The Invesco India Contra Fund is an actively managed, open-ended equity mutual fund that seeks to provide its investors with long-term capital appreciation through investments in a well-diversified portfolio of equity and equity related instruments. The main differentiating factor about this fund is that it is a “contra fund”, this means that the fund manager makes investments contrary to the prevailing market trends. The fund was launch in April 2007 and has been a top performer in its category.
The investment objective of the Scheme is to generate capital appreciation
through investment in equity and equity related instruments. The Scheme will seek to generate capital appreciation through means of contrarian investing.
This product is suitable for investors who are seeking
• capital appreciation over long-term z
• investment in equity and equity-related instruments through means of contrarian investing
A veteran in the industry, the fund follows a contra strategy and looks out for companies which have a high intrinsic value in them and captures on the mispricing if any. Beacuse of this, the fund at times is not able to beat its peers in the short run but emerges as a star performer in the long run while sticking to its name and containing losses during bear phases. A steady fund management, a well diversifies portfolio with exposures to different sectors and categories, consistency in performance and a scalable AUM makes it a convincing to invest in the fund.