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Invesco India Contra Fund - Direct Plan Idcw Payout

Equity | Thematic - Contra

(NAV as of 28/10/2024)
72.28 (0.36)

3Y Returns

18.12%

Min SIP

500

Min Lumpsum

1000

Expense Ratio

0.62%

Fund Size

9434 Cr

Inception Date

01-Jan-13

Fund Manager

Taher Badshah

Exit Load

Nil upto 10% of units and 1% for above the limits on or before 1Y, Nil after 1Y.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

96.36%

Debt & Others

3.64%

Market Cap Allocation

Large Cap

72.63%

Mid Cap

15.28%

Small Cap

9.18%

Other Cap

2.91%

Sector Allocation

Banks

20.68%

Internet and Technology

12.68%

Automobiles

8.53%

Power

8.32%

Pharmaceuticals

7.43%

Top Ten Holdings

ICICI Bank Ltd

6.15%

HDFC Bank Ltd

5.61%

Infosys Ltd

5.23%

NTPC Ltd

5.21%

Larsen & Toubro Ltd

3.38%

Investment Objective

To Generate Capital Appreciation By Investing Predominantly In Equity And Equity Related Instruments Through Contrarian Investing.

Fund House Detail

AMC Name

Invesco Asset Management Company Pvt Ltd.

Address

2101-A, A Wing, 21st Floor, Marathon Futurex,N. M. Joshi Marg, Lower ParelMumbai - 400 013

BUILD WEALTH WITH CONFIDENCE

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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Wealthzi Investment Advisers (A division of Lime Internet Private Limited)

[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]

[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sanjeev Johari, Email: [email protected]]

[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]

Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.