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EQUITY•ELSS

Invesco India ELSS Tax Saver Fund

3 Year return

16.96%
NAV on December 12, 2025
147.63
1D Returns
+0.65%
Launched on January 2013(12 years)

Investment Details

₹500
Minimum SIP Amount
₹500
Minimum one time investment
Lock-in period: 3.0000 years

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
31.03%₹1,117
Total Value ₹4,717

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹2,838.04 Cr.
Expense Ratio
0.78% (inclusive of GST)
Exit Load
Nil

Ratings

ARQ Rating
2.5

Ratings by other agencies

Value Research
3
Crisil
1
Morning Star
4

Tax Implications

Withdrawal after 3 years:
12.5% tax on gains above ₹1.25 lakh per financial year

Invesco Mutual Fund Manager

AN

Amit Nigam

Fund Manager since Sep 2020

DK

Deepesh Kashyap

Fund Manager since Jul 2025

Fund House Details

Invesco Mutual Fund

Invesco Mutual Fund

Asset management company

AUM
₹1,28,692.93 Cr.
No. of Schemes
141
Setup Date
May 2005

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Quant ELSS Tax Saver Fund14.8138%
3.5
HDFC ELSS Tax Saver20.8708%
0
SBI ELSS Tax Saver Fund23.0124%
5

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
16.617%
Expense Ratio
0.78%
Fund Manager
Amit Nigam
Fund Size
₹2838.04 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

NameInvesco Mutual Fund
Launch DateMay 2005
AddressUnit 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
Emailmfservices@invesco.com
Websitehttps://invescomutualfund.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

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 on December 12, 2025, is ₹147.63
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 ₹2838.04 crore.
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 0.78%
The Invesco India ELSS Tax Saver Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
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 ₹undefined.
  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.
  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.
  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.
  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.

ENTER AMOUNT

₹
₹4,717 in 3Y at 16.9649% returns
SIP Date1st of every month

Your next SIP Payment will be on 12 January 2026

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