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Invesco India Tax Plan

4 Value Research
0.67%
Change from previous, NAV as on Feb 17, 2017
Category: Equity: Tax Planning
Assets: R 343 crore (As on Jan 31, 2017)
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 21.59 15.67 1.08 1.53 1.03 8.99
S&P BSE 100 13.58 14.61 0.61 0.97 - -
Category 20.76 15.89 1.01 1.53 1.03 8.12
Rank within Category 25 36 25 31 40 26
Number of funds in category 73 73 73 73 73 73
As on Jan 31, 2017. 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 7.66 0.67 0.15 4.27 8.67 2.39 26.66 23.68 17.39 14.85 14.76
S&P BSE 100 8.79 0.56 0.33 5.33 9.86 3.05 26.99 14.71 10.27 8.71 8.10
Category 9.35 0.49 -0.08 5.37 9.58 4.69 30.23 22.71 15.53 12.66 10.66
Rank within Category 67 19 27 70 52 65 53 27 8 5 1
Number of funds in category 82 82 82 82 82 80 78 70 35 34 27
As on Feb 17, 2017
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