Invesco India Contra Fund - Regular Plan - IDCW (Payout / Reinvestment)
Expense Ratio: 1.63
Risk: Very High
Equity Scheme - Contra Fund
Plan: Regular
Benchmark: BSE 500 TRI
Inception: 15-02-2007
Exit Load: Nil
Fund Size:₹20,676.56 Cr
Performance
1Y
Fund-15.58%
Cat. Avg.-6.33%
2Y
Fund-8.64%
Cat. Avg.-4.06%
3Y
Fund8.14%
Cat. Avg.10.84%
5Y
Fund5.71%
Cat. Avg.11.23%
10Y
Fund7.01%
Cat. Avg.13.79%
SI
Fund8.29%
Cat. Avg.10.37%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | ICICI Bank Limited | 1260.60 | 6.30% |
| 2 | Larsen & Toubro Limited | 1050.46 | 5.25% |
| 3 | Axis Bank Limited | 778.70 | 3.89% |
| 4 | Mahindra & Mahindra Limited | 682.02 | 3.41% |
| 5 | Reliance Industries Limited | 631.20 | 3.16% |
| 6 | Infosys Limited | 606.88 | 3.04% |
| 7 | State Bank of India | 523.14 | 2.62% |
| 8 | Cholamandalam Investment and Finance Company Limited | 521.28 | 2.61% |
| 9 | Bharti Airtel Limited | 486.86 | 2.43% |
| 10 | Apollo Hospitals Enterprise Limited | 446.65 | 2.23% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 56471 | -5.9% | -11.9% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.10 L. | -8.5% | -8.7% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.71 L. | -4.8% | -3.3% |
| 5Y | 08 Nov, 21 | 3 L. | 3.45 L. | +15.0% | +5.7% |
| 10Y | 07 Nov, 16 | 6 L. | 9.09 L. | +51.6% | +8.1% |
| SI | 07 May, 07 | 11.70 L. | 29.94 L. | +155.9% | +8.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 84419 | -15.6% | -15.6% |
| 2Y | 16 Oct, 24 | 1 L. | 83471 | -16.5% | -8.6% |
| 3Y | 16 Oct, 23 | 1 L. | 1.26 L. | +26.4% | +8.1% |
| 5Y | 18 Oct, 21 | 1 L. | 1.31 L. | +30.7% | +5.5% |
| 10Y | 17 Oct, 16 | 1 L. | 2.00 L. | +99.6% | +7.2% |
| SI | 12 Apr, 07 | 1 L. | 4.73 L. | +373.3% | +8.3% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.