Invesco India Contra Fund

Review Date: 25-03-2025

Beginning of Analysis

The Invesco India Contra Fund has shown an excellent past performence in Contra Fund category. The Invesco India Contra Fund has a Jensen Alpha of 4.56% which is lower than the category average of 6.52%, showing poor performance. The Invesco India Contra Fund has a Sharpe Ratio of 0.66 which is lower than the category average of 0.8, showing poor performance.
The past performance of the Invesco India Contra Fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds.
Contra Mutual Funds are ideal for aggressive investors seeking higher returns by capitalizing on undervalued or out-of-favor stocks. These funds follow a contrarian investment strategy, which involves higher risk but also the potential for significant rewards if the strategy succeeds. Investors should have a long-term investment horizon and a high risk tolerance to invest in these funds. Additionally, the success of these funds depends heavily on the fund manager's skill in identifying undervalued stocks and timing the market correctly. Investors should carefully assess their risk appetite and financial goals before investing in Contra Funds.

Invesco India Contra Fund Return Analysis

The fund has given a return of 4.53%, -7.21 and -12.29 in last one, three and six months respectively. In the same period the category average return was 4.57%, -5.54% and -11.52% respectively. The fund has given a return of 17.75% in one year, 20.34% in three years, 31.35% in five years and 16.39% in ten years. In the same period the Retirement Fund category average return was 12.85%, 21.63%, 34.65% and 16.08% respectively. The fund has shown average performance in last five years in Retirement Fund.

The fund has given a SIP return of -0.52% in last one year. In the same period the category average SIP return was -2.52%. The fund has SIP return of 21.54% in last three years whereas category average SIP return is 21.29%. The category average SIP return is 24.11% and the fund has given a SIP return of 22.07% in last five years.

The benchmark Nifty 500 Total Return Index has given a return of 8.25%, 14.66% and 28.77% in last one, three and five years respectively.

Invesco India Contra Fund Risk Analysis

The fund has a standard deviation of 14.58 and semi deviation of 10.61. The category average standard deviation is 14.13 and semi deviation is 10.11. The fund has a Value at Risk (VaR) of -18.99 and a maximum drawdown of -17.88. The category average VaR is -16.78 and the maximum drawdown is -17.23. The fund has a beta of 0.98 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.