Invesco India Tax Plan is a predominantly large cap mutual fund which provides Tax Saving benefits under section 80C. This fund has outperformed the benchmark index 7 times since its existence and focusses on primarily the value style of investing.

Quick facts about the Invesco India Tax Plan

  • Launch Year: 2006
  • Size of Fund: ~ 518 crores
  • Expense Ratio: 2.45 %
  • Minimum Investment: Rs 500
  • Minimum SIP Investment: Rs 500
  • Exit Load: Nil

Performance of Invesco India Tax Plan

  • Return Since Launch: ~ 15%
  • Return since last 10 years: ~ 13 %
  • Return since last 5 years: ~ 20%
  • Return since last 3 years: ~ 11%
  • Return since last 1 years: ~ 23%

What this essentially means is that this fund has given an average annual return of 13% every year over the last 10 years. If you had invested Rs 10,000 per month, your total savings of Rs 12 lakhs would have grown to Rs 31 lakhs. See chart data below from

Invesco India Tax Plan

SIP Returns in Invesco India Tax Plan

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