Jama - Invesco India Tax Plan


Invesco India Tax Plan


NAV : 86.13
(-0.060000000000002274
arrow_downward
)
AUM : ₹1,094 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-3.71%7.51%-4.27%-8.35%20.73%15.2%12.67%



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
NAV86.13
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 3 years₹1,52,863₹1,47,378₹5,485
After 20 years₹16,93,120₹13,27,061₹3,66,058

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 : 15.2% 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