Invesco India Contra Fund - Growth

Category: Equity: Contra
Launch Date: 11-04-2007
Asset Class: Equity
Benchmark: S&P BSE 500 TRI
Expense Ratio: 2.21% As on ( 31-08-2018)
Status: Open Ended Schemes(Equity Scheme - Contra Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,485.63 Cr As on ( 31-08-2018)
Turn over: 68.0
NAV as on 19-10-2018

43.97

-0.55 ( -1.2509% )

CAGR Since Inception

13.7%

S&P BSE 500 TRI 11.69%

PERFORMANCE of Invesco India Contra Fund - Growth

Scheme Performance (%) Data as on - 19-10-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Invesco India Contra Fund - Growth 1.92 12.31 22.42 19.06 13.7
S&P BSE 500 TRI 0.42 10.46 15.26 15.1 11.69
Equity: Contra -2.63 9.06 16.56 15.75 13.5

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.

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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: Contra - - - - - -

PEER COMPARISION of Invesco India Contra Fund - Growth

Period
Data as on - 19-10-2018
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 1.92 11.26 12.31 22.42 19.06
Invesco India Contra Fund - Dividend 11-04-2007 0.43 9.9 10.87 21.49 18.23
Kotak India EQ Contra Fund - Growth 27-07-2005 0.23 10.64 10.08 14.47 15.41
Kotak India EQ Contra Fund - Dividend 27-07-2005 -3.7 8.41 8.55 12.23 14.16
SBI Contra-Regular Plan -Dividend 14-07-1999 -10.04 1.76 4.79 12.79 12.77
SBI Contra - Regular Plan -Growth 14-07-1999 -10.04 1.76 4.8 12.79 12.77

PORTFOLIO ANALYSIS of Invesco India Contra Fund - Growth

Asset Allocation (%)

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