Invesco India Contra Fund - Direct Plan - Growth

Fund House: Invesco Mutual Fund
Category: Equity: Contra
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: BSE 500 TRI
TER: 0.59% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 18,046.02 Cr As on 30-04-2025(Source:AMFI)
Turn over: 75% | Exit Load: If upto 10% of Units allotted are redeemed / switched-out within 1 year from the date of allotment - Nil. For any redemption / switchout in excess of 10% of units allotted within one year from the date of allotment - 1%. If units are redeemed or switched-out after 1 year from the date of allotment -Nil.

154.5

19.14%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 2 Months
4 Years 3 Months
4 Years 11 Months
10 Years 6 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

To generate capital appreciation by investing predominantly in Equity and Equity Related Instruments through contrarian investing. There is no assurance that the investment objective of the Scheme will be achieved

Current Asset Allocation (%)

Indicators

Standard Deviation 14.84
Sharpe Ratio 0.98
Alpha 5.25
Beta 0.97
Yield to Maturity -
Average Maturity -

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 - Direct Plan - Growth 01-01-2013 14.1 28.16 23.52 27.42 17.11
Invesco India Contra Fund - Growth 11-04-2007 12.85 26.72 22.11 25.9 15.61
SBI Contra Fund - Regular Plan -Growth 14-07-1999 7.09 24.56 23.86 35.41 15.77
Kotak India EQ Contra Fund - Growth 27-07-2005 7.07 25.81 22.79 27.19 15.05

Scheme Characteristics

Scheme should follow a contrarian investment strategy. Minimum investment in equity & equity related instruments - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

15.39%

Others

3.17%

Large Cap

58.08%

Mid Cap

23.36%

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