Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Significant holdings have underlying redflags
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.75 | 13.53 | 2.55 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.43 | 14.40 | 2.25 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 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 | 44.11% | 19.64% | 18.92% |
Axis ELSS Tax Saver Fund | 37.11% | 11.60% | 18.39% |
SBI Long Term Equity Fund | 57.05% | 29.92% | 18.23% |
Mirae Asset ELSS Tax Saver Fund | 38.07% | 19.64% | 21.55% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Equity
Others
Holdings
6.94 %
Holdings
5.46 %
Holdings
4.76 %
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
36
Total AUM
₹ 90,005.32 Cr.
Amit Nigam
AUM: ₹10,145.83 Cr.
|
Exp: —
Dhimant Kothari
AUM: ₹10,378.60 Cr.
|
Exp: —
Manager Performance (0)
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
Invested
₹—
+Returns (0%)
₹—
-₹—
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
Returns
Fund has been able to generate better returns compared to other funds in the same category