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Invesco India Contra Fund

Invesco India Contra Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

21.74

as on 21 Oct 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 18,071 today.

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NAV Performance

Invesco India Contra Fund performance graph for last 3 years
Performance of Invesco India Contra Fund for last 3 Years

Fund Information

  • ₹ 79.460

    as on 21 Oct 2021
  • Regular - Growth

  • 1 / 17

  • ₹ 1,000

  • ₹ 7,529 Cr.

    as on 21 Oct 2021
  • 1.83%

    since 31 May 2021
  • 02 Jan 2013

  • Equity - Value Fund

  • S&P BSE 500 TRI

  • Invesco Mutual Fund

    Show All Funds
  • Invesco India Contra Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Invesco India Contra Fund is an Open-ended Equity Fund. The fund belongs to Value Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 02 Jan 2013. This fund is offered by one of the top AMC (Assets Management Company) Invesco Mutual Fund. You can also view here all other Equity funds offered by Invesco Mutual Fund.

Latest NAV of the fund is ₹ 79.460 as on 21 Oct 2021.

This fund has 8 years of track record. Since 31 May 2021 expense ratio of this fund is 1.83%. Ideally you shoulds compare this fund with the benchmark S&P BSE 500 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 1,000.

Fund Objective

To generate capital appreciation by investing predominantly in Equity and Equity Related Instruments through contrarian investing.

List of Fund Managers of Invesco India Contra Fund

  • About Dhimant Kothari

    Picture of Dhimant KothariDhimant has 14 years of experience in financial and equity research and is currently serving as ‘Fund Manager’ at Invesco. Earlier, he worked as a Senior Manager - Research with Credit Analysis & Research Ltd., where he was responsible for analysis and preparation of research reports on various industries and companies. His other assignments include Lotus India Asset Management and CRISIL Ltd., where he was responsible for analyzing companies across various sectors and preparing research reports. He is a Chartered Accountant and holds a Commerce degree.
  • About Taher Badshah

    Picture of Taher BadshahTaher has over 24 years of experience in the Indian equity markets. In his role as the Chief Investment Officer – Equities, he is responsible for the equity management function at the firm. He joined Invesco - India from Motilal Oswal Asset Management where he lead the equity investment team. In the past, he has also worked with companies like Kotak Mahindra Investment Advisors, ICICI Mutual Fund, Alliance Capital Asset Management, etc. Taher holds Masters in Management Studies (MMS), with specialization in finance from S.P. Jain Institute of Management and a B.E. degree in Electronics from the University of Mumbai.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 8.34% 17.80% 37.43% 91.94% 41.02% 25.77% 17.41% 19.22% 76.67% 65.91% 42.40% 24.60% 19.61%
Category Average 5.06% 13.73% 30.38% 65.23% 29.53% 20.31% 14.43% 16.65% 58.03% 50.06% 33.36% 20.61% 17.52%
Invesco India Contra Fund 5.02%₹ 10,502 13.17%₹ 11,317 30.48%₹ 13,047 56.29%₹ 15,629 51.29%₹ 15,111 29.54%₹ 16,827 45.43%₹ 36,268 21.74%₹ 18,071 32.26%₹ 57,031 17.41%₹ 22,320 21.88%₹ 1,03,321 18.28%₹ 53,689 19.61%₹ 3,37,325
Kotak India Eq Contra Fund 3.71%₹ 10,371 12.50%₹ 11,249 26.18%₹ 12,617 56.22%₹ 15,621 49.26%₹ 14,995 26.52%₹ 16,047 44.64%₹ 36,040 21.84%₹ 18,118 31.30%₹ 56,311 17.21%₹ 22,127 21.61%₹ 1,02,652 16.46%₹ 45,949 17.19%₹ 2,96,006
UTI Value Opportunities Fund 3.22%₹ 10,321 12.33%₹ 11,233 27.15%₹ 12,715 58.09%₹ 15,808 49.93%₹ 15,033 30.02%₹ 16,954 45.90%₹ 36,403 22.60%₹ 18,457 32.80%₹ 57,440 15.16%₹ 20,260 21.56%₹ 1,02,526 14.55%₹ 38,954 15.69%₹ 2,73,069
Nippon India Value Fund 5.71%₹ 10,571 13.57%₹ 11,357 34.26%₹ 13,426 71.34%₹ 17,134 64.83%₹ 15,878 31.53%₹ 17,352 54.02%₹ 38,792 24.57%₹ 19,367 36.48%₹ 60,274 16.46%₹ 21,434 22.94%₹ 1,05,993 16.88%₹ 47,624 18.18%₹ 3,12,267
ICICI Prudential Value Discovery Fund 6.89%₹ 10,689 17.80%₹ 11,780 31.14%₹ 13,114 68.91%₹ 16,890 63.97%₹ 15,830 34.31%₹ 18,096 53.67%₹ 38,690 21.22%₹ 17,839 36.38%₹ 60,198 14.73%₹ 19,884 22.40%₹ 1,04,628 19.22%₹ 58,108 18.77%₹ 3,22,396
SBI Contra Fund 3.67%₹ 10,367 12.24%₹ 11,224 34.12%₹ 13,411 85.26%₹ 18,526 69.61%₹ 16,144 41.02%₹ 19,960 64.12%₹ 41,847 25.78%₹ 19,934 42.40%₹ 65,027 15.36%₹ 20,442 24.60%₹ 1,10,317 15.01%₹ 40,523 17.15%₹ 2,95,322

Portfolio Holdings

Portfolio holdings pattern of Invesco India Contra Fund as on 22 Oct 2021 are listed below:

  • Equity Holdings:

    97.47%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    2.53%

Top Sector Holdings of Invesco India Contra Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 26.49% ₹ 1,994.89 Cr.
Computers - Software 10.48% ₹ 788.94 Cr.
Pharmaceuticals 7.92% ₹ 596.95 Cr.
Refineries/Marketing 5.69% ₹ 428.30 Cr.
Engineering, designing, construction 4.20% ₹ 316.62 Cr.
Others 45.22% -

Top Stock Holdings of Invesco India Contra Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 7.83% ₹ 589.41 Cr.
HDFC Bank Ltd. 6.87% ₹ 517.02 Cr.
Infosys Ltd. 6.51% ₹ 490.05 Cr.
Axis Bank Ltd. 4.53% ₹ 341.25 Cr.
Reliance Industries Ltd. 4.24% ₹ 319.33 Cr.
Others 70.02% -

Other Holdings

Holding TypeHolding Percentage
TREPS 2.45%
Net Receivables 0.08%