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Invesco India Tax Plan

3 Value Research
0.88%
Change from previous, NAV as on Dec 15, 2017
Category: Equity: Tax Saving
Assets: R 494 crore (As on Nov 30, 2017)
Expense: 2.47% (As on Oct 31, 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 13.07 13.87 0.62 0.86 0.96 6.44
S&P BSE 100 8.05 13.65 0.27 0.45 - -
Category 13.22 14.18 0.62 0.88 0.95 6.61
Rank within Category 38 28 33 42 36 36
Number of funds in category 73 73 73 73 73 73
As on Nov 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 31.91 0.88 -0.10 3.10 5.19 11.96 31.09 14.04 20.00 14.94 12.01
S&P BSE 100 28.75 0.82 0.48 2.26 2.68 8.92 28.72 9.27 12.73 8.84 5.43
Category 35.04 0.96 0.25 3.30 4.44 10.75 34.67 14.27 18.18 13.12 8.37
Rank within Category 61 55 68 47 28 24 62 35 9 8 2
Number of funds in category 81 82 82 82 82 82 81 69 34 33 26
As on Dec 15, 2017
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