Jama - Invesco India Tax Plan


Invesco India Tax Plan


NAV : 98.35
(+0.7199999999999989arrow_upward)
AUM : ₹1,094 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
6.39%12.66%31.22%60.65%32.76%23.76%18.95%



NAV History



Expense Ratio Trends


Fund Details

An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit
NAV98.35
Launch Date-
Min (1st time)₹500
Min (later on)₹500
Min SIP₹1,500
Expense Ratio2.34%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,14,552₹1,14,225₹326
After 1 year₹1,60,652₹1,58,645₹2,006
After 3 years₹1,89,536₹1,82,505₹7,031
After 20 years₹71,00,212₹55,18,580₹15,81,632

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 23.76% Past 3 yr Data




Fund Objective:
To generate long term capital appreciation from a diversified portfolio of predominantly equity and equity-related instruments.
Fund Manager:
Mr. Amit Ganatra, Dhimant Kothari