Invesco India ELSS Tax Saver Fund - Regular Plan - IDCW Payout

Invesco · ELSS

High

₹23.87

Current NAV

25 Jun 2026

21.0%

1Y Return

16.0%

3Y CAGR

11.0%

5Y CAGR

Watchlist

Strong historical returns, outperforming category average in 3-year CAGR.
Highly cost-efficient with a low expense ratio of 0.9%.
Generates significant excess returns relative to benchmark index (Alpha: 2.70).
Very large asset base (AUM: ₹20,250 Cr) indicating high investor trust and liquidity.

Long-term wealth creation (5+ years horizon) like retirement or child education.
Systematic investments (SIP) for long-term target goal-based planning.

Short-term goals (under 3 years) where preserving the capital is the main priority.
Short-term trading or speculative investment horizons.

Risk Profile: High Risk

Low Moderate High Very High

1.20

Sharpe Ratio

0.50

Beta

2.70

Alpha

1.44

Sortino

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