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 indicatorsHover or click any card to view detailed metrics
Weak 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.
Fund manager experience
Market exposure level
Historical performance consistency
Outperformance vs benchmark
Recent performance momentum
Assets under management
Risk-adjusted returns
Fund management costs
This fund has outperformed its benchmark by 5.21% over the 3Y period.
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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 | 7.79% |
| ICICI Bank Ltd | Banks | 6.97% |
| 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% |
| Axis Bank Ltd | Banks | 2.88% |
| Apollo Hospitals Enterprise Ltd | Healthcare | 2.77% |
| Coforge Ltd | IT - Software | 2.14% |
| Bharti Airtel Ltd Partly Paidup | Telecomm-Service | 1.96% |
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) | ₹414.41 | 11.79% | -3.95% | 21.23% |
| SBI Contra Fund (G) | ₹379.04 | 11.31% | -4.79% | 20.13% |
| Kotak Contra Fund - Direct (G) | ₹176.04 | 17.81% | -2.20% | 22.49% |
| Invesco India Contra Fund - Direct (G) | ₹157.76 | 16.05% | -0.76% | 20.91% |
| Kotak Contra Fund (G) | ₹149.03 | 17.05% | -3.46% | 20.86% |
| Invesco India Contra Fund (G) | ₹134.41 | 15.41% | -1.85% | 19.54% |
| SBI Contra Fund - Direct (IDCW) | ₹87.46 | 11.79% | -3.95% | 21.23% |
| Invesco India Contra Fund - Direct (IDCW) | ₹73.53 | 16.03% | -0.78% | 20.90% |
| SBI Contra Fund (IDCW) | ₹65.73 | 11.31% | -4.79% | 20.13% |
| Kotak Contra Fund - Direct (IDCW) | ₹62.65 | 17.81% | -2.20% | 22.49% |
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.