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Invesco India Tax Plan

4 Value Research
-0.08%
Change from previous, NAV as on Aug 26, 2016
Category: Equity: Tax Planning
Assets: R 321 crore (As on Jul 31, 2016)
Expense: 2.47% (As on Jul 31, 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 26.09 16.65 1.27 1.84 1.02 11.07
S&P BSE 100 15.90 15.56 0.70 1.20 - -
Category 23.73 16.37 1.15 1.80 1.00 8.93
Rank within Category 16 48 18 27 48 17
Number of funds in category 71 71 71 71 71 71
As on Jul 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 9.09 -0.08 -0.57 2.09 9.80 27.15 12.89 29.31 18.61 16.76 -
S&P BSE 100 8.97 -0.18 -0.92 0.32 8.00 24.16 11.21 17.31 12.84 9.16 -
Category 10.17 -0.05 -0.51 2.05 10.51 27.43 13.69 26.69 17.32 13.52 -
Rank within Category 45 45 49 37 51 40 34 16 12 4 -
Number of funds in category 78 80 80 80 80 80 72 68 34 33 -
As on Aug 26, 2016
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