Invesco India Tax Plan - IDCW

ISIN No.	INF205K01296
Current NAV	24.37
Category	Equity Funds - ELSS Funds
Launch Date	29 Dec 2006
Type	Open Ended
Net Assets	9224.11(in Lakhs)
Benchmark Name	S&P BSE 500 Total Return Index
FactSheet	Download

Investment Details

Minimum Investment	500
Subsequent Investment	500
Multiples	500
SIP Initial Investment	500
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?

Individuals

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

Societies

Companies

Trusts

Riskometer

Annual Returns(%)

Year	Fund Return
2022	-17.7804
2021	19.0207
2020	19.1573
2019	-11.3104
2018	-10.1078

Quarterly Returns(%)

Year	Q1	Q2	Q3	Q4
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

Fund Management

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

Registrar & Transfer Agent

KFin Technologies Private Limited
Address	303, Vamsee Estates, Opp. Big Bazaar, Ameerpet,Street No.1 ,Banjara Hills,,HYDERABAD - 500003
Phone	04044857874//
Fax
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.