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

Formerly Lotus India Contra Gr

Invesco Mutual Funds

Invesco India Contra Fund (Growth)

EquityDiversified

Top Ranked

75.04

NAV (Dec 06)

18%
5 Year CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

14 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

8,458 Cr. Category leader in size

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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    Historical growth rate of 12% per annum
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Historical NAV

75.04

NAV (Dec 6)

Fund Returns

Last 1Y

31.2%

Last 3Y

18.8%

Last 5Y

18%

Last 10Y

17.9%

Since Inception

14.7%

6 Month CAGR

9.3%

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Scheme Information

Investment Objective

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

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

1.88

Launched (14y ago)

Apr 11, 2007

AUM in Crores

8457.775

ISIN

INF205K01189

Lock-in

No Lock-in

Benchmark

Nifty 500 Value 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Dhimant Kothari

Fund Manager

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Taher Badshah

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

amc-icon

About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 46,645 crores and was set up on 20 May 2005. It's current offering of mutual fund schemes includes 36 equity,111 debt and 14 hybrid funds.

amc-img

  • tel-amc-about
    022-67310000
  • mail-amc-about
    mfservices@invesco.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    17.3%

    12%

    17.3%

    12%

    17.3%

    12%

    18.3%

    12.8%

    23.7%

    15.9%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
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    We thrive on trust.

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    About Invesco India Contra Fund (G)

    About Invesco India Contra Fund (G)

    Invesco India Contra Fund (G) is a Diversified Equity fund and has delivered an annualised return of 14.7% over a period of 14 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 Dhimant Kothari, Taher Badshah

    Invesco India Contra Fund (G) Investment Objective

    To generate capital appreciation by investing predominantly in Equity and Equity Related Instruments through contrarian investing. . However, there is no assurance that the objective of the scheme will be realized.

    Invesco India Contra Fund (G) NAV,AUM,Risk

    The Invesco India Contra Fund (G) fund was launched on Apr 11, 2007. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-12-06 is ₹75.04. The total AUM (Asset Under Management) of the fund as of 07/12/2021 is ₹8457.775. The category risk of the Invesco India Contra Fund (G) fund is Very High Risk. The fund charges 1.88 % as expense ratio.

    Invesco India Contra Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 97.7% in this asset class. The top three holdings of the fund are , icici bank ltd , hdfc bank ltd , infosys ltd , state bank of india , reliance industries ltd , axis bank ltd , sun pharmaceuticals industries ltd , larsen & toubro ltd , ultratech cement ltd , ashok leyland ltd , triparty repo , tech mahindra ltd , motherson sumi systems ltd , uti asset management co ltd , bharat electronics ltd , kei industries ltd , itc ltd , hcl technologies ltd , bharti airtel ltd , tata power co ltd , icici prudential life insurance company limited , escorts ltd , ntpc ltd , indraprastha gas ltd , shriram transport finance co ltd , rallis india ltd , vip industries ltd , ambuja cements ltd , maruti suzuki india ltd , aurobindo pharma ltd , bharat petroleum corp ltd , cipla ltd , kec international ltd , equitas small finance bank ltd ordinary shares , aia engineering ltd , knr constructions ltd , phoenix mills ltd , mahindra & mahindra ltd , j.b. chemicals & pharmaceuticals ltd , bata india ltd , coromandel international ltd , coal india ltd , dilip buildcon ltd , net receivables / (payables) , mishra dhatu nigam ltd ordinary shares , ptc india ltd , pnc infratech ltd , aditya birla sun life amc ltd , g r infraprojects ltd , bharti airtel ltd (partly paid rs.1.25)

    Invesco India Contra Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Invesco India Contra Fund (G) Investment volatility and Horizon

    This fund 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 Nifty 500 Value 50 TR INR

    Invesco India Contra Fund (G) Review

    Invesco India Contra Fund (G) has a score of 4 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Invesco India Contra Fund (G) has a score of 5 out of 5 Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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