Invesco India Contra Fund

Invesco India Contra Fund

Portfolio as of Sep 2025
Contra
Stocks added for the first time:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
Afcons Infrastructure LtdCivil Construction0.594Sep 20250.520
Stocks exited in Sep 2025:
Name
Industry
Ownership (%)
Portfolio (%)
MoM Change (%)
NTPCPower Generation0.0000.000-100
Central Depository Services (India)Pesticides & Agrochemicals0.0000.000-100
Equitas Small Finance BankOther Bank0.0000.000-100
Stocks where the stakes increased:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
MoM Change (%)
DelhiveryLogistics Solution Provider0.339Aug 20250.590333.35
Suven PharmaceuticalsPharmaceuticals0.869Jul 20241.52052.94
Timken IndiaAbrasives & Bearings0.638Feb 20250.75038.06
MphasisComputers - Software & Consulting0.205Apr 20250.54015.2
Varun Beverages LtdOther Beverages0.152Feb 20251.19012.75
Cholamandalam Investment & Finance CompanyNon Banking Financial Company (NBFC)0.344Dec 20212.45010.64
Larsen & Toubro InfotechComputers - Software & Consulting0.185Feb 20231.4706.01
InfosysComputers - Software & Consulting0.153Sep 20134.7704.56
Mahindra & MahindraPassenger Cars & Utility Vehicles0.179Oct 20213.9703.77
Stocks where the stakes decreased:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
MoM Change (%)
Britannia IndustriesPackaged Foods0.059May 20240.450-19.51
ZomatoE-Retail/ E-Commerce0.231Jun 20233.780-4.71
Stocks where stakes remained the same:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
HDFC BankPrivate Sector Bank0.097Apr 20147.390
ICICI BankPrivate Sector Bank0.127May 20176.380
Larsen & ToubroCivil Construction0.134Sep 20203.520
Axis BankPrivate Sector Bank0.168Jun 20203.070
Apollo Hospitals EnterpriseHospital0.495Mar 20242.750
Bharti Airtel Ltd. - (Partly Paid up Equity SPesticides & Agrochemicals0.670Oct 20211.930
Bharat ElectronicsAerospace & Defense0.120Dec 20181.860
Kotak Mahindra BankPrivate Sector Bank0.082May 20241.700
Glenmark PharmaceuticalsPharmaceuticals0.589Jun 20241.690
Avenue SupermartsDiversified Retail0.106Feb 20231.620
REC LimitedFinancial Institution0.307Jan 20241.570
Prestige Estates ProjectsResidential- Commercial Projects0.463Mar 20241.570
TVS Motor Company2/3 Wheelers0.183Aug 20231.560
KEI IndustriesCables - Electricals0.758Jan 20201.540
Hindustan Petroleum CorporationRefineries & Marketing0.300Nov 20231.480
Federal BankPrivate Sector Bank0.589Nov 20221.460
Mankind PharmaPharmaceuticals0.267Aug 20241.400
Nykaa - FSN E-Commerce Ventures Ltd.E-Retail/ E-Commerce0.396Dec 20231.370
Global HealthHospital0.721Oct 20241.330
LupinPharmaceuticals0.278Oct 20231.270
ICICI Lombard General Insurance CompanyGeneral Insurance0.256Jun 20241.260
Ambuja CementsCement & Cement Products0.167Aug 20241.230
Shyam Metalics and EnergyIron & Steel Products0.876Sep 20231.160
Multi Commodity Exchange of IndiaExchange and Data Platform0.496Mar 20221.030
Divi's LaboratoriesPharmaceuticals0.123Feb 20230.970
Samvardhana Motherson InternationalAuto Components & Equipments0.166Sep 20220.970
Craftsman AutomationAuto Components & Equipments1.133Jun 20240.960
VoltasHousehold Appliances0.398Feb 20230.930
BSEPesticides & Agrochemicals0.215Aug 20240.930
Honeywell Automation IndiaIndustrial Products0.554Feb 20230.920
Entero Healthcare SolutionsPharmacy Retail3.625Jul 20240.920
Century Textile and IndustriesPaper & Paper Products0.868Sep 20230.850
Kalyan Jewellers IndiaGems- Jewellery And Watches0.347Feb 20240.850
Devyani InternationalRestaurants0.764Jan 20240.830
Aadhar Housing Finance LtdHousing Finance Company0.719May 20240.830
Suzlon EnergyHeavy Electrical Equipment0.206Aug 20230.810
SBI Life Insurance CompanyLife Insurance0.085May 20230.800
IndusInd BankPrivate Sector Bank0.263Apr 20250.790
Jyoti CNC AutomationIndustrial Products0.617Mar 20240.620
JB Chemicals & PharmaceuticalsPharmaceuticals0.385Mar 20210.530
Crompton Greaves Consumer ElectricalsHousehold Appliances0.522Jun 20240.510
Hindustan UnileverDiversified FMCG0.016Jul 20250.500
Sonata SoftwareComputers - Software & Consulting0.960Dec 20240.490
Jubilant FoodWorksRestaurants0.220Jun 20240.470
V-Mart RetailDiversified Retail1.556Jul 20230.460
Whirlpool of IndiaHousehold Appliances0.562Aug 20240.440
Medplus Health ServicesPharmacy Retail0.914Nov 20240.430
Deepak NitriteSpecialty Chemicals0.306Jun 20240.400
Orchid PharmaPharmaceuticals2.059Feb 20240.380
WockhardtPharmaceuticals0.287Nov 20240.370
Asian PaintsPaints0.029Sep 20240.350
PI IndustriesPesticides & Agrochemicals0.123Feb 20240.340
Balkrishna IndustriesTyres & Rubber Products0.125Jul 20250.290
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