Comprehensive analysis of Invesco India Contra Fund (IDCW) (4210) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Invesco Asset Management (India) Pvt Ltd
To generate capital appreciation by investing predominantly in Equity and Equity Related Instruments through contrarian investing.
A comprehensive at-a-glance view of key mutual fund health indicators
Good Returns
High Risk
Moderate Expenses
Equity Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Fund manager experience
Recent performance momentum
Market exposure level
Historical performance consistency
Assets under management
Risk-adjusted returns
Fund management costs
This fund has outperformed its benchmark by 11.25% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| HDFC Bank Ltd | Banks | 8.11% |
| HDFC Bank Ltd | Banks | 7.79% |
| ICICI Bank Ltd | Banks | 7.41% |
| ICICI Bank Ltd | Banks | 6.97% |
| Infosys Ltd | IT - Software | 5.42% |
| Infosys Ltd | IT - Software | 4.74% |
| TREPS | Debt Others | 3.76% |
| Eternal Ltd | E-Commerce/App based Aggregator | 3.73% |
| Mahindra & Mahindra Ltd | Automobile | 3.56% |
| Mahindra & Mahindra Ltd | Automobile | 3.54% |
Compare against Contra Fund category average
This comparison shows how the fund performs relative to the Contra Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Contra Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| SBI Contra Fund - Direct (G) | ₹425.00 | 3.68% | 3.66% | 27.48% |
| SBI Contra Fund (G) | ₹389.30 | 3.24% | 2.72% | 26.32% |
| Kotak Contra Fund - Direct (G) | ₹178.06 | 3.79% | 3.93% | 28.05% |
| Invesco India Contra Fund - Direct (G) | ₹160.10 | 2.35% | 9.93% | 27.02% |
| Kotak Contra Fund (G) | ₹151.07 | 3.13% | 2.58% | 26.34% |
| Invesco India Contra Fund (G) | ₹136.67 | 1.79% | 8.72% | 25.58% |
| SBI Contra Fund - Direct (IDCW) | ₹89.69 | 3.68% | 3.66% | 27.48% |
| Invesco India Contra Fund - Direct (IDCW) | ₹74.62 | 2.32% | 9.91% | 27.02% |
| SBI Contra Fund (IDCW) | ₹67.51 | 3.24% | 2.72% | 26.32% |
| Kotak Contra Fund - Direct (IDCW) | ₹63.36 | 3.79% | 3.93% | 28.05% |
A seasoned investment professional with over 19 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.