• Mutual Funds
  • Invesco Mutual Funds
  • Invesco India Contra Fund (Growth)

Formerly Lotus India Contra Gr

Invesco Mutual Funds

Invesco India Contra Fund (Growth)

EquityContra

124.3

NAV (Jun 24)

20.9%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in contra mutual funds.

Contra funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

124.3

NAV (Jun 24)

Fund Returns

Last 1Y
48.8%
Last 3Y
21.4%
Last 5Y
21.1%
Last 10Y
17.8%
Since Inception
15.8%
6 Month CAGR
22.8%

Scheme Information

Investment Objective

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

Expense Ratio
1.68
Launched (17y ago)
Apr 11, 2007
AUM in Crores
15077.873
ISIN
INF205K01189
Lock-in
No Lock-in
Benchmark
BSE 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.3
Standard Deviation (5yr)
18.8
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
1.101
Sharpe Ratio (5yr)
0.764
YTM
0
Fund Managers

Taher Badshah

Fund Manager

Amit Ganatra

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Invesco India Contra Fund (Growth)70%12,46,939 5,14,32720.9%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-06-24

Top Stock Holdings

icici bank ltd

5.9%
5.9%

hdfc bank ltd

5.2%
5.2%

infosys ltd

4.4%
4.4%

bharat electronics ltd

4.4%
4.4%

ntpc ltd

4.1%
4.1%
See all holdings

Allocation by Sector

financial services

29.4%
29.4%

industrials

17.5%
17.5%

consumer cyclical

14.1%
14.1%

healthcare

9.8%
9.8%

technology

7.5%
7.5%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 86,891 crores and was set up on 20 May 2005. It's current offering of mutual fund schemes includes 39 equity,121 debt and 9 hybrid funds.amc-img
phone-img022-67310000
Fund NameScripbox Opinion
Till Date CAGR

39.6%

13.9%

39.6%

13.7%

39.6%

13.7%

18.8%

13.4%

4.8%

6.8%

Invesco India Contra Fund (G) Review

Invesco India Contra Fund (G) is a Contra Equity fund and has delivered an annualised return of 15.7% over a period of 17 years. The fund was previously known as Lotus India Contra Gr. The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers are Amit Ganatra, Taher Badshah.

Nav of Invesco India Contra Fund (G) as of 6/24/2024 is ₹124.30 with the total AUM as of 6/25/2024 is ₹15077.873. With Scripbox you can compare and check the latest nav for all mutual funds in India. Invesco India Contra Fund (G) was launched on Apr 11, 2007. The category risk of the fund is Very High Risk.

The minimum SIP amount for Invesco India Contra Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Invesco India Contra Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to BSE 500 TR INR.

Invesco India Contra Fund (G) is rated as a 1 fund in Equity and delivered 46.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Invesco India Contra Fund (G).

Frequently Asked Questions

What is Invesco India Contra Fund (G)?

Invesco India Contra Fund (G) is a Contra Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Invesco India Contra Fund (G)?

You can invest in Invesco India Contra Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Invesco India Contra Fund (G)?

The minimum sip amount for Invesco India Contra Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Invesco India Contra Fund (G) good to invest in?

As per Scripbox experts, Invesco India Contra Fund (G) is a Not Recommended fund. You can investInvesco India Contra Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Invesco India Contra Fund (G)?

The expense ratio of the Invesco India Contra Fund (G) is 1.68% for regular plan.