Plan: OPEN | Option: Growth | Amit Nigam

20 Dec 24 | 12:00 AM

127.73 -5.19 (-3.90%)

  • Underperforms

    29.11%

    Return (1Y)

    underperformed BSE 500 TRI by -5.59%

  • Less Volatile

    0.91%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.03%

  • Inconsistent

    2/5

    Months

    Has underperformed Equity - Tax Planning

  • Value research rating

Stock Composition

NAV

Scheme Trivia

  • Religare Invesco Tax Plan (G) fund has been the 8th best in 5Y performance in the Equity - Tax Planning category

  • Religare Invesco Tax Plan (G) fund has been given the 9th best Risk adjusted performance for the past 5Y in the Equity - Tax Planning category

  • Religare Invesco Tax Plan (G) fund has been the 5th best in the 5Y SIP performance in the Equity - Tax Planning category

Critical Parameters

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Returns

In last 1 year Invesco India ELSS Tax Saver Fund (G), has underperformed by -5.59% (CAGR difference)

29.11%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Invesco India ELSS Tax Saver Fund (G) is Lower than by -0.03%

0.91%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 2 out of Last 5 Months, i.e 40% of the times It underperformed its benchmark, Equity - Tax Planning

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

View Stock Composition