Invesco India Contra Fund - Growth
Category: Equity: Contra
Launch Date: 11-04-2007
AUM:
₹ 14,713.07 Cr
Expense Ratio
1.68%
Benchmark
S&P BSE 500 TRI
ISIN
INF205K01189
Minimum Investment
1000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Taher Badshah, Amit Ganatra
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Invesco India Contra Fund - Growth | 41.77 | 20.85 | 19.9 |
| S&P BSE 500 TRI | 34.51 | 19.59 | 19.04 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
113.23
Last change
1 (0.8832%)
Fund Size (AUM)
₹ 14,713.07 Cr
Performance
15.24% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks to generate capital appreciation through means of contrarian investing. It intends to identify potentially undervalued stocks across sectors utilising both top down and bottom up approach and then incubating such stocks for a while before they find favour with rest of the market.
Fund Manager
Taher Badshah, Amit Ganatra
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI Bank Ltd. | 6.24 |
| HDFC Bank Ltd. | 5.28 |
| NTPC Ltd. | 5.12 |
| Infosys Ltd. | 4.54 |
| Bharat Electronics Ltd. | 3.7 |
| State Bank of India | 2.96 |
| Zomato Ltd. | 2.68 |
| Mahindra & Mahindra Ltd. | 2.66 |
| Axis Bank Ltd. | 2.49 |
| Hindustan Aeronautics Ltd. | 2.39 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 26.98 |
| Capital Goods | 10.32 |
| Healthcare | 9.84 |
| Energy | 9.71 |
| Services | 9.21 |
| Automobile | 8.36 |
| Technology | 8.36 |
| Consumer Discretionary | 3.21 |
| Construction | 2.84 |
| Materials | 2.51 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Invesco India Contra Fund Gr | 19.9 |
| Kotak India EQ Contra Fund Gr | 21.17 |
| SBI Contra Fund Reg Gr | 26.96 |