Invesco India Contra

Diversified

Equity

India Super Value

Others

Small Cap

Emotionally driven

Investor Profile

1–7 yearsInvestment Horizon

HNI, UHNI, Retail Investor, Mass AffluentTarget Segments

SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

Invesco India Contra Fund Growth invests in undervalued Indian companies offering good long-term potential.

What This Strategy Does

Invesco India Contra Fund Growth is an equity fund which captures India's broad-based earnings growth through a contrarian investment approach, deploying capital across financials, industrials, and consumer sectors to achieve benchmark-aligned compounding.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

-3.5% AnnuallyAlpha

+11.8% vs +9.2% benchmarkSince Inception

+12.4% vs +6.1% benchmark3Y Annualized

+9.6% vs +4.5% benchmark5Y Annualized

Invesco India Contra

Benchmark Index

Benchmark Performance Comparison

Invesco India Contra Fund

NIFTY 50

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Risk Profile

Standard Deviation17.6%

Maximum Drawdown-17.9% | Oct 2024

Sharpe Ratio-0.26

Beta1.00

Upside Capture110%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Core Investment Theme

Capitalizes on India's structural growth by investing in companies that defy the economic cycle. This contrarian approach seeks out quality businesses trading at discounts due to temporary challenges or market overreactions.

Portfolio Holdings Overview

SectoralAllocation

Technology9.75%

Capital Goods19.52%

Services15.35%

Energy & Infra7.42%

Consumers17.34%

Financial Services30.62%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

ICICI Bank LtdFinancial Services6.43%

Larsen & Toubro LtdCapital Goods4.86%

Mahindra & Mahindra LtdConsumers3.56%

State Bank of IndiaFinancial Services2.91%

Cholamandalam Investment and Finance Co LtdFinancial Services2.68%

Infosys LtdTechnology2.62%

Bharti Airtel LtdServices2.58%

Axis Bank LtdFinancial Services2.51%

Coforge LtdTechnology2.36%

The Federal Bank LtdFinancial Services2.30%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Taher Badshah

Lead Portfolio Manager

Mr. Taher Badshah has experience of 32 years. Manages 42 funds at Invesco Asset Management (India) Private Ltd with an AUM of approximately ₹25,381 Cr Holds a M.M.S degree.

CW Expert Take

Invesco brings international research depth to Indian portfolio management. Their approach balances quantitative screening with fundamental analysis. The fund house is known for conviction-based investing—whether in equity stock selection or credit quality decisions—backed by rigorous debate and research validation.

32 years

Combined Team Experience

₹ 25,381 Cr

Assets Under Management

Firm Overview

AMCInvesco Asset Management (India) Private Ltd

Total AUM₹1,39,747.2 Cr

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)1.41%

Exit Load1%

Regulatory & Tax Information

INF205K01189

ISIN

DailyDealing Frequency

BSE 500 India TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)