Invesco India Contra Fund - Growth

Category: Equity Funds Diversified
Launch Date: 11-04-2007
Asset Class: Equity
Benchmark: S&P BSE 500
Expense Ratio: 2.18% As on ( 30-04-2018)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,441.87 Cr As on ( 30-04-2018)
Turn over: 73.0
NAV as on 24-05-2018

46.12

0.27 ( 0.5854% )

CAGR Since Inception

14.73%

S&P BSE 500 14.85%

PERFORMANCE of Invesco India Contra Fund - Growth

Scheme Performance (%) Data as on -

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Invesco India Contra Fund - Growth 20.67 14.79 23.55 15.42 14.73
S&P BSE 500 11.45 9.56 13.88 7.96 14.85
Equity Funds Diversified 10.69 9.72 16.87 11.34 14.09

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 -
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 20.67 24.22 14.79 23.55 15.42
Axis Focused 25 Fund - Growth Option 29-06-2012 23.6 25.29 15.07 17.82 0.0
Axis Bluechip Fund - Growth 05-01-2010 21.61 19.16 10.65 15.41 0.0
BOI AXA Large & Mid Cap Equity Fund Eco Plan- Growth 21-10-2008 20.9 19.9 11.14 16.49 0.0
BOI AXA Large & Mid Cap Equity Fund Regular Plan- Growth 21-10-2008 19.94 19.01 10.31 15.66 0.0
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 01-11-2011 19.1 25.13 15.1 19.73 0.0
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 28-05-2013 18.66 18.36 11.95 18.71 0.0
UTI - Equity Fund-Growth Option 01-08-2005 18.44 17.28 9.66 16.63 13.0
Principal Dividend Yield Fund-Growth Plan 15-10-2004 18.18 26.7 13.5 16.66 10.65
Templeton India Equity Income Fund-Growth Plan 18-05-2006 17.12 21.63 11.14 15.95 11.25

PORTFOLIO ANALYSIS of Invesco India Contra Fund - Growth

Asset Allocation (%)

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