Religare Invesco Tax Plan

5 Value Research
-1.60%
Change from previous, NAV as on Apr 17, 2015
Category: Equity: Tax Planning
Assets: R 249 crore (As on Mar 31, 2015)
Expense: 2.83% (As on Sep 30, 2014)
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