Search

Invesco India Tax Plan

4 Value Research
-0.33%
Change from previous, NAV as on Sep 23, 2016
Category: Equity: Tax Planning
Assets: R 332 crore (As on Aug 31, 2016)
Expense: 2.49% (As on Aug 31, 2016)
SUBSCRIBE TO THE FREE VALUE RESEARCH FUNDLINE NEWSLETTER
Trailing Return


Please wait while we are fetching data...
Annual Return (%)
Annual Returns Quarterly Returns Monthly Returns Weekly Returns


Please wait while we are fetching data...
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 28.38 16.19 1.45 2.04 1.02 11.24
S&P BSE 100 18.04 15.16 0.86 1.39 - -
Category 25.95 15.97 1.32 2.00 1.00 9.01
Rank within Category 14 50 15 29 47 17
Number of funds in category 71 71 71 71 71 71
As on Aug 31, 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 11.63 -0.33 0.38 2.12 9.46 18.26 13.17 28.51 18.86 16.41 -
S&P BSE 100 12.11 -0.29 0.67 2.40 8.28 16.27 13.76 15.67 12.89 8.68 -
Category 13.67 -0.17 1.07 3.23 10.72 19.73 16.11 25.68 17.52 13.17 -
Rank within Category 53 60 79 71 62 52 51 16 11 4 -
Number of funds in category 78 80 80 80 80 80 72 70 34 33 -
As on Sep 23, 2016
comments powered by Disqus