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Invesco India Contra Fund(IDCW)
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.52 | 44.70 | 1.78 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.11 | 39.56 | 1.53 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 1,000 |
| BenchmarkBenchmark |
|---|
| — |
About Contra Fund
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.
Peers & Comparison
EquityContra Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Invesco India Contra Fund(IDCW) | 35.91% | 20.57% | 15.08% |
| SBI Contra Fund(IDCW-Payout) | 24.62% | 25.70% | 14.33% |
| Kotak India EQ Contra Fund(IDCW-Payout) | 29.07% | 24.68% | 10.86% |
Price Comparison
Compare Invesco India Contra Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 1.95 %
Holdings
7.34 %
1.95 % - ICICI Bank Ltd3M change : 0.70 %
Holdings
7.15 %
0.70 % - Infosys Ltd3M change : 0.36 %
Holdings
6.33 %
0.36 %
AMC Profile
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
38
Total AUM
₹ 1,08,983.47 Cr.
Fund Manager Profile
Taher Badshah
AUM: ₹30,239.44 Cr.
|
Exp: 18yrs
Amit Ganatra
AUM: ₹34,369.62 Cr.
|
Exp: 10yrs
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%