Fund Analysis

Keeping it simple

Religare Invesco Tax Plan fund is not overly diversified and has given consistent returns over the long term

Last updated: 14-Nov-2022•Research Desk

Strategy The scheme aims to have a concentrated, well-researched portfolio of around 20-50 stocks so that there is no over-diversification and reduction of investor's return. The fund's average equity allocation is 94 per cent and has 50 per cent of its portfolio invested in large cap stocks while the rest being spread among mid an

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