Invesco India ELSS Tax Saver Fund - Direct Plan - Growth

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NAV: ₹ 152.26 ↓ -0.2%
[as on 11 September, 2026]

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Returns

CAGR returns till date

CAGR returns of Invesco India ELSS Tax Saver Fund - Direct Plan - Growth and its peers as on 11 September, 2026
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Invesco India ELSS Tax Saver Fund - Direct Plan - Growth 2.39% -0.2% -0.65% -0.22% 11.26% 1.26% 12.49% 10.56% 16.19% 13.85%
ICICI Prudential ELSS - Tax Saver Fund - Direct Plan - Growth -4.5% -0.3% -1.82% -3.68% 4.25% -1.97% 10.32% 10.13% 15.17% 12.45%
HDFC ELSS - Tax Saver Fund - Growth Option - Direct Plan -7.59% -0.39% -2.02% -3.78% 2.89% -5.05% 12.22% 14.04% 16.44% 12.91%
Nippon India ELSS Tax Saver Fund - Direct Plan Growth Plan - Growth Option -1.41% -0.12% -1.19% -3.52% 2.41% 0.83% 11.37% 11.84% 15.58% 10.48%
Axis ELSS Tax Saver Fund - Direct Plan - Growth Option -0.26% -0.26% -1.21% -2.36% 7.17% 0.47% 10.71% 6.04% 12.7% 12.11%
Tata ELSS Fund-Growth-Direct Plan 1.83% -0.22% -1.24% -1.9% 7.08% 7.51% 12.31% 12.59% 16.54% 14.24%

Discrete returns (yearly)

Year2016201720182019202020212022202320242025
Returns 5.29% 36.48% 1.38% 10.53% 20.75% 35.66% -7.08% 31.75% 27.67% -2.09%

Discrete returns (monthly)

MonthNov 2025Dec 2025Jan 2026Feb 2026Mar 2026Apr 2026May 2026Jun 2026Jul 2026Aug 2026
Returns -0.51% -1.82% -5.92% -2.11% -11.47% 9.01% -0.33% 5.64% 2.17% 3.15%

Returns from spefic dates

DescriptionCAGR returns from 18 Oct 2021 (Nifty 50 2021 high)CAGR returns from 26 Sep 2024 (Nifty 50 2024 high)
Returns 9.13% -1.19%

Portfolio

Asset allocation

EquityDebtRealestateCommoditiesCash & Equivalents
99.07% 0.00% (Arbitrage: 0.00%) 0.00% 0.00% 0.93%

