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. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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.
Standard Deviation | |
Sharpe Ratio | 1.01 |
Alpha | 3.62 |
Beta | 0.91 |
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 - IDCW (Payout / Reinvestment) | 11-04-2007 | 43.79 | 21.69 | 21.59 | 17.56 | 17.72 |
Kotak India EQ Contra Fund - Growth | 27-07-2005 | 48.75 | 25.55 | 24.09 | 19.51 | 16.92 |
SBI Contra Fund - Regular Plan -Growth | 14-07-1999 | 48.08 | 29.05 | 31.36 | 25.06 | 18.55 |
Invesco India Contra Fund - Growth | 11-04-2007 | 43.77 | 21.69 | 21.92 | 17.94 | 18.57 |
Scheme should follow a contrarian investment strategy. Minimum investment in equity & equity related instruments - 65% of total assets.
Small Cap
10.71%
Others
5.18%
Large Cap
65.35%
Mid Cap
18.76%