSS
AUM INR   713.12   Cr.
Inception Date 05/12/2006
Minimum Initial Investment INR   500
Minimum Subsequent Investment INR   500

Year Jan Feb March April May June July Aug Sept Oct Nov Dec Total
2007 -0.39 -8.42 -1.95 5.19 8.92 4.05 5.74 -0.35 10.46 12.65 2.47 13.30 62.29
2008 -13.14 -2.87 -11.68 5.06 -6.14 -18.21 5.06 3.85 -9.65 -23.00 0.53 10.08 -49.51
2009 -5.78 -3.20 4.89 12.72 26.03 1.15 10.96 3.71 7.01 -3.35 6.41 5.40 83.49
2010 -4.07 1.30 6.35 2.67 -2.04 5.43 1.74 3.71 6.98 0.21 -2.70 1.25 22.13
2011 -9.89 -2.68 7.05 1.43 -0.79 2.90 0.06 -6.14 -2.06 3.43 -7.79 -4.92 -18.92
2012 9.81 3.44 0.76 -0.58 -5.42 5.55 0.06 1.98 6.01 0.49 3.87 1.60 30.31
2013 1.68 -5.96 -0.21 2.99 2.33 -2.63 -4.57 -4.41 6.21 10.09 -0.05 5.51 10.13
2014 -3.88 3.37 6.79 0.48 10.32 9.67 2.15 4.84 4.28 2.12 4.90 0.00 54.30
2015 5.18 3.19 -0.61 -4.80 3.94 -0.62 4.60 -5.67 1.12 -0.17 -0.34 0.48 5.81
2016 -5.07 -9.84 11.81 1.75 4.07 1.87 5.02 2.45 -1.04 1.24 -5.11 -2.04 3.42
2017 4.46 3.51 3.47 2.67 2.55 -0.81 5.55 -0.91 -0.02 5.49 1.87 3.40 35.74
2018 2.28 -4.47 -2.54 6.99 -0.93 -0.56 4.66 3.22 -8.61 -4.64 4.86 -0.35 -1.25
2019 -1.80 -1.16 5.99 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 2.88
all values are in %

Allocation Mandate

Equity Allocation Min: 80   Max: 100
Debt Allocation Min: 0   Max: 0
Commodity Allocation Min: 0   Max: 0
Money Market Min: 0   Max: 20

About Fund Managers:

Taher Badshah INVESCO

  • Job Since 13/01/2017 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining Invesco Asset Management Pvt. Ltd. he has worked Motilal Oswal Asset Management Company Ltd., Kotak Mahindra and ICICI Prudential AMC.
  • Education Mr. Taher Badshah is a B.E (Electronics) and MMS (Finance) from University of Mumbai.

Amit Ganatra INVESCO

  • Job Since 29/03/2018 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining Religare, he has worked with DBS Cholamandalam AMC Pvt. Ltd., Fidelity India AMC and Centre For Monitoring Indian Economy.
  • Education Mr. Ganatra is a B.Com (H), Chartered Accountant and CFA.

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