Jama - Invesco India Tax Plan


Invesco India Tax Plan


NAV : 93.52
(+0.6400000000000006
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)
AUM : ₹1,094 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
2.42%4.22%10.85%-0.51%17.98%16.71%12.84%



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
NAV93.52
Launch Date-
Min (1st time)₹500
Min (later on)₹500
Min SIP₹1,500
Expense Ratio92.0%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,05,283₹1,04,958₹325
After 3 years₹1,58,954₹1,53,227₹5,727
After 20 years₹21,96,907₹17,20,161₹4,76,746

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 : 16.71% 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