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Invesco India Tax Plan

4 Value Research
-1.13%
Change from previous, NAV as on Jan 20, 2017
Category: Equity: Tax Planning
Assets: R 320 crore (As on Dec 31, 2016)
Expense: 2.53% (As on Dec 31, 2016)
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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 18.81 15.92 0.88 1.31 1.04 8.88
S&P BSE 100 10.47 14.69 0.39 0.64 - -
Category 17.58 16.01 0.80 1.25 1.04 7.67
Rank within Category 24 40 22 27 46 24
Number of funds in category 73 73 73 73 73 73
As on Dec 31, 2016. The Risk Measures have been calculated using calendar month returns for the last three years.
Trailing Returns (%) YTD 1-Day 1-W 1-M 3-M 6-M 1-Y 3-Y 5-Y 7-Y 10-Y
Fund 2.57 -1.13 -0.69 3.11 -5.07 -0.03 15.61 20.54 18.30 13.47 13.68
S&P BSE 100 2.70 -1.08 -0.43 3.76 -4.20 -1.47 16.31 11.01 11.28 6.87 7.51
Category 3.47 -1.05 -0.02 4.38 -4.98 1.43 19.24 19.29 16.61 10.93 9.78
Rank within Category 62 59 78 75 36 56 60 24 8 4 1
Number of funds in category 82 82 82 82 82 80 78 70 35 34 26
As on Jan 20, 2017
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