Invesco India Contra Fund Direct Growth+2.38%

5
4.84%
1 Year Return
Equity
Contra
5.0star
6M
1Y
3Y
5Y
All

Fund Details

Invesco India Contra Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.70%
NAV53.27 (25 Sep 2020)
Fund Started01 Jan 2013
Fund Size5,019 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Invesco India Contra Fund Direct Growth
4.8%
6.9%
11.4%
15.4%
Category Average
8.0%
NA
NA
-
Rank within category
1
1
1
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 4.8% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity10.0%
    HDFC Bank Ltd.FinancialEquity8.5%
    ICICI Bank Ltd.FinancialEquity7.2%
    Infosys Ltd.TechnologyEquity6.6%
    Bharti Airtel Ltd.CommunicationEquity4.8%
    Axis Bank Ltd.FinancialEquity4.5%
    Sun Pharmaceutical Inds. Ltd.HealthcareEquity3.2%
    HCL Technologies Ltd.TechnologyEquity2.5%
    Apollo Hospitals Enterprise Ltd.HealthcareEquity2.4%
    United Spirits Ltd.FMCGEquity2.3%
    See All

    Fund Managers

    addAmit Ganatra
    Education
    Mr. Ganatra holds a Commerce degree and is a Charted Accountant. He is also a Chartered Financial Analyst from AIMR.
    Experience
    Prior to joining Invesco Mutual Fund, he has worked with DBS Cholamandalam AMC Pvt. Ltd. and Fidelity.
    Funds Managed

    Invesco India Contra Fund Direct Growth Details

    Invesco India Contra Fund Direct Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹5,019 Cr and the Latest NAV as of 25 Sep 2020 is ₹53.27.

    The Invesco India Contra Fund Direct Growth 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 Growth
    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
    Data not available