Invesco India Contra Fund(IDCW)
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Business Overview
Invesco India Contra Fund (IDCW) is a dynamic equity mutual fund that aims to capitalize on market inefficiencies by investing in undervalued stocks. Designed for investors seeking long-term capital appreciation, this fund employs a contrarian investment strategy to identify potential growth opportunities. With a focus on quality companies, it provides a balanced approach to wealth creation while managing risks effectively. This fund is ideal for those looking to diversify their portfolio with a strategic investment that has the potential for significant returns.
- Dynamic equity mutual fund
- Focus on undervalued stocks
- Long-term capital appreciation
- Contrarian investment strategy
- Balanced risk management
- Ideal for portfolio diversification
Investment Thesis
Invesco India Contra Fund stands out due to its strong promoter credibility, robust growth potential in digital services, and attractive valuation compared to peers. This combination positions the fund as a compelling choice for investors seeking long-term capital appreciation.
- Strong backing from Invesco, a globally recognized asset management firm.
- Significant growth potential in the digital services sector, driving future returns.
- Attractive valuation metrics compared to industry peers, enhancing investment appeal.
- Proven track record in managing funds with a contrarian investment approach.
- Focus on high-quality stocks that can deliver consistent performance.
Opportunity vs Risk
- Strong long-term growth potential
- Diversified investment strategy
- Experienced fund management team
- Focus on undervalued stocks
- Market volatility impact
- High expense ratio
- Concentration in specific sectors
- Regulatory changes affecting performance
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10BusinessHighThe sector shows potential but lacks a strong moat.
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10GrowthHighRevenue growth has been consistent, but profit margins are fluctuating.
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10ProfitabilityHighROE and ROCE are decent, but OCF is inconsistent.
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8ValuationHighValuation metrics are slightly above peers.
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7BalanceHighDebt levels are manageable, but liquidity is a concern.
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6GovernanceGoodPromoter holding is strong, but there are some pledging issues.
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5DriversGoodGrowth drivers are present, but execution risks are high.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.