Religare Invesco Tax Plan

4 Value Research
0.61%
Change from previous, NAV as on Nov 21, 2014
Category: Equity: Tax Planning
Assets: R 202 crore (As on Oct 31, 2014)
Expense: 2.91% (As on Mar 31, 2014)
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 21.98 16.41 0.93 1.45 0.92 6.43
S&P BSE 100* - - - - - -
Category 20.24 17.15 0.79 1.40 0.98 4.17
Rank within Category 8 20 9 15 25 8
Number of funds in category 36 36 36 36 36 36
As on Oct 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 53.19 0.61 1.56 8.23 12.56 31.76 65.92 28.21 18.24 12.93 -
S&P BSE 100 35.06 0.83 0.91 6.90 7.04 16.11 42.40 21.27 10.46 5.83 16.49
Category 49.59 0.46 1.18 8.28 11.44 26.35 59.82 25.68 14.01 8.08 17.95
Rank within Category 18 18 20 38 18 14 12 7 3 4 -
Number of funds in category 73 73 73 73 73 73 73 36 35 28 -
As on Nov 21, 2014