Religare Invesco Tax Plan
4 Value Research
1.26%
Change from previous, NAV as on Apr 17, 2014
Category: Equity: Tax Planning
Assets: R 142 crore (As on Mar 31, 2014)
Expense: 2.88% (As on Sep 30, 2013)
Trailing Return


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Annual Return (%)
Annual Returns Quarterly Returns Monthly Returns Weekly Returns


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Best & Worst Performance Best (Period) Worst (Period)
Month 29.86   (May 11, 2009 - Jun 10, 2009) -30.72   (Sep 26, 2008 - Oct 27, 2008)
Quarter 66.19   (Mar 09, 2009 - Jun 10, 2009) -34.22   (Jul 28, 2008 - Oct 27, 2008)
Year 119.32   (Mar 09, 2009 - Mar 11, 2010) -52.02   (Jan 14, 2008 - Jan 13, 2009)
Risk Measures (%) Mean Std Dev Sharpe Sortino Beta Alpha
Fund 10.62 15.55 0.26 0.42 0.83 4.41
S&P BSE 100 6.05 17.79 -0.03 -0.06 - -
Category 8.02 16.60 0.09 0.16 0.90 1.85
Rank within Category 7 27 4 6 28 7
Number of funds in category 36 36 36 36 36 36
As on Mar 31, 2014
Trailing Returns (%) YTD 1-Day 1-W 1-M 3-M 6-M 1-Y 3-Y 5-Y 7-Y 10-Y
Fund 7.49 1.26 -0.26 5.78 9.67 19.10 24.79 9.44 21.50 13.72 -
S&P BSE 100 7.48 1.55 -0.45 5.14 8.83 12.92 19.23 4.99 15.77 7.93 14.07
Category 8.22 1.38 -0.17 5.56 9.92 17.27 23.61 6.89 17.84 8.65 15.56
Rank within Category 45 52 48 20 32 20 28 8 6 2 -
Number of funds in category 73 73 73 73 73 73 71 36 35 28 -
As on Apr 17, 2014