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Invesco India Tax Plan

3 Value Research
-0.11%
Change from previous, NAV as on Aug 17, 2017
Category: Equity: Tax Planning
Assets: R 448 crore (As on Jul 31, 2017)
Expense: 2.49% (As on Jul 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 16.31 14.02 0.84 1.10 0.97 6.71
S&P BSE 100 10.62 13.50 0.45 0.70 - -
Category 16.51 14.25 0.84 1.15 0.96 6.93
Rank within Category 39 32 34 41 43 38
Number of funds in category 73 73 73 73 73 73
As on Jul 31, 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 21.65 -0.11 1.58 0.50 3.59 12.99 15.69 15.69 20.45 14.20 15.31
S&P BSE 100 22.53 0.03 1.21 0.08 3.91 12.63 16.07 9.35 13.93 9.05 9.32
Category 25.09 0.02 2.05 -0.09 2.96 14.37 19.85 15.77 18.83 12.59 11.67
Rank within Category 65 66 66 22 30 58 62 38 9 9 1
Number of funds in category 81 82 82 82 82 81 79 69 34 33 26
As on Aug 17, 2017
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