Investment Objective and Approach

Invesco India Contra Fund employs a contrarian investment strategy, focusing on identifying undervalued stocks with strong fundamentals that are currently out of favor with the market. The fund seeks to generate long-term capital appreciation by investing in equity and equity-related securities of companies that appear to be trading below their intrinsic value due to temporary market conditions or investor sentiment.

The fund follows a value-oriented investment approach, carefully selecting stocks that most investors avoid but possess solid business fundamentals and potential for future growth. This contrarian methodology requires patience as it may take time for the market to recognize the true value of these investments. The fund managers conduct thorough market analysis and study investor sentiment to identify potential turnaround stories and companies positioned for recovery.

The investment strategy focuses on stock selection where fund managers pick stocks that are currently out of favour with the majority of investors but have strong fundamentals, analyze market trends and investor sentiment to identify potential turnaround stories, and maintain patience as contra funds require a longer time horizon for the market to recognize the value of investments.

Fund Managers

Amit Ganatra and Taher Badshah are the current fund managers of Invesco India Contra Fund. Both managers bring extensive experience in equity research and portfolio management to the fund. Their combined expertise in identifying undervalued opportunities and managing contrarian investment strategies has been instrumental in the fund's performance.

The fund management team focuses on rigorous fundamental analysis to identify companies with strong business models that are temporarily facing headwinds. Their investment philosophy centers around buying quality businesses at attractive valuations and holding them until the market recognizes their true worth.

About the Fund House (AMC)

Invesco is an independent investment management firm based in Atlanta, Georgia, with presence in 25 countries worldwide, serving clients from 120 countries and employing 8,000 people globally. Invesco entered India in 2013 in partnership with Religare Securities Ltd. to form Religare Invesco Asset Management Co. Ltd., initially owning a 49% stake. In 2016, Invesco acquired the remaining 51% shareholding and renamed it as Invesco Mutual Fund.

The company is a trust set up under the Indian Trusts Act, 1882 and registered with SEBI under registration code MF/052/06/01 dated 05 May 2006. Invesco Asset Management (India) aims to serve the investment needs of individual investors, corporate and institutions through mutual funds and sub-advised portfolios.

As of March 2024, Invesco Asset Management is managing an Average AUM of ₹74,314.38 crores, and as of May 31, 2023, 80 mutual fund schemes are available through Invesco Mutual Fund.

The asset management company is known for its disciplined investment approach and focus on delivering consistent long-term performance across various asset classes. Invesco's global investment expertise combined with local market knowledge enables them to offer well-researched investment solutions to Indian investors.

Should I Invest in Invesco India Contra Fund?

Invesco India Contra Fund can be suitable for investors who:

Ideal for:

- Have a long-term investment horizon (5+ years)

- Understand and can tolerate high volatility

- Believe in contrarian investment philosophy

- Seek exposure to undervalued quality stocks

- Want diversification through a specialized investment strategy

Key Performance Metrics (as of August 2025):

- AUM: ₹19,287.72 crores as of 14th August 2025

- Expense Ratio: 0.52% as of 14th August 2025

- CAGR Returns: 19.24% since inception, with 1-year returns at 12.57%, 3-year at 24.78%, and 5-year at 28.69%

- Minimum Investment: ₹1,000 for lump sum and ₹100 for SIP

Investment Considerations:

- The fund is rated as Very High risk

- Contrarian funds typically require longer time horizons to deliver results

- Performance can be volatile in the short term

- The fund has one of the lowest expense ratios in the contra category at 0.59%, which is lower than the category average of 1.1%

The fund's contrarian approach may not be suitable for conservative investors or those seeking quick returns. However, for patient investors with high risk tolerance, it offers exposure to a unique investment strategy managed by experienced professionals.

FAQs

What is today's NAV of Invesco India Contra Fund?

The NAV changes daily based on market conditions. You can check the latest NAV on Allvest or the fund's official website for real-time updates.

What is the AUM of Invesco India Contra Fund?

The AUM is ₹19,287.72 crores as of 14th August 2025.

What is the expense ratio of Invesco India Contra Fund?

The expense ratio is 0.52% as of 14th August 2025.

What are the returns of Invesco India Contra Fund since inception?

The fund has delivered a CAGR return of 19.24% since inception.

What is the minimum SIP amount to invest in Invesco India Contra Fund?

The minimum SIP amount is ₹100.

How do I invest in Invesco India Contra Fund?

You can invest through Allvest by registering online, selecting the fund, choosing your investment amount and mode (SIP/Lumpsum), completing KYC, and processing payment.

How to start a SIP in Invesco India Contra Fund?

Register on Allvest, select Invesco India Contra Fund, choose SIP option with your preferred frequency (monthly/quarterly), set the amount (minimum ₹100), and complete the investment process.

How do I automate an SIP in Invesco India Contra Fund?

Through Allvest, you can set up auto-debit instructions for your SIP by linking your bank account and selecting auto-pay options during the SIP setup process.

How can I withdraw/redeem my investment in Invesco India Contra Fund?

You can redeem your investment through Allvest online platform or by submitting a redemption request. The fund has no lock-in period, allowing flexible redemptions subject to exit load conditions.