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Invesco India Tax Plan

4 Value Research
1.30%
Change from previous, NAV as on May 26, 2016
Category: Equity: Tax Planning
Assets: R 282 crore (As on Apr 30, 2016)
Expense: 2.41% (As on Apr 30, 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 20.82 17.16 0.92 1.51 1.05 10.06
S&P BSE 100 11.01 15.59 0.38 0.69 - -
Category 18.60 16.62 0.82 1.41 1.02 8.01
Rank within Category 17 18 20 22 22 22
Number of funds in category 71 71 71 71 71 71
As on Apr 30, 2016
Trailing Returns (%) YTD 1-Day 1-W 1-M 3-M 6-M 1-Y 3-Y 5-Y 7-Y 10-Y
Fund -0.65 1.30 1.98 0.52 15.80 0.72 -0.17 21.75 15.57 18.43 -
S&P BSE 100 0.90 1.63 3.41 1.09 14.97 1.76 -3.57 10.79 8.34 10.29 -
Category -1.19 0.27 0.75 -0.17 14.27 -0.07 -1.67 18.47 12.23 13.97 -
Rank within Category 41 30 34 39 34 37 32 17 6 2 -
Number of funds in category 78 80 80 80 80 72 72 68 34 33 -
As on May 26, 2016
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