Invesco India Tax Plan (IDCW) Equity - Tax Planning

Plan: OPEN | Option: Dividend | Amit Nigam

02 Dec 22 | 12:00 AM

21.94 0.01 (0.05%)

  • Underperforms

    -2.57%

    Return (1Y)

    underperformed S&P BSE 500 TRI by -13.70%

  • Less Volatile

    1.11%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.46%

  • Inconsistent

    3/12

    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 -13.70% (CAGR difference)

-2.57%

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 -0.46%

1.11%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 3 out of Last 12 Months, i.e 25% 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