Skip to main content
  • Home
  • Scheme Overview

Invesco India Contra Fund - Growth

Category: Equity: Contra
Launch Date: 11-04-2007
Asset Class: Equity
Benchmark: S&P BSE 500 TRI
Expense Ratio: 1.68% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 14,713.07 Cr As on (30-04-2024)
Turn over: 76
NAV (₹): 112.51
₹ 0.9 ( 0.7999%)
as on 10-05-2024
CAGR Since Inception - 15.21%
S&P BSE 500 TRI - 13.7%

Fund Managers

Taher Badshah, Amit Ganatra


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.

PERFORMANCE of Invesco India Contra Fund - Growth

Scheme Performance (%) Data as on - 10-05-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Invesco India Contra Fund - Growth 41.08 20.04 19.54 18.61 15.21
S&P BSE 500 TRI 33.21 18.56 18.59 15.74 13.7
Equity: Contra 43.73 24.12 22.26 17.96 15.74

RETURNS CALCULATOR for Invesco India Contra Fund - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

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.

Key Performance and Risk Statistics of Invesco India Contra Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Invesco India Contra Fund - Growth 12.67 1.1 2.88 0.92 - -
Equity: Contra - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Invesco India Contra Fund Gr 11-04-2007 41.08 26.6 20.04 19.54 18.61
Kotak India EQ Contra Fund Gr 27-07-2005 45.84 30.29 23.13 20.73 16.89
SBI Contra Fund Reg Gr 14-07-1999 44.27 32.83 29.18 26.51 18.39

Asset Allocation (%)

PORTFOLIO ANALYSIS of Invesco India Contra Fund - Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

AMC partners we work with