Invesco India Contra Fund
Contra Fund
Launch Date: 15 Feb 2007
Suitable for
Investment Period
3+ year investments
Low risk investors
Prefer steady, predictable returns over high growth.
Invesco India Contra Fund
Contra Fund
Fund Health
Returns 📈
Typically 15-22% if held 3+ years
Risk ⚠️
Risk of less than FD returns -
Low
Quality 🏆
Extra Returns for the Risk -
Poor
Consistency of Performance -
Strong
Peer Performance
| Fund | Rolling 3Y Returns | Last 3Y Returns | Risk < FD Returns | Consistency Of Performance |
|---|---|---|---|---|
Invesco India Contra Fund | 18% | 17% | 6% | Strong |
Kotak Contra Fund | 18% | 19% | 8% | Average |
Sbi Contra Fund | 19% | 17% | 21% | Poor |
Nifty 500 Benchmark | 15% | 16% | 9% | — |
Contra Fund Category Average | 18% | 18% | 9% | — |
Return
Long Term -
Good
Better or close to other funds / index
Recent
Good
Better or close to other funds / index
Overall
Strong
Does well in both long-term and recent performance
Risk
Risk of low returns
Good
Better or close to other funds in avoiding low returns
Extra Return for the Risk
Bad
Delivers poor returns for the risk taken compared to peers
Consistency
Good
Consistently outperforms - rarely underperforms compared to peers
Overall Performance
Overall
Average
Moderate overall performance across all metrics
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Details
AUM
₹5707 Cr
Expense Ratio
0.53%
Exit Load
If upto 10% of Units allotted are redeemed / switched-out within 1 year from the date of allotment - Nil. For any redemption / switchout in excess of 10% of units allotted within one year from the date of allotment - 1%. If units are redeemed or switched-out after 1 year from the date of allotment -Nil
Minimum Amount
N/A
Fund Manager
Taher Badshah, Amit Ganatra
Fund House
Invesco Asset Management (India) Private Limited
Launch Date
15 Feb 2007
Age
19 years
Category
Contra Fund
Benchmark
Nifty 500 TRI
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