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Invesco India Contra Fund

Invesco India Contra Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

15.98

as on 31 Jan 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,607 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

  • ₹ 78.210

    as on 31 Jan 2023
  • Regular - Growth

  • 7 / 17

  • ₹ 1,000

  • ₹ 8,270 Cr.

    as on 31 Dec 2021
  • 1.88%

  • 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 ₹ 78.210 as on 31 Jan 2023.

This fund has 10 years of track record. Since 31 Oct 2021 expense ratio of this fund is 1.88%. 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 0.15% 3.05% 10.22% 10.94% 28.38% 28.64% 13.16% 17.10% 14.95% 17.21% 30.54% 22.92% 16.36%
Category Average -1.68% -0.80% 5.66% 3.44% 19.38% 17.91% 9.01% 14.75% 8.09% 9.93% 19.93% 15.58% 14.48%
Invesco India Contra Fund -2.18%₹ 9,782 -2.72%₹ 9,727 3.34%₹ 10,334 1.23%₹ 10,122 4.75%₹ 12,308 15.16%₹ 13,271 6.82%₹ 25,731 15.98%₹ 15,607 15.89%₹ 45,574 10.11%₹ 16,192 14.12%₹ 85,518 16.13%₹ 44,640 15.28%₹ 2,67,282
SBI Contra Fund -1.70%₹ 9,829 -0.55%₹ 9,944 7.38%₹ 10,738 10.94%₹ 11,094 13.64%₹ 12,873 27.23%₹ 16,209 17.15%₹ 28,431 28.64%₹ 21,302 30.54%₹ 55,788 12.72%₹ 18,199 22.92%₹ 1,06,014 14.01%₹ 37,123 16.14%₹ 2,79,851
Nippon India Value Fund -2.37%₹ 9,762 -2.90%₹ 9,709 3.61%₹ 10,360 0.87%₹ 10,087 3.84%₹ 12,249 19.88%₹ 14,384 8.14%₹ 26,069 18.33%₹ 16,578 19.44%₹ 47,922 10.12%₹ 16,194 15.89%₹ 89,329 14.04%₹ 37,234 14.37%₹ 2,54,455
IDFC Sterling Value Fund -1.22%₹ 9,877 -1.14%₹ 9,886 5.23%₹ 10,522 1.63%₹ 10,163 6.38%₹ 12,412 28.38%₹ 16,503 12.52%₹ 27,209 23.10%₹ 18,665 27.92%₹ 53,860 9.71%₹ 15,895 19.43%₹ 97,405 15.59%₹ 42,618 15.89%₹ 2,76,104
Kotak India Eq Contra Fund -1.30%₹ 9,870 0.04%₹ 10,004 6.49%₹ 10,648 4.70%₹ 10,470 9.85%₹ 12,634 17.70%₹ 13,866 9.78%₹ 26,495 16.13%₹ 15,666 18.43%₹ 47,245 11.96%₹ 17,596 15.43%₹ 88,314 13.95%₹ 36,925 14.19%₹ 2,52,082
L&T India Value Fund -0.97%₹ 9,903 1.24%₹ 10,123 8.66%₹ 10,865 3.64%₹ 10,363 11.54%₹ 12,741 21.41%₹ 14,755 11.65%₹ 26,981 18.11%₹ 16,482 21.12%₹ 49,064 9.05%₹ 15,426 16.16%₹ 89,917 17.10%₹ 48,537 15.61%₹ 2,72,082

Portfolio Holdings

Portfolio holdings pattern of Invesco India Contra Fund as on 02 Feb 2023 are listed below:

  • Equity Holdings:

    97.44%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    2.56%

Top Sector Holdings of Invesco India Contra Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 23.28% ₹ 1,991.44 Cr.
Computers - Software 9.47% ₹ 810.23 Cr.
Pharmaceuticals 6.25% ₹ 535.13 Cr.
Cement 5.34% ₹ 456.39 Cr.
Engineering, designing, construction 4.99% ₹ 426.80 Cr.
Others 50.67% -

Top Stock Holdings of Invesco India Contra Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 8.22% ₹ 703.09 Cr.
HDFC Bank Ltd. 7.07% ₹ 604.50 Cr.
Infosys Ltd. 6.84% ₹ 585.20 Cr.
State Bank Of India 4.18% ₹ 357.64 Cr.
Larsen & Toubro Ltd. 4.00% ₹ 342.15 Cr.
Others 69.69% -

Other Holdings

Holding TypeHolding Percentage
TREPS 2.57%
Net Receivables -0.01%