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Invesco India Contra Fund(G)

As on Apr-23-2024 change fund
112.15  up0.71 (0.64%)

fund objective

To generate capital appreciation by investing predominantly in Equity and Equity Related Instruments through contrarian investing.

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2019-20202020-20212021-20222022-20232023-2024
NAV in Rs (as on 31-Mar-2024)36.4763.0375.4476.21108.67
Net Assets(Rs Crores) (as on 31-Mar-2024) 3658.36 6476.52 8725.80 9390.66 13903.49
Scheme Returns(%)(Absolute)-25.3379.0117.80-0.0342.42
B'mark Returns(%)(Absolute)NANANANANA
Category Rank1/33/32/33/33/3
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2023-202412.407.3212.035.52
2022-2023-8.4412.213.16-4.68
2021-202211.069.430.56-2.06
2020-202123.068.8221.726.02
2019-2020-1.07-3.114.94-25.66
Top 10 holdings
company (%)
ICICI Bank Ltd.6.28 
HDFC Bank Ltd.5.33 
NTPC Ltd.5.01 
Infosys Ltd.4.53 
Bharat Electronics Ltd.3.37 
State Bank Of India2.85 
Zomato Ltd.2.68 
Sun Pharmaceutical Industries...2.55 
Mahindra & Mahindra Ltd.2.51 
Axis Bank Ltd.2.36 

Category

Contra

Launch Date

11-Apr-07

Scheme Benchmark

S&P BSE 500 - TRI

AUM ( in Cr.)

13,903.49

portfolio price to book value

5.95

investing style?

Large Growth

fund manager?

Taher Badshah,Amit Ganatra

inception date (regular plan)

11-Apr-07

expense ratio (regular plan) %

1.68

Top 10 sectors
sectors (%)
Bank - Private16.12
IT - Software9.02
Pharmaceuticals & Drugs8.87
Power Generation/Distribution8.07
Bank - Public5.07
Automobiles - Passenger Cars4.15
Engineering - Industrial Equipments3.53
e-Commerce3.15
Electric Equipment2.41
Engineering - Construction2.35

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
  • 1M
  • 3M
  • 6M
  • 1Y
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  • 10Y
  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Invesco India Contra Fund(G)Large-Growth 11-Apr-200713,903.4946.1622.1918.7518.6815.23
SBI Contra Fund-Reg(G)Large-Growth 14-Jul-199926,776.8749.1132.0925.5318.5319.31
Kotak India EQ Contra Fund(G)Large-Growth 27-Jul-20052,672.1250.0124.3719.9516.8614.68
Attention InvestorsKYC
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