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Invesco India Tax Plan

4 Value Research
-0.28%
Change from previous, NAV as on May 22, 2017
Category: Equity: Tax Planning
Assets: R 407 crore (As on Apr 30, 2017)
Expense: 2.51% (As on Apr 30, 2017)
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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 21.26 15.42 1.08 1.48 1.03 9.08
S&P BSE 100 13.19 14.24 0.60 0.93 - -
Category 20.93 15.64 1.04 1.53 1.04 8.72
Rank within Category 34 38 28 36 39 34
Number of funds in category 73 73 73 73 73 73
As on Apr 30, 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 15.44 -0.28 -0.87 2.01 6.43 17.23 23.12 18.40 21.35 15.39 15.19
S&P BSE 100 16.38 0.01 -0.61 3.04 5.69 18.77 23.88 9.68 14.86 9.74 8.53
Category 18.45 -0.65 -2.05 1.56 7.54 20.12 27.62 17.25 19.83 13.60 11.27
Rank within Category 71 8 4 27 64 65 62 27 10 8 1
Number of funds in category 82 83 83 83 82 82 80 70 35 34 27
As on May 22, 2017
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