Invesco India Contra Fund - Direct Plan - Growth
Expense Ratio: 0.53
Risk: Very High
Equity Scheme - Contra Fund
Plan: Direct
Benchmark: BSE 500 TRI
Inception: 15-02-2007
Exit Load: Nil
Fund Size:₹20,676.56 Cr
Performance
1Y
Fund-2.36%
Cat. Avg.2.00%
2Y
Fund2.45%
Cat. Avg.3.08%
3Y
Fund16.21%
Cat. Avg.17.13%
5Y
Fund14.48%
Cat. Avg.16.74%
10Y
Fund16.49%
Cat. Avg.16.95%
SI
Fund17.59%
Cat. Avg.13.31%
Fund Facts
Beta
0.99
Std Dev
11.67%
PE Ratio
28.24
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 | HDFC Bank Limited | 1160.93 | 6.57% |
| 2 | ICICI Bank Limited | 898.11 | 5.08% |
| 3 | Infosys Limited | 763.99 | 4.33% |
| 4 | Larsen & Toubro Limited | 666.02 | 3.77% |
| 5 | Mahindra & Mahindra Limited | 656.67 | 3.72% |
| 6 | Reliance Industries Limited | 655.59 | 3.71% |
| 7 | Axis Bank Limited | 604.01 | 3.42% |
| 8 | Bharti Airtel Limited | 468.57 | 2.65% |
| 9 | Triparty Repo | 404.93 | 2.29% |
| 10 | Cholamandalam Investment and Finance Company Limited | 394.55 | 2.23% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 60569 | +0.9% | +2.0% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.23 L. | +2.1% | +2.2% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.02 L. | +12.2% | +7.9% |
| 5Y | 09 Aug, 21 | 3 L. | 4.18 L. | +39.4% | +13.5% |
| 10Y | 08 Aug, 16 | 6 L. | 13.85 L. | +130.9% | +16.1% |
| SI | 07 Jan, 13 | 8.15 L. | 28.63 L. | +251.3% | +17.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 97644 | -2.4% | -2.4% |
| 2Y | 16 Jul, 24 | 1 L. | 1.05 L. | +5.0% | +2.5% |
| 3Y | 17 Jul, 23 | 1 L. | 1.56 L. | +56.2% | +16.0% |
| 5Y | 16 Jul, 21 | 1 L. | 1.97 L. | +96.6% | +14.5% |
| 10Y | 18 Jul, 16 | 1 L. | 4.62 L. | +361.5% | +16.5% |
| SI | 02 Jan, 13 | 1 L. | 8.97 L. | +797.0% | +17.6% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹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.