Invesco India Tax Plan (IDCW) Equity - Tax Planning

Plan: OPEN | Option: Dividend | Amit Nigam

02 Aug 21 | 12:00 AM

23.21 0.18 (0.78%)

  • Underperforms

    50.75%

    Return (1Y)

    underperformed S&P BSE 200 TRI by -2.13%

  • Less Volatile

    1.32%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.12%

  • Not so consistent

    6/11

    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 (IDCW), has beaten by -2.13% (CAGR difference)

50.75%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Invesco India Tax Plan (IDCW) is Lower than by -0.12%

1.32%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 11 Months, i.e 54.55% 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