Home>Mutual Funds>Invesco Mutual Fund>Invesco India Contra Fund Direct IDCW

Invesco India Contra Fund Direct IDCW

Equity
Contra
Very High Risk
Payout
23.32%
3Y annualised
-0.54% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Oct 2021₹44.52
Min. SIP amount₹500
Rating4star
Fund size₹8,411.09 Cr

Returns and rankings

Category: Equity Contra
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns57.6%23.3%18.9%20.2%
Category average61.5%12.9%13.6%NA
Rank with in category1471NA
Understand termsinfo

Holdings (50)

NameSectorInstrumentAssets
FinancialEquity7.8%
FinancialEquity7.4%
TechnologyEquity6.2%
EnergyEquity4.5%
State Bank of India
FinancialEquity4.2%
FinancialEquity4.2%
Sun Pharmaceutical Industries Ltd.
HealthcareEquity3.9%
ConstructionEquity3.5%
ConstructionEquity3.5%
AutomobileEquity2.8%
See All

Pros and cons

info
Category: Equity Contra
thumb_up_alt

Pros

3Y and 5Y annualised returns higher than category average
Higher alpha: 1.42 The fund has generated returns higher than benchmark - S&P BSE 500 TRI - in the last 3Y
Lower expense ratio: 0.55%
thumb_down_alt

Cons

1Y annualised returns lower than category average by 3.93%

Expense ratio, exit load and tax

Expense ratio: 0.55%

Inclusive of GST

Exit load

For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Taher Badshah
Jan 2017 - Present
View details
keyboard_arrow_down
Amit Ganatra
Jan 2013 - Present
View details
keyboard_arrow_down

Fund house & investment objective

keyboard_arrow_down

Fund house contact details

keyboard_arrow_down

Compare funds

Invesco India Contra Fund Direct IDCW
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 1.9.6
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | NIPPON INDIA  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP  | AXIS  | TATA  | L&T  | SUNDARAM  | PGIM  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | NAVI  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | Quant  | SHRIRAM  | SAHARA | ITI
arrow_drop_down_circle