Fund Insights
In the last 1 year, SBI Contra Fund Direct Growth has given 11.55% return, outperforming this fund by 8.06%
In the last 3 years, SBI Contra Fund Direct Growth has given 29.17% return, outperforming this fund by 12.35% per annum
In the last 5 years, Kotak India EQ Contra Fund - Growth - Direct has given 14.59% return, outperforming this fund by 1.91% per annum
This fund has one of the lowest expense ratio in the category (contra). Its expense ratio is 0.62% which is lower than the category average expense ratio of 1.32%
Invesco India Contra Fund Direct Plan Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Dhimant Kothari, Taher Badshah. The fund could potentially beat inflation in the long-run.
1) Invesco India Contra Fund Direct Plan Growth has a NAV of ₹89.84 as on 07-02-2023.
2) Invesco India Contra Fund Direct Plan Growth has ₹9487 Cr worth of assets under management (AUM) as on 31-12-2022 and is more than category average.
3) The fund has an expense ratio 0.62 %.
Expense ratio | 0.62% |
Benchmark | S&P BSE 500 India TR INR |
AUM | ₹9487 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹1000/₹500 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 53% |
Invesco India Contra Fund Direct Plan Growth | Absolute Returns | CAGR Returns |
1 Month Returns | -0.26% | -0.26% |
6 Month Returns | 3.24% | 3.24% |
1 Year Returns | 3.49% | 3.49% |
3 Years Returns | 59.46% | 16.83% |
5 Years Returns | 81.64% | 12.68% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Invesco India Contra Fund Direct Plan Growth | 0.44 | 1.26 | 0.99 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Invesco India Contra Fund Direct Plan Growth | 0.91 | 0.96 | 0.98 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Invesco India Contra Fund Direct Plan Growth | -0.1 | 0.65 | 0.4 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Invesco India Contra Fund Direct Plan Growth | 15.52 | 22.52 | 19.72 |
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Technology facilitation Services provided by Finzoom Investment Advisors Pvt. Ltd. - Advisory unit. SEBI Registered Investment Advisor: INA100012190 | BASL Registration No. 1154 | BSE StarMF Platform code: 24801
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.