3 Year return

Launched on January 2013 (11 years)

Investment Details


Minimum SIP Amount


Minimum one time investment

Fund has 3 years period

Calculate Returns

Based on past performance of this fund


Your Investment ₹3,00,000
  • Total Value


Your Investment
  • Total Value

Risk Involved


Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹2847.49 Cr.

Expense Ratio

0.76% (inclusive of GST)

Exit Load



ARQ Rating

Ratings by other agencies


Tax Implications

Withdrawal after 3 years:

10% tax on gains above ₹1 lakh per financial year

Fund Holdings


Invesco Mutual Fund Managers


Amit Nigam

Fund Manager since Feb 2019

View Details

Fund House Details

Invesco Mutual Fund

Invesco Mutual Fund Asset management company

AUM ₹83,636.59 Cr.
No. of Schemes 123
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Invesco Mutual Fund

List of mutual fund schemes by AMC

About Invesco India Tax Plan Direct Plan-Growth

Invesco India Tax Plan Direct-Growth is a distinguished ELSS mutual fund offering from the renowned Invesco Mutual Fund. It aims to counter inflation over time, providing a hedge against the eroding effects of inflation on purchasing power. A vital aspect of this ELSS offering is the mandatory lock-in period of 3 years, ensuring investors remain committed for this duration. It is an open-ended fund, giving investors an opportunity to buy or sell fund units at any time.

Investment Objectives of the Scheme

Invesco India Tax Plan Fund has a straightforward mission: long-term capital growth. To achieve this, the fund crafts a diversified portfolio, predominantly leaning towards equity and equity-related securities.

Key Features of The Fund

5-year return 21.32%
Expense Ratio 0.76%
Fund Manager Amit Nigam
Fund Size ₹2847.49 Cr
Risk Profile Very High

Is This Scheme Right for Me?

If you're an investor with a horizon of at least 3 years and are seeking the dual perks of potentially higher returns and income tax savings, the Invesco India Tax Plan Fund might align with your objectives. However, it's pivotal to temper expectations with an understanding of the inherent market risks. Moderate losses are part and parcel of equity investments. Additionally, with its 3-year lock-in period, this fund asks for patience and a long-term perspective from its investors. Therefore, talk to your financial advisor before making an investment decision.

AMC Contact Details

Name Invesco Mutual Fund
Launch Date May 2005
Addresss Unit No: 2101 A, 21st floor, A – Wing, Marathon Futurex, N. M. Joshi Marg, Lower Parel, Mumbai – 400 013
Contact 1-800-209-0007(Toll Free) +91-22-6731-0000
Email mfservices@invesco.com
Website https://invescomutualfund.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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What is today's NAV of Invesco India ELSS Tax Saver Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Invesco India ELSS Tax Saver Fund Jul 18 2024 is 145.27

What is the AUM of Invesco India ELSS Tax Saver Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Invesco India ELSS Tax Saver Fund is 2847.49 crore.

What is the expense ratio of Invesco India ELSS Tax Saver Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Invesco India ELSS Tax Saver Fund is 0.76%

What are the returns of Invesco India ELSS Tax Saver Fund since inception?

The Invesco India ELSS Tax Saver Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 18.87 since inception.

What is the minimum SIP amount to invest in Invesco India ELSS Tax Saver Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Invesco India ELSS Tax Saver Fund is 500.

How do I invest in Invesco India ELSS Tax Saver Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Invesco India ELSS Tax Saver Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Invesco India ELSS Tax Saver Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Invesco India ELSS Tax Saver Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.