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: 0.55% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 18,426.83 Cr As on 30-05-2025(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. |
157.06
1.82 (1.1588%)
19.2%
Benchmark: 12.53%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 | 14.68 |
| Sharpe Ratio | 1.12 |
| Alpha | 4.33 |
| Beta | 0.98 |
| 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 | 9.34 | 27.43 | 27.73 | 25.97 | 17.46 |
| Invesco India Contra Fund - Growth | 11-04-2007 | 8.14 | 26.0 | 26.28 | 24.47 | 15.96 |
| Kotak India EQ Contra Fund - Growth | 27-07-2005 | 1.84 | 24.9 | 26.75 | 25.78 | 15.45 |
| SBI Contra Fund - Regular Plan -Growth | 14-07-1999 | 1.37 | 22.5 | 26.72 | 33.46 | 16.15 |
Scheme Characteristics
Scheme should follow a contrarian investment strategy. Minimum investment in equity & equity related instruments - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
15.12%
Others
2.7%
Large Cap
57.87%
Mid Cap
24.31%