Equity

NameSymbol / ISINSectorWeight %Other links
HDFC Bank LimitedHDFCBANK (INE040A01034)Banks4.66%DCF
ICICI Bank LimitedICICIBANK (INE090A01021)Banks3.91%DCF
Bajaj Finance LtdBAJFINANCE (INE296A01032)Finance2.41%
Bharti Airtel LimitedBHARTIARTL (INE397D01024)Telecom - Services2.33%DCF
Jyoti CNC Automation LtdJYOTICNC (INE980O01024)Industrial Manufacturing2.27%
Axis Bank LimitedAXISBANK (INE238A01034)Banks2.23%DCF
Eternal LimitedETERNAL (INE758T01015)Retailing2.07%
Coforge LimitedCOFORGE (INE591G01025)IT - Software2.04%
InterGlobe Aviation LimitedINDIGO (INE646L01027)Transport Services2.02%
Metro Brands LimitedMETROBRAND (INE317I01021)Consumer Durables1.95%
Mrs. Bectors Food Specialities LtdBECTORFOOD (INE495P01020)Food Products1.90%
Kotak Mahindra Bank LtdKOTAKBANK (INE237A01036)Banks1.89%DCF
The Federal Bank LimitedFEDERALBNK (INE171A01029)Banks1.74%
Divi's Laboratories LimitedDIVISLAB (INE361B01024)Pharmaceuticals & Biotechnology1.68%
Mahindra & Mahindra LimitedM&M (INE101A01026)Automobiles1.58%DCF
FSN E-Commerce Ventures LimitedNYKAA (INE388Y01029)Retailing1.54%
Eicher Motors LimitedEICHERMOT (INE066A01021)Automobiles1.53%
Apollo Hospitals Enterprise LimitedAPOLLOHOSP (INE437A01024)Healthcare Services1.52%
Multi Commodity Exchange of India LimitedMCX (INE745G01043)Capital Markets1.51%
Nuvama Wealth Management LtdNUVAMA (INE531F01023)Capital Markets1.49%
Hindalco Industries LimitedHINDALCO (INE038A01020)Non - Ferrous Metals1.49%
Shaily Engineering Plastics LimitedSHAILY (INE151G01028)Consumer Durables1.49%
Cipla LimitedCIPLA (INE059A01026)Pharmaceuticals & Biotechnology1.46%
Prestige Estates Projects LimitedPRESTIGE (INE811K01011)Realty1.46%
ZF Commercial Vehicle Control Systems India LimitedZFCVINDIA (INE342J01019)Auto Components1.43%
Honeywell Automation India LimitedHONAUT (INE671A01010)Industrial Manufacturing1.43%
Polycab India LimitedPOLYCAB (INE455K01017)Industrial Products1.42%
Indiqube Spaces LimitedINDIQUBE (INE06ST01018)Commercial Services & Supplies1.41%
The Phoenix Mills LimitedPHOENIXLTD (INE211B01039)Realty1.41%
PI Industries LimitedPIIND (INE603J01030)Fertilizers & Agrochemicals1.41%
Torrent Pharmaceuticals LimitedTORNTPHARM (INE685A01028)Pharmaceuticals & Biotechnology1.39%
Sona BLW Precision Forgings LimitedSONACOMS (INE073K01018)Auto Components1.36%
CG Power and Industrial Solutions LimitedCGPOWER (INE067A01029)Electrical Equipment1.31%
Persistent Systems LtdPERSISTENT (INE262H01021)IT - Software1.31%
Cholamandalam Investment and Finance Company LimitedCHOLAFIN (INE121A01024)Finance1.30%
Shriram Finance LimitedSHRIRAMFIN (INE721A01047)Finance1.29%
Tube Investments Of India LimitedTIINDIA (INE974X01010)Auto Components1.27%
L&T Finance LimitedLTF (INE498L01015)Finance1.27%
Infosys LimitedINFY (INE009A01021)IT - Software1.27%DCF
State Bank of IndiaSBIN (INE062A01020)Banks1.26%DCF
Blue Star LimitedBLUESTARCO (INE472A01039)Consumer Durables1.23%
Global Health LimitedMEDANTA (INE474Q01031)Healthcare Services1.23%
Jubilant Foodworks LimitedJUBLFOOD (INE797F01020)Leisure Services1.23%
Vishal Mega Mart LimitedVMM (INE01EA01019)Retailing1.20%
Chalet Hotels LimitedCHALET (INE427F01016)Leisure Services1.19%
Bansal Wire Industries LimitedBANSALWIRE (INE0B9K01025)Industrial Products1.16%
Tech Mahindra LimitedTECHM (INE669C01036)IT - Software1.14%
RBL Bank LimitedRBLBANK (INE976G01028)Banks1.13%
Nippon Life India Asset Management LimitedNAM-INDIA (INE298J01013)Capital Markets1.13%
Tata Motors LtdTMCV (INE1TAE01010)Agricultural, Commercial & Construction Vehicles1.09%
Swiggy LimitedSWIGGY (INE00H001014)Retailing1.08%
PhysicsWallah LimitedPWL (INE0LP301011)Other Consumer Services1.05%
Bharat Dynamics Limited ‡BDL (INE171Z01026)Aerospace & Defense1.04%
Max Healthcare Institute LimitedMAXHEALTH (INE027H01010)Healthcare Services1.03%
Larsen & Toubro LimitedLT (INE018A01030)Construction1.02%DCF
Entero Healthcare Solutions LtdENTERO (INE010601016)Retailing1.01%
Belrise Industries Ltd.BELRISE (INE894V01022)Auto Components1.00%
Delhivery LimitedDELHIVERY (INE148O01028)Transport Services0.98%
PTC Industries LtdPTCIL (INE596F01018)Industrial Products0.98%
Ather Energy LimitedATHERENERG (INE0LEZ01016)Automobiles0.95%
PB Fintech LimitedPOLICYBZR (INE417T01026)Financial Technology (Fintech)0.88%
Grasim Industries LimitedGRASIM (INE047A01021)Cement & Cement Products0.88%
Transformers And Rectifiers (India) LimitedTARIL (INE763I01026)Electrical Equipment0.81%
Corona Remedies LimitedCORONA (INE02ZQ01018)Pharmaceuticals & Biotechnology0.75%
Adani Enterprises LimitedADANIENT (INE423A01024)Metals & Minerals Trading0.67%
Billionbrains Garage Ventures LtdGROWW (INE0HOQ01053)Capital Markets0.64%
Craftsman Automation LimitedCRAFTSMAN (INE00LO01017)Auto Components0.60%
Bajaj Auto LimitedBAJAJ-AUTO (INE917I01010)Automobiles0.54%
Biocon LimitedBIOCON (INE376G01013)Pharmaceuticals & Biotechnology0.50%
Onemi Technology Solutions LimitedKISSHT (INE12F801023)Finance0.49%
Oberoi Realty LimitedOBEROIRLTY (INE093I01010)Realty0.49%
Cyient Dlm LtdCYIENTDLM (INE055S01018)Aerospace & Defense0.23%
Grindwell Norton LimitedGRINDWELL (INE536A01023)Industrial Products0.01%
Portfolio data is as on date 31 July, 2026

