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  • Invesco India Contra Fund (Growth)

Formerly Lotus India Contra Gr

Invesco Mutual Funds

Invesco India Contra Fund (Growth)

EquityContra

91.93

NAV (Sep 29)

14.8%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

91.93

NAV (Sep 29)

Fund Returns

Last 1Y
20.4%
Last 3Y
23.3%
Last 5Y
14.8%
Last 10Y
20%
Since Inception
14.4%
6 Month CAGR
22.6%

Scheme Information

Investment Objective

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

Expense Ratio
1.7
Launched (16y ago)
Apr 11, 2007
AUM in Crores
11178.876
ISIN
INF205K01189
Lock-in
No Lock-in
Benchmark
S&P BSE 500 India TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13.5
Standard Deviation (5yr)
18.7
Beta (3yr)
0.91
Beta (5yr)
0.97
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Taher Badshah

Fund Manager

Dhimant Kothari

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Invesco India Contra Fund (Growth)70%10,58,906 3,26,29414.8%
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 2023-09-29

Top Stock Holdings

infosys ltd

8.8%
8.8%

hdfc bank ltd

7.2%
7.2%

icici bank ltd

5.5%
5.5%

larsen & toubro ltd

3.5%
3.5%

ntpc ltd shs dematerialised

3.4%
3.4%
See all holdings

Allocation by Sector

financial services

28.5%
28.5%

technology

17.2%
17.2%

industrials

15.2%
15.2%

consumer cyclical

13.3%
13.3%

healthcare

7.8%
7.8%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset Tax Saver Fund (G)
Mirae Asset Tax Saver Fund (G)

₹ 17,630 cr

₹ 11,862 cr

₹ 11,197 cr

₹ 10,089 cr

₹ 9,392 cr

About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 60,609 crores and was set up on 20 May 2005. It's current offering of mutual fund schemes includes 36 equity,116 debt and 9 hybrid funds.amc-img
022-67310000
mfservices@invesco.com
Fund NameScripbox Opinion
Till Date CAGR

31.3%

10.4%

5%

6.5%

31.3%

10.2%

5%

6.2%

6%

6.5%

Invesco India Contra Fund (G) Review

Invesco India Contra Fund (G) is a Contra Equity fund and has delivered an annualised return of 14.4% over a period of 16 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.

Nav of Invesco India Contra Fund (G) as of 9/29/2023 is ₹91.93 with the total AUM as of 10/3/2023 is ₹11178.876. 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 S&P BSE 500 India TR INR.

Invesco India Contra Fund (G) is rated as a 0 fund in Equity and delivered 20.4% 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 Reviewed Yet 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 1.7% for regular plan.