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Invesco India Tax Plan

3 Value Research
0.64%
Change from previous, NAV as on May 24, 2018
Category: Equity: Tax Saving
Assets: R 550 crore (As on Apr 30, 2018)
Expense: 2.23% (As on Apr 30, 2018)
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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 13.97 14.19 0.52 0.73 0.99 0.46
Category 13.87 14.40 0.51 0.72 0.98 0.43
Rank within Category 39 32 36 40 44 38
Number of funds in category 75 75 75 75 75 75
As on Apr 30, 2018. 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 -1.21 0.64 -1.86 -1.92 1.45 1.47 17.31 11.73 20.32 16.29 14.73
Category -5.21 0.24 -2.24 -3.49 -1.44 -2.11 12.77 10.85 18.39 14.16 10.77
Rank within Category 8 6 27 6 8 15 15 31 16 6 1
Number of funds in category 82 82 82 82 82 80 80 69 65 32 26
As on May 24, 2018
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