|Fund Type||Open Ended|
|Benchmark||S&P BSE 200 TRI|
|Asset Size(Cr)||686.49 (As on Dec 31, 2018)|
|Fund Manager||Amit Ganatra , Dhimant Kothari|
|Notes||Lotus India Mutual Fund renames as Religare Mutual Fund w.e.f. February 5, 2009.|
|Min SIP Investment||500|
|Min Addl Investment||500|
|Period||Returns(%)||Benchmark Returns (%)|
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
- All the returns are calculated as against the performance of Nifty Free Float Midcap 100.
- The benchmark for the funds falling in small- and mid-cap category is Nifty Free Float Midcap 100.
|Fund Name||Ratings||1 Yr Rtn.||3 Yr Rtn.||5 Yr Rtn.|
|Mirae Asset Tax Saver Fund (G)||0.15%||20.64%||%|
|HDFC Long Term Advantage Fund (G)||-5.82%||16.88%||15.86%|
|Motilal Oswal Long Term Equity Fund (G)||-11.68%||16.24%||%|
|Aditya Birla Sun Life Tax Relief 96 (G)||-6.02%||14.55%||18.77%|
|L&T Tax Advantage Fund (G)||-13.14%||14.27%||15.72%|
|Period||Returns (%)||BSE 200 (%)|
|No. of Investment||Amount Invested||Investment Value As on date||Units Purchased||CAGR|
| No. of Investment
|| Amount Invested
|| Investment Value As on date
|| Units Purchased || CAGR
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
|Total Amount Invested||Investment Value As on Date||Total Units Purchased||Abs. Return|
| Total Amount Invested
|| Investment Value As on Date
|| Total Units Purchased || Abs. Return
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
|Sector||Value(In Cr)||Allocation (%)|
|Holdings||Instrument||Industry||Rating||Market Value||% to NAV|
Everyone has a dream to to achieve success in life. Becoming financially stable and leading a luxurious life is desired by all. But, the situations sometimes act as a hindrance. Nowadays, when inflation rates are at the hike and causing market rate fluctuations, it has become crucial to make such strategies which could help us in attaining that height.
The Invesco Tax Plan (now known as Invesco India Tax Plan), is a mutual fund scheme designed by one of the most prominent fund house Invesco Mutual Fund. It falls under the ELSS category and thus offers deduction in taxes to the investors. It is among the top performing investment schemes since its inception. Here we are providing you with the broad parameters for the same that would help you get a clear understanding of it.
The workings of a mutual fund programme can be evaluated well by taking a review of its overall performance. It has shown the below-mentioned traits till date:
The top 5 sectors in which assets of this MF programme are invested include:
Among them, the highest percentage of the monies are put in the financial sector (as per the data for last 12 months). Furthermore, the top holdings of this programme include HDFC Bank Ltd., Infosys Ltd., Hero Motocorp Ltd., Maruti Suzuki India Ltd., and so on.
Thus, an investor can fetch the desired results by investing in the Invesco Tax Plan and attain dual benefits of managing taxes and earning high returns. This programme has benefited various investors since its inception and has the capacity to cater much more.
So, if you are desirous to meet your investment goals and want to give worth to your portfolio, then you can buy this scheme online at My SIP Online. We have different tools and various solutions that can help you create your future the way you want. Plan your investment with the help of top 5 tax saving schemes today for better tomorrow.
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