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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.76 | 14.47 | 1.83 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.42 | 15.08 | 1.48 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 3 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
BSE 500 - TRI |
Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Invesco India ELSS Tax Saver Fund(IDCW) | 13.34% | 8.00% | 8.83% |
Axis ELSS Tax Saver Fund(IDCW) | 15.68% | 2.43% | 13.73% |
SBI Long Term Equity Fund(IDCW) | 39.44% | 18.08% | 10.09% |
Mirae Asset ELSS Tax Saver Fund(IDCW) | 28.54% | 7.43% | 13.97% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
6.14 %
Holdings
5.37 %
Holdings
3.92 %
Invesco is an independent investment management firm based in Atlanta, Georgia. The company has presence in 25 countries worldwide, serves clients from 120, and has a workforce of 8,000 employees globally.
No.of Schemes
37
Total AUM
₹ 1,05,925.44 Cr.
Amit Nigam
AUM: ₹10,434.87 Cr.
|
Exp: —
Dhimant Kothari
AUM: ₹11,727.90 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Best ELSS Mutual Funds to Invest in 2020 | Top ELSS Fund | Save Taxes | Equity Linked Savings Scheme
4 years ago•ETMONEY
Invesco India Tax Plan Mutual Fund Review 2019 | Best Tax saving Mutual Funds | Top ELSS Funds India
5 years ago•The Mutual Fund Talk
Top 5 Tax Saving (ELSS) Funds- 2019
5 years ago•Groww
Invested period > 3 year
Gains are treated as long-term capital gains and taxed at 10%