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Invesco India Tax Plan

3 Value Research
0.00%
Change from previous, NAV as on Oct 18, 2017
Category: Equity: Tax Planning
Assets: R 452 crore (As on Sep 30, 2017)
Expense: 2.47% (As on Sep 30, 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 12.96 13.82 0.62 0.84 0.96 5.32
S&P BSE 100 8.86 13.55 0.33 0.53 - -
Category 13.77 14.18 0.66 0.94 0.96 6.15
Rank within Category 44 30 40 45 38 43
Number of funds in category 73 73 73 73 73 73
As on Sep 30, 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 26.11 0.00 1.81 -0.45 4.32 12.17 17.04 15.21 19.70 13.51 13.79
S&P BSE 100 26.54 -0.22 2.15 0.33 4.27 12.44 18.47 10.61 13.11 7.90 6.97
Category 29.96 -0.20 1.58 -0.13 4.32 12.19 19.54 15.93 18.13 11.85 10.05
Rank within Category 61 15 24 50 39 44 58 39 9 10 1
Number of funds in category 81 82 82 82 82 82 79 69 34 33 26
As on Oct 18, 2017
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