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Invesco India Tax Plan (IDCW) Equity - Tax Planning
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Plan: OPEN | Option: Dividend | Amit Nigam

31 Mar 23 | 12:00 AM

20.21 0.37 (1.86%)

  • Underperforms

    -6.87%

    Return (1Y)

    underperformed S&P BSE 500 TRI by -5.95%

  • Less Volatile

    0.90%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.50%

  • Inconsistent

    3/11

    Months

    Has underperformed 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 underperformed by -5.95% (CAGR difference)

-6.87%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

02 Apr 2022

Risk

In last 1 year , the volatility of Invesco India Tax Plan (IDCW) is Lower than by -0.50%

0.90%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 3 out of Last 11 Months, i.e 27.27% 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