Search

Invesco India Tax Plan

3 Value Research
0.51%
Change from previous, NAV as on Jul 22, 2016
Category: Equity: Tax Planning
Assets: R 304 crore (As on Jun 30, 2016)
Expense: 2.46% (As on Jun 30, 2016)
GET FUND UPDATES FROM VALUE RESEARCH IN YOUR INBOX
Trailing Return


Please wait while we are fetching data...
Annual Return (%)
Annual Returns Quarterly Returns Monthly Returns Weekly Returns


Please wait while we are fetching data...
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 22.90 17.01 1.05 1.60 1.04 9.77
S&P BSE 100 13.66 15.49 0.56 0.97 - -
Category 21.27 16.45 0.99 1.62 1.00 8.41
Rank within Category 22 54 23 34 50 25
Number of funds in category 71 71 71 71 71 71
As on Jun 30, 2016
Trailing Returns (%) YTD 1-Day 1-W 1-M 3-M 6-M 1-Y 3-Y 5-Y 7-Y 10-Y
Fund 6.17 0.51 0.54 4.78 8.22 13.91 1.30 24.77 15.39 17.65 -
S&P BSE 100 7.87 0.55 0.26 4.96 8.89 16.23 -0.10 13.28 8.94 9.93 -
Category 7.35 0.58 0.80 5.19 9.13 15.86 2.47 22.30 13.56 14.35 -
Rank within Category 50 54 56 53 50 63 42 17 10 4 -
Number of funds in category 78 80 80 80 80 78 72 68 34 33 -
As on Jul 22, 2016
comments powered by Disqus