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Invesco India Contra Fund (G)

PLAN: Regular OPTIONS: Growth
45.850 0.27 (0.59%)

NAV as on 23 May, 2018

CRISIL MF RANK

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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Diversified Equity category by Crisil (for quarter ended Dec 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

View Top ranked funds in this category

Close Lotus India Mutual Fund renames as Religare Mutual Fund w.e.f. February 5, 2009.
Benchmark Index:
 
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Returns (NAV as on 23 May, 2018)

Period Returns (%) Rank #
1 mth -4.7 161
3 mth -1.0 55
6 mth 1.0 37
1 year 19.6 13
2 year 23.6 30
3 year 14.6 27
5 year 23.5 18

# Moneycontrol Rank within 227 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 14.9 3.0 3.5 15.8 44.9
2016 -3.7 8.5 7.5 -7.3 6.1
2015 5.8 -2.9 -2.2 2.1 3.8
2014 9.1 25.4 9.5 8.3 62.4
2013 -8.8 -2.5 -5.5 21.3 3.9

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -4.7 -1.0 1.0 19.6 23.6 14.6 23.5
Category avg -2.6 -0.8 -2.1 8.5 17.0 8.9 11.2
Difference of Fund returns and Category returns -2.1 -0.2 3.1 11.1 6.6 5.7 12.3
Best of category 1.7 5.5 10.4 33.1 39.9 23.7 28.2
Worst of category -7.2 -18.8 -22.8 -15.5 3.8 -0.1 6.6
Benchmark returns # -3.2 -1.8 -1.3 11.5 18.4 9.5 14.1
Difference of Fund returns and Benchmark returns -1.5 0.8 2.3 8.1 5.2 5.1 9.4
Invesco India Contra Fund (G) Review by Crisil - Rating: 4 (Rank 2 out of 5)
# Benchmark Index: S&P BSE 500

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Mar 15, 2007
Benchmark S&P BSE 500
Asset Size (Rs cr) 975.32 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Taher Badshah / Amit Ganatra
View performance of schemes managed by the Fund Manager
Notes Lotus India Mutual Fund renames as Religare Mutual Fund w.e.f. February 5, 2009.

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit load of 1% is payable if units are redeemed / switched -out on or before 2 years from the date of allotment.

Contact Details

Regd. Office Unit No. 2101 A, 21st Floor, A-Wing, Marathon Futurex, N. M. Joshi Marg, Lower Parel, Mumbai, 400 013
Tel. No. 022-67310000
Fax No. 022-23019422
Email mfservices@invesco.com
Website https://invescomutualfund.com/Home

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance Multi Cap - Direct (G) Rank 4
1,312.08 -3.9 -4.8 11.1 7.3 17.5
ICICI Pru Dynamic Plan (G) Rank 3
9,495.08 -2.9 -2.3 9.6 9.9 17.7
ICICI Pru Value Discovery Fund (G) Rank 5
14,066.47 -3.3 -2.5 4.9 6.8 21.0
ICICI Pru Value Discovery - DP (G) Rank 5
2,820.26 -3.1 -2.0 6.0 8.0 22.2
ICICI Pru Dynamic Plan - Direct (G) Rank 2
1,316.71 -2.6 -1.8 10.8 10.9 18.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 18)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 60.96 6.25
HDFC Banking/Finance 48.96 5.02
Reliance Oil & Gas 47.89 4.91
Infosys Technology 41.74 4.28
ICICI Bank Banking/Finance 39.89 4.09
Larsen Engineering 38.13 3.91
ITC Tobacco 38.04 3.90
Cipla Pharmaceuticals 34.53 3.54
HCL Tech Technology 33.94 3.48
M&M Automotive 33.06 3.39

Full Portfolio

Sector Allocation (Mar 31, 18)

Sector %

1-Year

HighLow

Banking/Finance 25.57 27.96 27.96
Automotive 12.57 10.42 10.42
Technology 11.15 10.58 10.58
Oil & Gas 10.37 10.86 10.86
Engineering 6.22 1.76 1.76
Pharmaceuticals 5.36 4.61 4.61

View All Sectors

Asset Allocation (%)(Mar 31, 18)

Equity 93.30
Others 3.15
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.53

View All

Concentration

Holdings (%)
Top 5 24.55
Top 10 42.77
Sector (%)
Top 3 49.29

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