Invesco India Contra Fund (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Invesco India Contra Fund (G) (4209) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Invesco India Contra Fund (G)
Invesco Asset Management (India) Pvt Ltd
To generate capital appreciation by investing predominantly in Equity and Equity Related Instruments through contrarian investing.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
Moderate Expenses
Portfolio Mix
Equity Focused
Management
Experienced Team
Quality Score
Average Quality
Invesco India Contra Fund (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Management Stability
Fund manager experience
Equity Exposure
Market exposure level
Long-term Track Record
Historical performance consistency
Alpha Generation
Outperformance vs benchmark
1-Year Returns
Recent performance momentum
Fund Size
Assets under management
Risk Assessment
Risk-adjusted returns
Cost Efficiency
Fund management costs
Investment Timing Insights
3Y Performance Comparison
This fund has outperformed its benchmark by 5.21% over the 3Y period.
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| HDFC Bank Ltd | Banks | 7.79% |
| ICICI Bank Ltd | Banks | 6.97% |
| Infosys Ltd | IT - Software | 4.74% |
| TREPS | Debt Others | 3.76% |
| Eternal Ltd | E-Commerce/App based Aggregator | 3.73% |
| Mahindra & Mahindra Ltd | Automobile | 3.56% |
| Axis Bank Ltd | Banks | 2.88% |
| Apollo Hospitals Enterprise Ltd | Healthcare | 2.77% |
| Coforge Ltd | IT - Software | 2.14% |
| Bharti Airtel Ltd Partly Paidup | Telecom-Service | 1.96% |
Sector Breakdown
Compare against Contra Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Contra Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Contra Fund category
Invesco India Contra Fund (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| SBI Contra Fund - Direct (G) | ₹418.86 | 11.79% | -3.95% | 21.23% |
| SBI Contra Fund (G) | ₹382.76 | 11.31% | -4.79% | 20.13% |
| Kotak Contra Fund - Direct (G) | ₹182.89 | 17.81% | -2.20% | 22.49% |
| Invesco India Contra Fund - Direct (G) | ₹162.24 | 16.05% | -0.76% | 20.91% |
| Kotak Contra Fund (G) | ₹154.59 | 17.05% | -3.46% | 20.86% |
| SBI Contra Fund - Direct (IDCW) | ₹88.40 | 11.79% | -3.95% | 21.23% |
| Invesco India Contra Fund - Direct (IDCW) | ₹75.61 | 16.03% | -0.78% | 20.90% |
| SBI Contra Fund (IDCW) | ₹66.37 | 11.31% | -4.79% | 20.13% |
| Kotak Contra Fund - Direct (IDCW) | ₹65.08 | 17.81% | -2.20% | 22.49% |
| Invesco India Contra Fund (IDCW) | ₹56.35 | 15.41% | -1.84% | 19.54% |
Category Average Returns
Taher Badshah
A seasoned investment professional with over 19 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.