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Invesco India Tax Plan

4 Value Research
-1.35%
Change from previous, NAV as on Dec 02, 2016
Category: Equity: Tax Planning
Assets: R 327 crore (As on Nov 30, 2016)
Expense: 2.51% (As on Oct 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 23.01 15.44 1.18 1.48 1.03 11.33
S&P BSE 100 11.64 14.67 0.47 0.75 - -
Category 19.54 15.94 0.93 1.39 1.04 8.77
Rank within Category 21 43 18 22 46 20
Number of funds in category 73 73 73 73 73 73
As on Nov 30, 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 3.14 -1.35 -0.25 -5.55 -7.21 1.31 3.79 20.80 17.46 13.96 -
S&P BSE 100 2.83 -1.29 -0.29 -5.35 -7.84 0.01 3.06 10.21 10.54 6.75 -
Category 4.94 -1.19 -0.15 -6.61 -6.74 3.36 5.30 18.88 15.67 10.84 -
Rank within Category 47 59 42 16 49 57 45 21 8 3 -
Number of funds in category 78 82 82 82 80 80 72 70 34 33 -
As on Dec 02, 2016
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