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you are here: Moneycontrol Mutual Funds Diversified Equity Invesco Mutual Fund Invesco India Contra Fund - Direct Plan (G)

Invesco India Contra Fund - Direct Plan (G)

Plan: Direct | Option: Growth | Type : Open-Ended | AMFI Code: 120348
Buy
50.070 -0.13 ( -0.26 %)
NAV as on 19 Jul, 2018
Crisil MF Rank
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FUND CLASS
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Info

Very Good performance in the category

The scheme is ranked 1 in Diversified Equity category by Crisil (for quarter ended Mar 2018 ) 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.

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Returns (NAV as on Jul 19, 2018)
Period Returns(%) Rank#
1 Month -0.5 71
3 Months -3.1 97
6 Months -4.0 52
1 Year 14.7 11
2 Years 20.9 5
3 Years 14.7 13
5 Years 26.5 5

# Moneycontrol Rank within 227 Diversified Equity Schemes

*Returns over 1 year are Annualised

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

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -5.1 1.7 - - -
2017 15.3 3.4 3.9 16.2 47.4
2016 -3.3 9.0 8.0 -6.9 8.0
2015 6.3 -2.5 -2.0 2.3 5.2
2014 9.3 25.7 9.8 8.8 64.6
2013 -9.9 -2.4 -5.3 21.6 3.3

View where it stands within its peers

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns -0.5 -3.1 -4 14.7 20.9 14.7 26.5
Category average -1.4 -3.9 -7.2 2.6 11.2 7.3 11.3
Difference of Fund returns and Category returns 0.9 0.8 3.2 12.1 9.7 7.4 15.2
Best of Category 4.4 8.1 13.1 32.6 24.4 19.5 27.9
Worst of Category -6.3 -15.2 -27.1 -23.2 -2.4 -2.1 6.6
Benchmark returns # 0.1 -0.6 -4.8 7.8 13.6 9.3 14.8
Difference of Fund returns and Benchmark returns -0.6 -2.5 0.8 6.9 7.3 5.4 11.7
# Benchmark Index: S&P BSE 500

Investment Information

Investment Objective

To generate capital appreciation by investing predominantly in Equity and Equity Related Instruments through contrarian investing.

Registrars
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
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
ICICI Prudential Value Discovery Fund (G) 13,496.56 142.8 -0.8 -5.1 4.2 6.7 22.4
Kotak Standard Multicap Fund - Regular Plan (G) 14,381.20 33.3 0.6 -2.3 6.0 11.7 21.1
Motilal Oswal Multicap 35 Fund - Regular Plan (G) 7,777.54 26.4 -2.3 -4.6 6.4 12.4 0.0
Motilal Oswal Multicap 35 Fund - Direct Plan (G) 5,206.92 27.5 -2.1 -4.1 7.4 13.4 0.0
ICICI Prudential Multi-Asset Fund (G) 10,048.01 245.2 -5.7 -8.7 1.1 9.7 16.8
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on May 31, 2018
Company Sector Value %Assets
HDFC Bank Banking/Finance - 6.80
HDFC Banking/Finance - 5.20
Reliance Oil & Gas - 5.15
Larsen Engineering - 5.09
M&M Automotive - 4.57
ICICI Bank Banking/Finance - 4.56
Infosys Technology - 4.27
ITC Tobacco - 4.10
Exide Ind Automotive - 3.18
Guj State Petro Oil & Gas - 3.06
Asset Allocation (%) As on May 31, 2018
Equity 97.69
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 2.32
Sector Allocation (%) As on May 31, 2018
Sector %
Banking/Finance 27.89
Automotive 13.04
Oil & Gas 12.23
Technology 9.49
Engineering 6.62
Miscellaneous 4.75
Concentration As on May 31, 2018
Holdings %
Top 5 26.81
Top 10 97.69
Sectors %
Top 3 53.16
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