Fund Analysis

Always a Safe Bet

Religare Invesco Tax Plan has outperformed the category's average every year since its launch, through bull and bear phases

Last updated: 14-Nov-2022•Research Desk

Strategy Even though the fund currently has a large cap bias with 52 per cent allocation, it hasn't been hesitant about being heavily invested in smaller companies. In the past too, the mid-cap and small-cap allocation have been high. Its relatively small size makes an effective mid-cap strategy viable. Sectors that have dominated the portfolio

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