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Invesco India Tax Plan

4 Value Research
0.12%
Change from previous, NAV as on Mar 24, 2017
Category: Equity: Tax Planning
Assets: R 361 crore (As on Feb 28, 2017)
Expense: 2.52% (As on Feb 28, 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 21.64 15.67 1.08 1.54 1.03 8.84
S&P BSE 100 14.03 14.68 0.64 1.02 - -
Category 20.87 15.90 1.02 1.54 1.03 8.02
Rank within Category 31 36 28 33 40 27
Number of funds in category 73 73 73 73 73 73
As on Feb 28, 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 10.81 0.12 -0.54 1.56 13.13 2.66 21.41 21.76 18.78 14.61 15.99
S&P BSE 100 12.29 0.26 -0.50 1.93 14.94 3.74 20.62 12.81 12.18 8.38 9.27
Category 12.80 0.34 -0.07 2.31 15.22 4.26 24.88 20.73 17.11 12.45 11.92
Rank within Category 72 73 73 65 70 61 58 27 9 4 1
Number of funds in category 82 82 82 82 82 80 80 70 35 34 27
As on Mar 24, 2017
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