Religare Invesco Tax Plan

4 Value Research
Change from previous, NAV as on Jul 31, 2015
Category: Equity: Tax Planning
Assets: R 248 crore (As on Jun 30, 2015)
Expense: 2.87% (As on Mar 31, 2015)
Investment Objective

The scheme aims to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. It intends to invest across market capand sectors utilizing bottom up approach. It will aim to have concentrated well researched portfolio, which would be around 20 - 50 stocks.

Fund Managers
+ Vetri Subramaniam since Dec 2008
+ Vinay Paharia since Jun 2010
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