Invesco India Tax Plan (G) Equity - Tax Planning

Plan: OPEN | Option: Growth | Amit Nigam

25 Jan 21 | 12:00 AM

65.19 -0.33 (-0.50%)

  • Outperforms

    18.64%

    Return (1Y)

    beaten S&P BSE 200 TRI by 1.31%

  • Less Volatile

    1.83%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.53%

  • Inconsistent

    3/12

    Months

    Has underperformed Equity - Tax Planning

  • Value research rating

Stock Composition

NAV

Scheme Trivia

  • Religare Invesco Tax Plan (G) fund has been the 10th best in 5Y performance in the Equity - Tax Planning category

  • Religare Invesco Tax Plan (G) fund has been the 10th best in 3Y performance in the Equity - Tax Planning category

  • Religare Invesco Tax Plan (G) fund has been the 10th best in 1Y performance in the Equity - Tax Planning category

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year Invesco India Tax Plan (G), has underperformed by 1.31% (CAGR difference)

18.64%

Outperforms

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 -0.53%

1.83%

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