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Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – Religare Invesco Tax Plan

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Fund Name: Religare Invesco Tax Plan (G)

Ranked #2 by CRISIL

Category: ELSS

Expense Ratio: 2.88%

Risk Level: Average

Benchmark: S&P BSE 100

Objective:

To generate long term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

Returns (Annualized)

1-Year3-Year5-Year
6.13%9.3%21.03%

Our Review

Religare Invesco tax plan (G) fund has made its inception in the year 2006. Since inception, it has produced annualized returns of 10.85%. It has managed to beat the benchmark index as well as category average consistently in the 1, 3, 5 and 10 year returns.

Top 5 holdings of the fund include TCS, Britannia, HDFC Bank, Wipro and HDFC. The fund invests about 52% of assets into large caps, 33% in mid caps and the rest in small caps.

The fund has consistently delivered returns for the investors. It has also managed to weather the downturns in the past few years. Stock picking has been the key for success of this fund.

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