Invesco India Contra Fund - Growth
Fund House: Invesco Mutual Fund| Category: Equity: Contra |
| Launch Date: 11-04-2007 |
| Asset Class: Equity |
| Benchmark: S&P BSE 500 TRI |
| TER: 1.68% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 13,903.49 Cr As on (31-03-2024) |
| Turn over: 69% | Exit Load: For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. |
110.09
-0.63 (-0.5723%)
15.12%
Benchmark: 13.74%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 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
6 Years 11 Months
10 Years 2 Months
11 Years 4 Months
16 Years 8 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to generate capital appreciation through means of contrarian investing. It intends to identify potentially undervalued stocks across sectors utilising both top down and bottom up approach and then incubating such stocks for a while before they find favour with rest of the market.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.67 |
| Sharpe Ratio | 1.1 |
| Alpha | 2.88 |
| Beta | 0.92 |
| 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 - Growth | 11-04-2007 | 42.7 | 20.79 | 21.1 | 17.88 | 18.54 |
| SBI Contra Fund - Regular Plan -Growth | 14-07-1999 | 48.56 | 28.69 | 31.55 | 24.88 | 18.75 |
| Kotak India EQ Contra Fund - Growth | 27-07-2005 | 47.94 | 24.93 | 23.29 | 19.46 | 16.9 |
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
10.71%
Others
5.18%
Large Cap
65.35%
Mid Cap
18.76%
