Invesco India Contra Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 44.25 | 21.38 | 18.79 | 16.32 |
Average Rolling Returns(%) | 21.48 | 18.90 | 17.15 | 18.73 |
The Current NAV of Invesco India Contra Fund - Growth - Direct Plan is ₹130.14.
You can consider SIP in Invesco India Contra Fund - Growth - Direct Plan as it has consistently outperformed the benchmark and has a Somewhat Good quality portfolio. Funds returns likely to be fairly different than its benchmark NIFTY 50 - TRI , as Funds portfolio is somewhat different.
Invesco India Contra Fund - Growth - Direct Plan fund’s expense ratio is 0.55%
The process for redemption is
The AUM of Invesco India Contra Fund - Growth - Direct Plan is currently ₹13,903 Crores.
The Top three stocks are ICICI Bank, HDFC Bank and NTPC and account for 17% of its portfolio. Top 5 and 10 stocks of fund account for 25% and 37% of fund’s portfolio respectively.
Top three sectors of Invesco India Contra Fund - Growth - Direct Plan fund are BFSI, Construction & Infrastructure and Healthcare accounting for 51% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Contra Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Invesco India Contra Fund - Growth - Direct Plan Fund is Equity - Contra Fund.
Taher Badshah and Dhimant Kothari manage the Invesco India Contra Fund - Growth - Direct Plan Fund.
Invesco India Contra Fund - Growth - Direct Plan current PE ratio is 39.73 and PB ratio is 5.95
The asset allocation of Invesco India Contra Fund - Growth - Direct Plan is Stocks : 96.52%, Debt : 1.29% and Gold : 2.16%
The minimum SIP amount for Invesco India Contra Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹1000.00
The exit load for Invesco India Contra Fund - Growth - Direct Plan is Nil upto 10% of units and 1% for above the limits on or before 1 year, Nil after 1 year