About the fund
Past Performance
Current Value of ₹10,000 Invested once at launch would be
₹
₹
Note: The graph displays investment returns for individuals aged 30, with investment 10,000 and duration ranging from 11 to 15 years.
Tax Implication
Investment period ≤ 1 year
Gains/profits are treated as short-term capital gains & taxed at 20% (plus 4% cess and surcharge, if any).
Investment period > 1 year
Gains/profits are treated as long-term capital gains and are tax-free up to ₹1.25 lakhs in a financial year.
Gains above ₹1.25 lakhs are taxed at 12.5% (plus 4% cess and surcharge, if any).
About this Portfolio
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Fund Manager
Gopi Krishna Matcha
SEBI REGISTERED RESEARCH ANALYST
Hello! I'm Gopi Krishna, the founder of iNVESTT.in and a SEBI-registered research analyst with a mechanical engineering degree and an MBA. My professional journey includes working at ICICI Direct, NJ Wealth, and Dezerv in 2024.
"At iNVESTT, our mission is to generate higher returns than the index for our investors by making them invest in direct mutual funds. We are not just an advisory platform; our in-house research helps us understand how and why a mutual fund performs."
We focus on understanding the behaviour of mutual funds instead of blindly believing in star ratings. We have a proven approach that delivers returns without relying on hope.