Invesco India Contra Fund - Growth

Category: Equity Funds Diversified
Launch Date: 11-04-2007
Asset Class: Equity
Benchmark: S&P BSE 500
Expense Ratio: 2.39% As on ( 30-09-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 659 Cr As on ( 30-09-2017)
Turn over: 64.0
NAV as on 16-02-2018

46.38

-0.54 ( -1.1643% )

CAGR Since Inception

15.17%

S&P BSE 500 15.17%

PERFORMANCE of Invesco India Contra Fund - Growth

Scheme Performance (%) Data as on - 16-02-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Invesco India Contra Fund - Growth 29.59 13.58 22.65 14.35 15.17
S&P BSE 500 24.02 9.13 14.75 7.39 15.17
Equity Funds Diversified 20.53 9.8 17.19 10.58 15.06

Yearly Performance (%)

Fund Managers

Mr. Amit Ganatra, Mr. Taher Badshah

Mr. Ganatra is a B.Com (H), Chartered Accountant and CFA. Prior to joining Religare, he has worked with DBS Cholamandalam AMC Pvt. Ltd., Fidelity India AMC and Centre For Monitoring Indian Economy.

Investment Objective

The scheme seeks to generate capital appreciation through means of contrarian investing. It intends to identify potentially undervalued stocks across sectors utilising both top down and bottom up approach and then incubating such stocks for a while before they find favour with rest of the market.

RETURNS CALCULATOR for Invesco India Contra Fund - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Invesco India Contra Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Invesco India Contra Fund - Growth 14.51 1.01 3.62 0.91 - -
Equity Funds Diversified - - - - - -

PEER COMPARISION of Invesco India Contra Fund - Growth

Period
Data as on - 16-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Invesco India Contra Fund - Growth 11-04-2007 29.59 30.92 13.58 22.65 14.35
Principal Growth Fund-Growth Option 25-10-2000 30.71 34.99 14.51 21.09 8.76
Principal Dividend Yield Fund-Growth Plan 15-10-2004 28.9 33.24 13.15 15.92 10.44
ICICI Prudential Indo Asia Equity Fund - Growth 18-10-2007 28.22 29.16 12.25 19.32 11.95
HDFC Capital Builder Fund - Growth Option 01-02-1994 27.49 30.07 12.72 20.44 12.77
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 01-11-2011 26.62 30.9 13.46 19.51 0.0
Axis Focused 25 Fund - Growth Option 29-06-2012 26.44 28.78 11.96 16.54 0.0
SBI Contra - Regular Plan -Growth 14-07-1999 26.2 25.4 9.31 14.93 8.6
BOI AXA Equity Fund Eco Plan- Growth 21-10-2008 26.0 25.77 9.24 16.44 0.0
L&T India Special Situations Fund-Regular Plan-Growth 22-05-2006 25.68 28.34 11.07 18.88 12.04

PORTFOLIO ANALYSIS of Invesco India Contra Fund - Growth

Asset Allocation (%)

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