Invesco India Tax Plan (G) Equity - Tax Planning

Plan: OPEN | Option: Growth | Dhimant Kothari

16 Jan 19 | 12:00 AM

48.83 0.06 (0.12%)

  • Underperforms

    -2.50%

    Return (1Y)

    underperformed S&P BSE 200 TRI by -1.91%

  • Less Volatile

    0.83%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.19%

  • Not so consistent

    5/12

    Months

    Has beaten 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 6th best Risk adjusted performance for the past 5Y in the Equity - Tax Planning category

  • Religare Invesco Tax Plan (G) fund has been the 8th best in 3Y performance in the Equity - Tax Planning category

Critical Parameters

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Returns

In last 1 year Invesco India Tax Plan (G), has beaten by -1.91% (CAGR difference)

-2.50%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Invesco India Tax Plan (G) is Lower than by -0.19%

0.83%

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