HOW HAS THE Invesco India Tax Plan PERFORMED?
With a 10-year return of 14.58%, the fund has massively outperformed the benchmark index (8.03%) and the category average (10.67%).
With a 10-year return of 14.58%, the fund has massively outperformed the benchmark index (8.03%) and the category average (10.67%).
Invesco India Tax Plan Annualised-performance
FUND MANAGER
Amit Ganatra
Tenure: 1 month
Education: B.COM(H), CA, CFA
Amit Ganatra
Tenure: 1 month
Education: B.COM(H), CA, CFA
Should You Invest in Invesco India Tax Plan?
This tax-saving fund has a healthy track record and has consistently ranked in the first or the second quartile in its category. It follows a multi-cap approach with an emphasis on growth businesses. While in the past it had a mid-cap tilt, the fund has maintained a heavy large-cap bias for the some years now. This has resulted in a slight dip in its return profile relative to peers.
This tax-saving fund has a healthy track record and has consistently ranked in the first or the second quartile in its category. It follows a multi-cap approach with an emphasis on growth businesses. While in the past it had a mid-cap tilt, the fund has maintained a heavy large-cap bias for the some years now. This has resulted in a slight dip in its return profile relative to peers.
The fund prefers to maintain a compact portfolio of around 40-45 stocks, allowing it to take large positions in its high conviction bets with the aim of delivering outperformance. Since the fund's stewardship has changed only recently, investors may wait for the fund to build a track record under the new fund manager.
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