Religare Invesco Tax Plan

4 Value Research
0.49%
Change from previous, NAV as on Aug 28, 2015
Category: Equity: Tax Planning
Assets: R 260 crore (As on Jul 31, 2015)
Expense: 2.87% (As on Mar 31, 2015)
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 26.94 14.25 1.42 2.16 0.94 10.28
S&P BSE 100 17.85 14.07 0.79 1.46 - -
Category 23.66 14.53 1.18 2.20 0.97 6.63
Rank within Category 7 17 7 22 23 6
Number of funds in category 37 37 37 37 37 37
As on Jul 31, 2015
Trailing Returns (%) YTD 1-Day 1-W 1-M 3-M 6-M 1-Y 3-Y 5-Y 7-Y 10-Y
Fund 4.70 0.49 -3.88 -3.69 -0.40 -3.53 16.96 25.94 14.58 18.82 -
S&P BSE 100 -2.64 0.52 -3.65 -3.64 -3.50 -9.41 1.64 15.35 7.80 9.67 -
Category 2.63 0.45 -3.79 -2.96 -0.73 -3.48 14.41 22.35 11.69 13.35 -
Rank within Category 24 29 44 55 41 41 28 7 7 2 -
Number of funds in category 73 75 75 75 75 75 73 37 36 29 -
As on Aug 28, 2015
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