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Invesco India Contra Fund(G)

As on Sep-16-2024 change fund
139.46  up0.18 (0.13%)

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
2024-202515.44NANANA
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
Top 10 holdings
company (%)
ICICI Bank Ltd.6.45 
Infosys Ltd.5.97 
HDFC Bank Ltd.5.39 
NTPC Ltd.3.63 
Axis Bank Ltd.3.40 
Bharat Electronics Ltd.2.58 
REC Ltd.2.50 
Mahindra & Mahindra Ltd.2.48 
Larsen & Toubro Ltd.2.45 
Kalyan Jewellers India Ltd.2.36 

Category

Contra

Launch Date

11-Apr-07

Scheme Benchmark

BSE 500 - TRI

AUM ( in Cr.)

17,817.05

portfolio price to book value

8.52

investing style?

Large Growth

fund manager?

Taher Badshah,Amit Ganatra

inception date (regular plan)

11-Apr-07

expense ratio (regular plan) %

1.64

Top 10 sectors
sectors (%)
Bank - Private18.56
IT - Software9.84
Pharmaceuticals & Drugs9.54
Power Generation/Distribution5.03
Engineering - Industrial Equipments3.67
e-Commerce3.64
Consumer Food2.81
Finance Term Lending2.50
Automobiles - Passenger Cars2.48
Engineering - Construction2.45

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

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 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-200717,817.0548.9221.9925.2817.8716.30
SBI Contra Fund-Reg(G)Large-Growth 14-Jul-199939,432.5041.0727.1132.0617.7719.66
Kotak India EQ Contra Fund(G)Large-Growth 27-Jul-20053,928.9450.1323.3525.8117.0315.43
Attention InvestorsKYC
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ARN Initial Registration Date: 05-Mar-2013

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