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Invesco India Contra Fund

Invesco India Contra Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

14.43

as on 03 Aug 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,988 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

  • ₹ 73.310

    as on 03 Aug 2021
  • Regular - Growth

  • 1 / 17

  • ₹ 1,000

  • ₹ 7,529 Cr.

    as on 03 Aug 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 ₹ 73.310 as on 03 Aug 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 7.14% 20.81% 37.75% 106.34% 37.95% 18.21% 17.01% 16.60% 100.01% 63.92% 37.58% 21.97% 18.61%
Category Average 5.03% 15.73% 19.03% 64.94% 26.97% 12.78% 14.07% 14.72% 60.51% 43.55% 28.08% 17.76% 16.38%
Invesco India Contra Fund 4.61%₹ 10,460 16.03%₹ 11,603 14.80%₹ 11,479 53.63%₹ 15,362 51.46%₹ 15,120 28.29%₹ 16,481 40.20%₹ 34,770 14.43%₹ 14,988 27.41%₹ 53,455 17.01%₹ 21,942 19.53%₹ 97,582 16.44%₹ 45,876 18.61%₹ 3,19,634
Kotak India Eq Contra Fund 4.11%₹ 10,411 14.00%₹ 11,400 15.70%₹ 11,570 56.25%₹ 15,624 52.19%₹ 15,161 25.78%₹ 15,840 39.15%₹ 34,469 14.67%₹ 15,083 26.69%₹ 52,939 16.26%₹ 21,250 19.33%₹ 97,106 14.84%₹ 39,932 16.20%₹ 2,80,582
UTI Value Opportunities Fund 4.57%₹ 10,457 15.18%₹ 11,518 15.63%₹ 11,562 59.89%₹ 15,989 54.91%₹ 15,317 29.03%₹ 16,671 41.78%₹ 35,221 15.23%₹ 15,305 28.67%₹ 54,371 14.39%₹ 19,597 19.32%₹ 97,082 13.26%₹ 34,756 14.75%₹ 2,59,659
Nippon India Value Fund 6.04%₹ 10,603 18.85%₹ 11,885 23.22%₹ 12,321 70.07%₹ 17,006 68.35%₹ 16,073 29.65%₹ 16,832 47.55%₹ 36,893 16.08%₹ 15,648 31.11%₹ 56,174 15.56%₹ 20,619 20.12%₹ 98,992 14.59%₹ 39,090 16.97%₹ 2,92,455
ICICI Prudential Value Discovery Fund 4.79%₹ 10,479 13.49%₹ 11,349 19.04%₹ 11,903 56.54%₹ 15,653 56.55%₹ 15,410 28.13%₹ 16,440 44.22%₹ 35,924 14.76%₹ 15,117 29.03%₹ 54,637 12.97%₹ 18,405 18.43%₹ 94,996 16.60%₹ 46,495 17.26%₹ 2,97,050
SBI Contra Fund 5.78%₹ 10,577 18.77%₹ 11,877 25.20%₹ 12,520 87.99%₹ 18,799 82.12%₹ 16,830 37.95%₹ 19,062 59.59%₹ 40,476 18.21%₹ 16,524 37.58%₹ 61,148 14.94%₹ 20,066 21.97%₹ 1,03,548 13.27%₹ 34,812 16.05%₹ 2,78,402

Portfolio Holdings

Portfolio holdings pattern of Invesco India Contra Fund as on 04 Aug 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%