Home>Mutual Funds>Invesco Mutual Fund>Invesco India Contra Fund Direct Dividend
shareSHARE

Invesco India Contra Fund Direct Dividend-1.45%

23.27%
1 Year Return
Equity
Contra
5.0star
6M
1Y
3Y
5Y
All

Fund Details

Invesco India Contra Fund Direct Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.56%
NAV₹36.82 (22 Jan 2021)
Fund Started01 Jan 2013
Fund Size6,010 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
23.3%
9.0%
17.8%
18.6%
Category Average
18.4%
3.1%
12.3%
-
Rank Within Category
3
3
1
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 23.3% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
Cons
1. Risk-adjusted returns are lower compared to the category

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity9.3%
ICICI Bank Ltd.FinancialEquity7.7%
Infosys Ltd.TechnologyEquity7.7%
Reliance Industries Ltd.EnergyEquity5.6%
Bharti Airtel Ltd.CommunicationEquity3.9%
Axis Bank Ltd.FinancialEquity3.5%
Larsen & Toubro Ltd.ConstructionEquity3.1%
Sun Pharmaceutical Inds. Ltd.HealthcareEquity2.9%
HCL Technologies Ltd.TechnologyEquity2.9%
Ultratech Cement Ltd.ConstructionEquity2.8%
See All

Fund Managers

Amit Ganatra
keyboard_arrow_down

Invesco India Contra Fund Direct Dividend Details

Invesco India Contra Fund Direct Dividend is a Equity Mutual Fund Scheme launched by Invesco Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Amit Ganatra, Taher Badshah is the Current Fund Manager of Invesco India Contra Fund Direct Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹6,010 Cr and the Latest NAV as of 22 Jan 2021 is ₹36.82.

The Invesco India Contra Fund Direct Dividend is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 1000. For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.

Investment Objective

The scheme seeks to generate capital appreciation by investing predominantly in Equity and Equity Related Instruments through contrarian investing.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Scheme Information Document(SID)

₹1000
Min for First Investment
₹1000
Min for Second Investment
For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Exit Load

Compare Funds

Invesco India Contra Fund Direct Dividend
VS
search

About Invesco Mutual Fund

Address
3rd Floor, GYS Infinity, Paranjpe 'B' Scheme, Subhash Road, Vile Parle (East), Mumbai 400 057
Phone
022 - 67310000
Launch Date
24 Jul 2006
Website
NA
Invesco Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Similar Funds