Invesco India Contra Fund Direct Plan Reinvestment 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 Reinvestment of Income Dist cum Capital Wtdrl has a NAV of ₹41.17 as on 27-01-2023.
2) Invesco India Contra Fund Direct Plan Reinvestment of Income Dist cum Capital Wtdrl has ₹9634 Cr worth of assets under management (AUM) as on 30-11-2022 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 | ₹9634 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 Reinvestment of Income Dist cum Capital Wtdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 0.8% | 0.8% |
6 Month Returns | 6.58% | 6.58% |
1 Year Returns | 3.57% | 3.57% |
3 Years Returns | 59.01% | 16.72% |
5 Years Returns | 66.89% | 10.79% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Invesco India Contra Fund Direct Plan Reinvestment of Income Dist cum Capital Wtdrl | -0.26 | 1.29 | 0.02 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Invesco India Contra Fund Direct Plan Reinvestment of Income Dist cum Capital Wtdrl | 0.91 | 0.97 | 0.97 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Invesco India Contra Fund Direct Plan Reinvestment of Income Dist cum Capital Wtdrl | 0.04 | 0.7 | 0.41 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Invesco India Contra Fund Direct Plan Reinvestment of Income Dist cum Capital Wtdrl | 15.2 | 22.44 | 19.56 |
Mutual Fund execution provided by
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.