NAV history

Invesco India ELSS Tax Saver Fund - Direct Plan - Growth - 30 days NAV (Net asset value) history

DateNAV% change
11 September, 2026152.26 -0.2%
10 September, 2026152.57 0.01%
9 September, 2026152.55 -0.56%
8 September, 2026153.41 0.05%
7 September, 2026153.33 0.05%
4 September, 2026153.26 -0.04%
3 September, 2026153.32 0.47%
2 September, 2026152.61 -0.51%
1 September, 2026153.4 -0.72%
31 August, 2026154.51 -0.15%
28 August, 2026154.74 0.24%
27 August, 2026154.37 -0.03%
26 August, 2026154.42 0.03%
25 August, 2026154.38 0.42%
24 August, 2026153.74 0.03%
21 August, 2026153.7 0.29%
20 August, 2026153.26 0.64%
19 August, 2026152.29 -0.2%
18 August, 2026152.59 0.11%
17 August, 2026152.42 0.26%
14 August, 2026152.03 -0.27%
13 August, 2026152.44 -0.06%
12 August, 2026152.53 -0.05%
11 August, 2026152.6 0.12%
10 August, 2026152.41 0.45%
7 August, 2026151.72 -0.34%
6 August, 2026152.23 -0.03%
5 August, 2026152.27 0.3%
4 August, 2026151.81 -0.27%
3 August, 2026152.22

FAQ (Frequently asked questions)

  • What is latest/current NAV/price of Invesco India ELSS Tax Saver Fund - Direct Plan - Growth?
    The latest NAV of Invesco India ELSS Tax Saver Fund - Direct Plan - Growth is 152.26 as on 11 September, 2026.
  • What are YTD (year to date) returns of Invesco India ELSS Tax Saver Fund - Direct Plan - Growth?
    The YTD (year to date) returns of Invesco India ELSS Tax Saver Fund - Direct Plan - Growth are 2.39% as on 11 September, 2026.
  • What are 1 year returns of Invesco India ELSS Tax Saver Fund - Direct Plan - Growth?
    The 1 year returns of Invesco India ELSS Tax Saver Fund - Direct Plan - Growth are 1.26% as on 11 September, 2026.
  • What are 3 year CAGR returns of Invesco India ELSS Tax Saver Fund - Direct Plan - Growth?
    The 3 year annualized returns (CAGR) of Invesco India ELSS Tax Saver Fund - Direct Plan - Growth are 12.49% as on 11 September, 2026.
  • What are 5 year CAGR returns of Invesco India ELSS Tax Saver Fund - Direct Plan - Growth?
    The 5 year annualized returns (CAGR) of Invesco India ELSS Tax Saver Fund - Direct Plan - Growth are 10.56% as on 11 September, 2026.
  • What are 10 year CAGR returns of Invesco India ELSS Tax Saver Fund - Direct Plan - Growth?
    The 10 year annualized returns (CAGR) of Invesco India ELSS Tax Saver Fund - Direct Plan - Growth are 10.56% as on 11 September, 2026.
  • What is LTCG (Long term capital gain) and STCG (Short term capital gain) tax for Invesco India ELSS Tax Saver Fund - Direct Plan - Growth?
    Invesco India ELSS Tax Saver Fund - Direct Plan - Growth is equity oriented mutual fund. Various capital gain taxes are applicable as below (Effective for redemption after July 23, 2024 and from FY 2024-25)
    Holding periodTax rate
    Less than 1 year (STCG)20%
    More than 1 year (LTCG)Tax free upto Rs. 1.25 lakhs. 12.5% on rest amount.