Invesco India Contra Fund Direct Plan Payout of Income Dist cum Capital Wtdrl
NAV: ₹ 43.1 as on 28-01-2022
Invesco India Contra Fund Direct Plan Payout of Income Dist cum Capital Wtdrl is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Taher Badshah, Dhimant Kothari. The fund could potentially beat inflation in the long-run.
1) Invesco India Contra Fund Direct Plan Payout of Income Dist cum Capital Wtdrl has a NAV of 43.14 as on 29-Jan-2022.
2) Invesco India Contra Fund Direct Plan Payout of Income Dist cum Capital Wtdrl has 8556 Cr worth of assets under management (AUM) as on 29-Jan-2022 and is more than category average.
3) The fund has an expense ratio 0.55 %.
Fund Overview
Expense ratio | 0.55% | |
Benchmark | S&P BSE 500 India TR INR | |
AUM | ₹8556 Cr | |
Inception Date | 1 January, 2013 | |
Min Lumpsum/SIP | ₹1000/₹500 | |
Exit Load | 1% | |
Lock In | No Lock-in | |
TurnOver | 87.9% |
Fund Distribution
| Financial Services | 31.3% |
| Industrial | 17.4% |
| Tech | 13.2% |
| Basic Materials | 8.2% |
| Cyclical | 7.8% |
| Health | 6.4% |
| Utilities | 5.5% |
| Energy | 4.6% |
| Defensive | 2.8% |
| Communication | 2.1% |
| Real Estate | 0.8% |
Top Holdings
Fund Highlights
About the fund
Fund Allocations
AUM size ₹8556 Cr
Expense Ratio 0.55%
Taher Badshah is BE (Electronics), University of Mumbai; MMS (finance) from S.P. Jain Institute of Management
23 Years experience
Currently he is Chief Investment Officer for Invesco Asset Mangement (India) Private Limited. Mr. Taher has over 23 years of experience in Indian Equity Markets. Prior to joining Invesco, he worked as Head of Equities for Motilal Oswal Asset Management and also worked for companies such as Kotak Mahindra Investment Advisors, ICICI Prudential Asset Management and Alliance Capital Asset Management. Mr. Taher holds a Masters in Management Studies with a specialization in Finance from SP Jain Institute of Management and a B.E in Electronics from University of Mumbai.
Dhimant Kothari is B.Com; CA
13 Years experience
Mr. Kothari is currently a fund manager associated with Invesco Asset Management Company. He has over 13 years of experience in financial and equity research. Prior to joining Invescor Asset Management he worked as Senior Manager - Research for Credit Analysis & Research Ltd., analyzing companies across various sectors and preparing research reports for Lotus India Asset Management and CRISIL Ltd. Mr. Kothari is a Chartered Accountant and holds a commerce degree.
AMC details
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