Invesco India Contra Fund - Growth

Equity: Contra Open Ended Scheme
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NAV
₹ 133.91 ₹ -2.47 (-1.84 %)
as on 20-12-2024
Asset Size (AUM)
18,007.43 Cr
Launch Date
Apr 11, 2007
Invest in this scheme
Investment Objective
The scheme seeks to generate capital appreciation through means of contrarian investing. It intends to identify potentially undervalued stocks across sectors utilising both top down and bottom up approach and then incubating such stocks for a while before they find favour with rest of the market.
Minimum Investment 1000.0
Minimum Top-up 1000.0
Investment Returns Since Launch in Apr 11, 2007
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15.78

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
1.04 %
Expense Ratio
1.64%
Volatility
12.32 %
Fund House
Invesco Mutual Fund
Fund Manager
Taher Badshah, Amit Ganatra
Key Features
Scheme description
This fund has higher ups and downs compared to other equity funds but can give good returns following a contrarian investment strategy. Investment in this fund can be made for a horizon of at least 5-7 years or more
Minimum Purchase Application Amount
Rs. 1000.0 (plus in multiples of Rs. 1000.0)
Entry Load
Not applicable
Exit Load
(a) If upto 10% of units allotted are redeemed (or) switched out within 1 year from the date of allotment - NIL. (b) Any redemption (or) switch-out of units in excess of 10% of units allotted - 1%. (c) If units are redeemed (or) switched out after 1 year from the date of allotment - NIL. The above exit load is not applicable for purchases made through IDCW Transfer Plan (DTP). No load after 1 year from the date of allotment. Please Note that prevailing exit load structure at the time of investment will be applicable for redemption/switch-out.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
Invesco India Contra Fund - Growth
Kotak India EQ Contra Fund - Growth
SBI Contra Fund - Regular Plan -Growth
Performance

Scheme Performance (%)

Data as on - 20-12-2024

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Invesco India Contra Fund - Growth 11-04-2007 34.38 28.43 22.15 22.22 16.48
Kotak India EQ Contra Fund - Growth 27-07-2005 27.37 27.68 22.99 21.51 15.57
SBI Contra Fund - Regular Plan -Growth 14-07-1999 23.45 26.96 24.59 29.44 16.08
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings