Invesco India Tax Plan (D) Equity - Tax Planning

Plan: OPEN | Option: Dividend | Dhimant Kothari

18 Sep 19 | 12:00 AM

17.52 0.07 (0.40%)

  • Underperforms

    -7.98%

    Return (1Y)

    underperformed S&P BSE 200 TRI by -3.05%

  • Less Volatile

    0.87%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.37%

  • Not so consistent

    5/12

    Months

    Has beaten Equity - Tax Planning

  • Value research rating

Stock Composition

NAV

Critical Parameters

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Returns

In last 1 year Invesco India Tax Plan (D), has beaten by -3.05% (CAGR difference)

-7.98%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Invesco India Tax Plan (D) is Lower than by -0.37%

0.87%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 12 Months, i.e 41.67% of the times It beaten 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