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  • Invesco India Contra Fund (Growth)

Formerly Lotus India Contra Gr

Invesco Mutual Funds

Invesco India Contra Fund (Growth)

EquityContra

82.42

NAV (Nov 30)

12.4%
5 Year CAGR
Scripbox Opinion
Neutral
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

Category Leader

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Satisfactory

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

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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

82.42

NAV (Nov 30)

Fund Returns

Last 1Y

9.4%

Last 3Y

18.8%

Last 5Y

12.4%

Last 10Y

17.2%

Since Inception

14.4%

6 Month CAGR

15.3%

Scheme Information

Investment Objective

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

Expense Ratio

1.8

Launched (15y ago)

Apr 11, 2007

AUM in Crores

9668.674

ISIN

INF205K01189

Lock-in

No Lock-in

Benchmark

S&P BSE 500 India TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

22.2

Standard Deviation (5yr)

19.7

Beta (3yr)

0.97

Beta (5yr)

0.98

Sharpe Ratio (3yr)

0.699

Sharpe Ratio (5yr)

0.46

YTM

0

Fund Managers

Taher Badshah

Fund Manager

Dhimant Kothari

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-11-30

Top Stock Holdings

icici bank ltd

8.4%
8.4%

hdfc bank ltd

7.7%
7.7%

infosys ltd

6.5%
6.5%

reliance industries ltd

4.6%
4.6%

state bank of india

4%
4%
See all holdings

Allocation by Sector

financial services

31.5%
31.5%

consumer cyclical

11.8%
11.8%

industrials

11.2%
11.2%

technology

10.9%
10.9%

healthcare

7.4%
7.4%
See all sectors

Compare Invesco India Contra Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 46,996 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

    19%

    9.2%

    23.7%

    8.2%

    19%

    9%

    23.7%

    8.2%

    23.7%

    8.2%

    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 15 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 11/30/2022 is ₹82.42 with the total AUM as of 12/1/2022 is ₹9668.674. 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 3 fund in Equity and delivered 9.4% 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 stocks 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 Neutral 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 1.8% for regular plan.