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Jama - Invesco India Tax Plan


Invesco India Tax Plan

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Equity-Equity Linked Savings Scheme
NAV : 104.78
(-1.0300000000000011
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)
AUM : ₹18 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
1.92%8.03%24.06%16.01%6.3%21.1%NA



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
NAV104.78
Launch Date01-01-2013
Min (1st time)₹500
Min (later on)₹500
Min SIP₹500
Expense Ratio79.0%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,11,382₹1,11,071₹311
After 1 year₹1,16,010₹1,14,675₹1,335
After 3 years₹1,77,593₹1,71,091₹6,502
After 20 years₹46,00,897₹35,87,954₹10,12,944

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 : 21.1% 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:
Amit Nigam