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. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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
Standard Deviation | 14.84 |
Sharpe Ratio | 0.98 |
Alpha | 5.25 |
Beta | 0.97 |
Yield to Maturity | - |
Average Maturity | - |
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 should follow a contrarian investment strategy. Minimum investment in equity & equity related instruments - 65% of total assets.
Small Cap
15.39%
Others
3.17%
Large Cap
58.08%
Mid Cap
23.36%