Jama - Invesco India Tax Plan


Invesco India Tax Plan


NAV : 85.99
(-1.4200000000000017
arrow_downward
)
AUM : ₹1,094 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-0.42%-2.08%3.19%-6.78%9.38%12.81%9.75%



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
NAV85.99
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₹1,01,581₹1,01,280₹301
After 3 years₹1,43,577₹1,38,335₹5,242
After 20 years₹11,14,902₹8,70,049₹2,44,853

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 : 12.81% 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