Invesco India Contra Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Multi Cap
Benchmark Type
S&P BSE 500
Scheme AUM (in Crs.)
₹ 1867.57
Expense Ratio
0.97%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 27556
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
48.69
(0.06 %)
NAV as on 2018-11-14
Returns
Fund
Invesco India Contra Fund - Direct Plan
1 Year
4.35%
3 Year
16.23%
5 Year
23.64%
AMC Details
amc launch date
Launch Date
24 Jul 2006
amc sponsor
Sponsor
NA
amc email
Email
mfservices@invesco.com
amc phone
Phone
022 - 67310000
amc address
Address
3rd Floor, GYS Infinity, Paranjpe B Scheme, Subhash Road, Vile Parle East, Mumbai 400057
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme seeks to generate capital appreciation through means of contrarian investing. It intends to identify potentially undervalued stocks across sectors utilising both top down and bottom up approach and then incubating such stocks for a while before they find favour with rest of the market.
Suitability
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
Fund Analysis
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.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,077
Portfolio Value
77
Total Returns