Jama - Invesco India Tax Plan


Invesco India Tax Plan


NAV : 96.77
(-0.12000000000000455arrow_downward)
AUM : ₹1,094 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
3.9%11.01%29.96%58.64%29.8%24.77%18.3%



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
NAV96.77
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₹1,14,001₹1,13,673₹328
After 1 year₹1,58,639₹1,56,654₹1,985
After 3 years₹1,94,239₹1,87,060₹7,179
After 20 years₹83,60,780₹65,04,410₹18,56,370

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 : 24.77% 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