Other Funds in the same category are generating better returns
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.52 | 48.00 | 2.62 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.11 | 43.04 | 2.46 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
BSE 500 - TRI |
Contra funds invest in stocks that are not performing very well at a particular time. These investments focus on under-owned sector which have high potential but being neglected by investors.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Invesco India Contra Fund(IDCW) | 51.99% | 19.31% | 15.68% |
SBI Contra Fund(IDCW-Payout) | 42.38% | 26.62% | 15.04% |
Kotak India EQ Contra Fund(IDCW-Payout) | 50.36% | 23.14% | 11.46% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
6.83 %
Holdings
6.52 %
Holdings
6.24 %
Invesco is an independent investment management firm based in Atlanta, Georgia. The company has presence in 25 countries worldwide, serves clients from 120, and has a workforce of 8,000 employees globally.
No.of Schemes
37
Total AUM
₹ 1,01,370.60 Cr.
Taher Badshah
AUM: ₹29,591.08 Cr.
|
Exp: 18yrs
Amit Ganatra
AUM: ₹34,384.87 Cr.
|
Exp: 10yrs
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Other Funds in the same category are generating better returns