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Business News/Market/Market Stats/    Invesco India Contra Fund Growth

Invesco India Contra Fund Growth

+
  • Equity
  • Contra
  • Rating 5
  • Plan
95.15 +0.89 (0.94%) NAV as on 29 Nov, 2023
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)11178.88
  • CAGR 16.01%
  • Exit Load1.00%
  • Expense ratio1.70%
  • CategoryEquity
  • Min Investment1000
  • Min SIP500
  • Launch Date2007-04-11

Morning Star Rating 5

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 30 November 2023

  • Name
  • Value (Cr)
  • Holding %
View More

Peer Comparison

Risk & Volitility

  • Alpha -0.48%
  • Beta 0.98
  • Sharpe Ratio1.18
  • Std Deviation 13.67%
  • Tracking Error 3.66%

About Fund

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

 

The Invesco India Contra Fund Growth has an AUM of 11178.88 crores & has delivered CAGR of 15.76% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.70%. The minimum investment in Invesco India Contra Fund Growth is Rs 1000 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include Infosys, HDFC Bank, ICICI Bank & Larsen & Toubro.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Biotechnology & Drugs & Construction Services.

 

Some of the similar funds are SBI Contra Fund Regular Growth, Kotak India EQ Contra Fund Growth, Invesco India Contra Fund Growth. Invesco India Contra Fund Growth has a sharpe ratio of 1.18 & a standard deviation of 13.67%.

FAQs about Invesco India Contra Fund Growth

According to the morning star rating Invesco India Contra Fund Growth has a Moderate risk & Exceptional return.
Invesco India Contra Fund Growth is managed by Taher Badshah,Dhimant Kothari.
The expense ratio of Invesco India Contra Fund Growth is 1.70%.
The 5 year annualized return on Invesco India Contra Fund Growth is 15.76% & it has generated 16.01% in the last 1 year.
The minimum investment in Invesco India Contra Fund Growth is 1000 Rs.
Invesco India Contra Fund Growth has an AUM of 11178.88 crores.
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